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Showing 211 - 220 of 982 results for "Financial Planning Associatio"

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Following ASIC providing relief to licensees in regards to ensuring advisers are registered with a compliance scheme, the Financial Planning Association of Australia is calling for more to ensure compliance. Speaking to Financial Standard, FPA head ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
The 2019 Financial Planning Association of Australia Congress is on track 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 ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
A former Apogee Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
The Financial Planning Association of Australia has appointed several 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 ...

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
A relatively new advice association has picked up members at a rapid pace as it takes up the fight to retain life insurance commissions. The United Financial Advisers Association (UFAA) now has over 4000 members after launching just a few months ago. ...

ASIC grants compliance scheme relief

HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
ASIC will grant AFS licensees with relief from the obligation to ensure their financial advisers are covered by a compliance scheme. As part of the government's decision late last week to accelerate the establishment of a single disciplinary body for ...

Grandfathered commissions ban passes

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
The legislation that will end grandfathered commissions has passed both houses of federal parliament. Under the reforms, the benefit of any conflicted remuneration payable under a contract must be passed on to the client. The Treasury Laws Amendment ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
Treasurer Josh Frydenberg and Assistant Minister Jane Hume announced the government will accelerate its implementation of the Royal Commission's recommendation to establish a single disciplinary body for financial advisers. The move has disappointed ...

Advice associations slammed

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2019
An industry group has lashed out at the Association of Financial Advisers and the Financial Planning Association of Australia, labelling them conflicted and driven by self-interest. The United Financial Advisers Association (formerly known as the Life ...