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Showing 121 - 130 of 982 results for "Financial Planning Associatio"

Adviser levy to increase by 160%

ELIZABETH MCARTHUR  |  FRIDAY, 5 MAR 2021
ASIC has hit financial advisers with the news that levies will increase by the equivalent of 160% over two years, with industry bodies outraged. The total cost levied by ASIC is now $1500 per retail advice licence, plus an additional $2426 per authorised ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award. Named after the late "first lady of financial planning", the award recognises ...

FPA calls for levy overhaul

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
The Financial Planning Association of Australia (FPA) has recommended a review of the financial advice industry levy ahead of this year's federal budget. The FPA is calling on the government to review the ASIC industry levy and move away from annual ...

Reference checks should cover all advice: FPA

KARREN VERGARA  |  MONDAY, 1 FEB 2021
Reference checks should be extended to general advice and to anyone that has the ability to influence the financial advice process, according to the Financial Planning Association of Australia. In its submission to ASIC for Consultation Paper 333 Implementing ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
The federal government is driving hard the importance of accessing quality, affordable financial advice. Minister for Superannuation, Financial Services and the Digital Economy Jane Hume has flagged the opportunities the Morrison government will take ...

Retiree strategies need greater attention: Research

ANNABELLE DICKSON  |  WEDNESDAY, 6 JAN 2021
Traditional portfolio construction needs to change to provide for the needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement ...

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
The assistant minister for superannuation, financial services and financial technology has been promoted to ministry in an expanded role that will see her take on responsibility for the digital economy. Prime Minister Scott Morrison announced Jane Hume ...

Key advice reforms tabled

KARREN VERGARA  |  THURSDAY, 10 DEC 2020
New regulation that requires financial advisers to disclose conflicts of interest and stamp out fees-for-no service have been tabled in parliament. The Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020 aims to strengthen many ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
The Financial Adviser Standards and Ethics Authority will be made redundant as two government bodies take over its remit. Assistant Minister for Superannuation, Financial Services and Financial Technology, Senator Jane Hume announced on December 9 that ...