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Showing 111 - 120 of 952 results for "FPA"

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... without any reference to the specific recommendations made to each client." The Financial Planning Association of Australia (FPA), in its submission, agreed that standard three has some issues. "The FPA remains concerned that the wording of standard ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... financial advice to more Australians." His views are in line with those of the Financial Planning Association of Australia (FPA). FPA chief executive Dante De Gori recently said that the establishment of a new single disciplinary body for financial advisers ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... the average cost for a Statement of Advice has increased 10% in 12 months, the Financial Planning Association of Australia (FPA) is warning of the detrimental impact ongoing reform is having on financial advisers and consumers. The FPA said the establishment ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
The Financial Planning Association of Australia (FPA) is once again calling on lawmakers to change the term 'general advice' to diminish client confusion and enhance confidence in the industry. Instead of 'general advice', the FPA is recommending it ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers were not financially impacted by ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... reduced access to financial advice. The research from CoreData, presented at the Financial Planning Association of Australia's (FPA) 'Uncovering the Value of Financial Planning Advice' virtual event held earlier this month, drew on key industry players ...

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
Digital innovation could be the answer to tackling product-choice confusion and reducing red tape in the financial advice sector, according to an academic. Pamela Hanrahan, a lawyer and professor at University to New South Wales Business School, told ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... Australians. Ardino and Harrison appeared to hit back at suggestions from the Financial Planning Association of Australia (FPA) that an overhaul of the Australian financial services licence (AFSL) system could be the solution to the industry's woes. ...