Search Results | Showing 161 - 170 of 950 results for "FPA" |
| | | ... self-licensed financial planner has shared how much her practice spends on compliance for every $100 of its revenue. Speaking at the FPA Congress, Angela Martyn of Personal Financial Services said $4.50 for every $100 of revenue is currently going towards ... |
| | | | ... 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 ... |
| | | | ... boss Radek Sali, former Costa Group managing director Simon Costa and Flamingo AI chief executive Catriona Wallace at the FPA Congress. In response, Wallace said the first thing she's do is automate manual tasks in the practice. "We look at who is sitting ... |
| | | | ... Planning Association of Australia is confident the future of your practice is paper-free and prosperous. Earlier this year, the FPA established The Future of the Statement of Advice Working Group which has now determined video, audio, imagery, infographics ... |
| | | | The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ... |
| | | | ... in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA Community platform will allow members to share their views on topical issues, pose and answer questions ... |
| | | | ... advice, how planners interact with clients and the overall health of the sector. The discussion paper comes five years after the FPA's landmark white paper on the future of the profession in 2014 which identified 10 key milestones that required achieving ... |
| | | | The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ... |
| | | | ... about the workability of certain standards. In separate statements, both the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have welcomed ASIC's approach to licensee obligations for the code, which won't ... |
| | | | Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ... |
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