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Showing 171 - 180 of 952 results for "FPA"

Advice associations welcome ASIC stance

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
... 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 ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
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 ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... the Financial Planning Association of Australia is calling for more to ensure compliance. Speaking to Financial Standard, FPA head of policy and standards Ben Marshan said: "It was an important step for ASIC as there was a legal requirement for licensees ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... investments, but said that the consideration should be based on broader long-term interests and future circumstances of the client. FPA head of policy and standards Ben Marshan explained the confusion has largely arisen by how delayed the FASEA guidance ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... to be the biggest yet, with numbers of delegates registered surpassing last year's. Dante De Gori, chief executive of the FPA, said registration numbers are tracking to beat the 1400 who attended the congress in 2018. "Last year was the largest we'd ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... new board members as a result of recent elections. Alison Henderson and David Sharpe will commence their second term on the FPA board, while William Johns joins the board for the first time. Johns is a long-standing member of the FPA, having joined in ...

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
... bodies representing advisers, the Australian Financial Advisers Association (AFA) and the Financial Planning Association (FPA) did not truly represent the views of advisers to Government," Vagliviello explained. "The AFA and the FPA did little more than ...

Grandfathered commissions ban passes

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... workable for business." The Financial Planning Association of Australia head of policy and standards Benjamin Marshan said the FPA has long supported the phasing-out of commissions on investment products provided it is in the interest of consumers and ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Roundtables will be held later this year to consider policy design and how to best transition to the new system." The AFA and FPA, among other industry bodies, had taken steps to implement code monitoring by the end of the year - establishing Code Monitoring ...