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Showing 151 - 160 of 1734 results for "Financial Planners"

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
... Let's practice what we preach and have our business plan." A show of hands established only a handful of financial planners in the audience had defined a business plan. Start with a template Haddan said a simple business plan template is good enough ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... programs by writing financial education guides, presenting at educational events, and mentoring less experienced financial planners in his firm, De Gori said. "He is a strong advocate for the value of financial planning, and is a wonderful ambassador ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
A group of financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... "Our members are seeking greater clarity about the FASEA Code of Ethics and this will be the first time that financial planners have the opportunity to hear direct from FASEA since their Code of Ethics guidance was released in October." With only a matter ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
A new peer-to-peer online forum for financial planners has launched in response to the need for community in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... our policy and advocacy work so that we can promote new reforms that will benefit Australian consumers and financial planners alike," FPA chief executive Dante De Gori said. FPA members will be asked to contribute their views over the next month via ...

Advice associations welcome ASIC stance

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
Australia's peak financial planning bodies have welcomed ASIC's stance on the Financial Planners and Advisers code of ethics, however remain concerned about the workability of certain standards. In separate statements, both the Financial Planning Association ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... played a key role in the design of this year's content, with a great deal of thought going into what time poor financial planners would be most interested in. Taking into account the context in which the Congress is taking place, the focus of the event ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... day one of the Congress about building relationships that last and flourish. "The session will be about why financial planners need to move their central value proposition from talking to their clients about a return on investment, to a return on life," ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... Ben Marshan said: "It was an important step for ASIC as there was a legal requirement for licensees to ensure financial planners were registered with a code monitoring body, and that registration was recorded on the financial adviser register before ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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