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Showing 141 - 150 of 982 results for "Financial Planning Association"

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 ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... Standard editorial team. The list was also screened by the Association of Financial Advisers and the Financial Planning Association of Australia prior to publishing. There are plenty of new faces on this year's list, with 23 advisers appearing in ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... accessibility of 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 ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... provide the final push for the industry to transform in a way that meets today's client needs." Financial Planning Association head of policy, strategy and innovation Ben Marshan noted in the whitepaper that one of the barriers for adviser adoption is ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... research showing 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 ...

Sam Henderson sentenced

ELIZABETH MCARTHUR  |  TUESDAY, 20 OCT 2020
... recommendation would have seen the client $500,000 worse off. When that client complained to the Financial Planning Association of Australia, Henderson allegedly called her "aggressive" and "nit-picking". Commissioner Kenneth Hayne did not accept Henderson's ...

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
... has been integral in 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 ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... before and facing 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 ...

Adviser demands answers from Media Super

ELIZABETH MCARTHUR  |  TUESDAY, 8 SEP 2020
... disability claim for a very vulnerable client has been indefinitely delayed. ClaimRight founder and Financial Planning Association of Australia board member William Johns wrote to Media Super acting chief executive Tony Griffin last week in a private ...