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Showing 201 - 210 of 982 results for "Financial Planning Association"

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... public system. The strain on advisers has also seen the Association of Financial Advisers and the Financial Planning Association of Australia come together, calling for a coordinated approach to supporting the mental health of advisers. At a forum hosted ...

Sam Henderson attempts to set record straight

ELIZABETH MCARTHUR  |  FRIDAY, 13 DEC 2019
... suicides in the industry have been widely reported and the Association of Financial Advisers and Financial Planning Association of Australia have each put resources behind mental health initiatives to support members. Henderson told Financial Standard ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... a director of the Tax Practitioners Board for over four years. Berry was formerly chair of the Financial Planning Association of Australia, chair of the Institute of Financial Advisers in New Zealand and chair of a CountPlus subsidiary. She also brings ...

New boutique launches with Channel Capital

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
Glen Holding's Channel Capital has signed on a new boutique that is backed by former Swisse Vitamins boss Radek Sali. The Impact Fund has three former Goldman Sachs investors at the helm and will invest in infrastructure and real estate opportunities ...

Bill to defer adviser education standards tabled

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... minimal. These changes, which advice associations including the Association of Financial Advisers and Financial Planning Association of Australia fought for, were introduced under Treasury Laws Amendment (2019 Measures No.3) Bill 2019 - which a range ...

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament. At the recent FPA Professionals ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
With no legal or regulatory barriers to using technology to deliver advice, the Financial 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 ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... 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 Community platform will allow members to share their views on topical ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
The Financial Planning Association of Australia has released a discussion paper outlining the major issues to impact the financial advice industry over the next five years. The Financial Planning Association of Australia has released a discussion paper ...

Advice associations welcome ASIC stance

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
... however remain concerned 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 ...