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Showing 111 - 120 of 124 results for "FPA members"

FPA broadens entry to CFP

KATE HAGE | WEDNESDAY, 23 AUG 2006

... the financial planning profession," she said. The decision was made this month on the back of feedback from existing FPA members following an earlier announcement to include a bachelors degree as an entry point to its CFP.

FPA preps members on conflicts of interest principles

... warning, a $5,000 to as much as a $20,000 fine, and at worst, expulsion. The Principles, if followed faithfully by FPA members, could potentially mark a tipping point for the industry recently marred by the Westpoint scandal and largely criticised over ...

FPA CEO formally signs on

HAMISH MADDEN | WEDNESDAY, 14 JUN 2006

... Bloch anticipates spending her first few weeks looking at policy issues, meeting key stakeholders and meeting as many FPA members as possible. She believes this early work will lay the foundations for gauging priorities. "I am very aware of the many ...

FPA opens membership door to individual CFPs

KATE HAGE | MONDAY, 15 MAY 2006

The Financial Planning Association (FPA) has opened up their membership to more financial planners by finally doing away with the requirement that their members work for an FPA-affiliated dealer group. The restriction, that previously meant any certified ...

FPA stops short of backing member calls

KATE HAGE | MONDAY, 8 MAY 2006

... which promote fee disclosure and agreements between client and adviser. "It is clear that MLC and a number of other FPA members are moving in the direction of an advice-based fee model," said Dieters. "Increasingly, clients will decide how they choose ...

FPA begins Westpoint investigation

... duplication, she said. Dieters has also defended the organisation, saying that a number of implicated advisers are not FPA members and their clients will therefore fall short of its protection. "It appears that a significant number of Westpoint investors ...

FPA appoints new CEO

... the incumbent FPA CEO, the most challenging may be the Westpoint debacle that has allegedly implicated a number of FPA members and advisers, who are potentially the targets of a mounting class action. Bloch's previous positions include executive director ...

FPA launches advice campaign

... is expected to run for three years beginning in October of this year. A key part of the campaign will be aimed at FPA members and chapters, encouraging them to communicate the 'value of advice' message to both existing and prospective clients. Kelly ...

Government releases FSR refinements

... pleased with its input to help formulate the refinements. FPA CEO Kerrie Kelly says, "Through submissions prepared by FPA members, FPA has represented the concerns of professional financial planning practitioner members about the workability and unintended ...

FPA refutes Virgin's view on planners

... the choice of super regime. In response to planners surreptitiously working for particular super funds Kelly says FPA members are attempting to find the most appropriate savings solutions for their clients and are recommending the most suitable products ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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