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Showing 1 - 10 of 978 results for "Financial Planning Association"

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... months. The 208 US-based financial advisers canvassed by the Journal of Financial Planning and the Financial Planning Association (FPA) said cash and equivalents (76%) were the next most-popular recommendations, followed by managed funds (64%), and direct ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
... An adviser for more than two decades, Nairn was a certified financial planner and member of the Financial Planning Association of Australia, as at the last update to his ASIC FAR record.

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... Western Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction in 20 year ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... announced that as of June 30, over 80% of eligible practitioner members had renewed across the AFA and Financial Planning Association (FPA). "That such a large percentage of advisers have transferred or renewed their membership is a real vote of confidence ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... UNHCR in Australia in 2000. Tupicoffs managing dierctor Neil Kendall, who was also the chair of the Financial Planning Association of Australian between 2014 and 2018, received the honour. He is also the founder of Financial Rescue, which assists victims ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... based in the US expressed this sentiment in a survey conducted by Janus Henderson Investors and the Financial Planning Association. This impediment affects advisers' comfort levels when it comes to sourcing new clients, which, if not developed over time ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... Association Australia (FAAA) today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team comprising ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be 'Policy, Practice, People - A united pathway for members' ...

CALI hires policy director from FPA

KARREN VERGARA  |  TUESDAY, 14 MAR 2023
The Council of Australian Life Insurers has welcomed the former policy head of the Financial Planning Association of Australia to its leadership ranks. Ben Marshan will join CALI on March 27 as director of policy and industry affairs, following an announcement ...
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