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Showing 101 - 110 of 3862 results for "Financial planning"

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be 'Policy, Practice, People - A united ...

CALI hires policy director from FPA

KARREN VERGARA  |  TUESDAY, 14 MAR 2023
The Council of Australian Life Insurers has welcomed the former policy head of the Financial Planning Association of Australia to its leadership ranks. Ben Marshan will join CALI on March 27 as director of policy and industry affairs, following an announcement ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... business complex given the co-location and sharing of infrastructure and resources, the report read. Large financial planning businesses in both city and regional areas that earn $3 million or more in revenue and are not co-located with the buyer can ...

FPA voices concern on proposed CSLR, FAR laws

ANDREW MCKEAN  |  FRIDAY, 10 MAR 2023
The Financial Planning Association of Australia (FPA) has voiced concerns over the proposed Compensation Scheme of Last Resort (CSLR) and Financial Accountability Regime (FAR) legislation. While acknowledging the positive impact of an effective CSLR ...

Review of managed investment schemes kicks off

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
... which was once again introduced to Parliament just yesterday. This will come as a blow to the likes of the Financial Planning Association of Australia which last year welcomed the commitment to reviewing the MIS framework and highlighted the need for ...

Final voting for ESG Power50 open

RACHEL ALEMBAKIS  |  THURSDAY, 9 MAR 2023
... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader Australian business community will have a say in recognising the breadth and diversity ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
The Financial Planning Association of Australia's general manager of policy and advocacy will step down after seven years with the organisation. Ben Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day, Inspire NSW chair Amie Baker shared that the Inspire community ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... to be active participants in the advice journey," she says. Having recently gained her Graduate Diploma of Financial Planning while caring for two young children and experiencing a marriage breakdown, Carey Financial's Baulch is even more passionate ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private lending and financial services licensing and compliance. Enva reported FY22 revenue ...