The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 121 - 130 of 613 results for fpa financial planning association australia

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR | TUESDAY, 21 APR 2020

... the motives behind some of the legislation that has impacted independent financial advisers. One of those theories is that FPA supports the agenda of large institutions. In a thinly veiled accusation, the AIOFP accused the FPA of taking money from the ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON | TUESDAY, 14 APR 2020

... and to ensure there are more skilled advisers in the marketplace to meet this demand," the groups said in a joint statement. FPA chief executive Dante De Gori said "Australians sleep better at night knowing they have a professional financial planner ...

Isolated advisers enter the digital age

ALLY SELBY | THURSDAY, 9 APR 2020

... terms of being able to assist in a timely manner for our members and our member's clients." However he maintains that FPA members have been embracing technology since robo-advice entered the scene. "I think it's fair to say that since then, the ...

FPA launches benchmarking tool

ALLY SELBY | WEDNESDAY, 8 APR 2020

... the success of their business relative to their peers. In partnership with global market research consultant CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas of their practice are thriving ...

Count Financial bolsters leadership team

ALLY SELBY | MONDAY, 6 APR 2020

... advisers for IOOF. Prior to this he worked for KPMG in London and Price Waterhouse. During his career, Creswell sat on the FPA Professional Conduct Committee, was a member of the Financial Planning Advisory Committee to the board of the Financial Ombudsman ...

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR | FRIDAY, 3 APR 2020

... relief so that financial advisers and accountants can better cope with the load during the COVID-19 pandemic. Ben Marshan, FPA head of policy and standards, told Financial Standard that while the taskforce has been working together to ease regulatory ...

FPA advocates for reduced pension minimums

HARRISON WORLEY | FRIDAY, 20 MAR 2020

... through the market falls and strengthen their financial security for the remainder of their retirement," De Gori wrote. The FPA chief said the association believes a similar approach would benefit the nation if taken as part of the government's response ...

Banned advisers still working in advice: FPA

ELIZABETH MCARTHUR | MONDAY, 9 MAR 2020

... Royal Commission, a new protocol will apply to financial advisers which will require reference checks to be conducted. The FPA has released its submission on the proposed legislation, in which it suggests the reference checking should go further than ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR | TUESDAY, 3 MAR 2020

... advice from their MySuper accounts. The Financial Planning Association of Australia is among those who oppose the move. The FPA is arguing that it will create two classes of super and take away the ability for consumers to choose where they get advice ...

FASEA extension passes

ELIZABETH MCARTHUR | THURSDAY, 13 FEB 2020

... complete an approved course or degree, which is an additional two years. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) lobbied for these extensions. FPA chief executive Dante De Gori responded to news ...

PAGE:

Aware Super hires head of corporate development

JAMIE WILLIAMSON

The $175 billion superannuation fund welcomed its first head of corporate development as it looks to be a "merger partner of choice" in the industry.

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON

Link Group announced its new name ahead of delisting from the ASX at today's market close.

Crescent Capital sells down ClearView stake

ELIZA BAVIN

ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.

Social media influencers charged for promoting shady investments

ANDREW MCKEAN

Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers.

Videos

Brought to you by

Fixed income: Doing its job

Chief Economists Forum 2024 | Highlights

A delicate balance

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Paul Tynan

Chief Executive Officer

Connect Financial Service Brokers

Why advisers should consider offering general insurance to HNW clients

I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

READ MORE

David Carney

Director

Aspect Partners Pty Ltd

The role of AI in financial planning: Insights from the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...

READ MORE

Prue Cheeseman

Personal Wealth Manager

HLB Mann Judd Wealth Management (NSW)

Considerations when nominating a charity for your super upon death

There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.

READ MORE

Paul Miron

Managing Director

Msquared Capital

The end of free money

With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

MAY

Advisers Big Day Out - Sunshine Coast

Featured Profile

MORE PROFILES

Matt Gaden

HEAD OF AUSTRALIA
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED

Helping investors traverse financial markets and build their wealth during the peaks and troughs is Janus Henderson Investors head of Australia Matt Gaden's game plan. He tells Karren Vergara why in this long game of investing, active management wins.

READ MORE