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Showing 141 - 150 of 976 results for "Financial Planning Association"

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 ...

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... Pamela Hanrahan, a lawyer and professor at University to New South Wales Business School, told Financial Planning Association of Australia members this morning that affordable advice for all and a thriving advice industry are achievable. At the virtual ...

Sam Henderson pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 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 ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... accessible to ordinary 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 ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice. The FPA Advice Innovation Award has been introduced to highlight ...

APRA intervention blindsided AFA, FPA taskforce

ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... individual disability income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many reforms facing the life insurance and financial advice ...

Calls for broad default life insurance system

ELIZA BAVIN  |  MONDAY, 27 JUL 2020
... includes members from AIA, MLC Life, TAL and Zurich plus the Association of Financial Advisers and Financial Planning Association of Australia. A research paper released by the group said Australia needs a broad 'default' life insurance system ...