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Showing 281 - 290 of 982 results for "Financial Planning Association"

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... and carries one CPD point accredited through the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL insures about four million Australians.

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... did advisers spend the most time actually delivering advice in FY18? A 2017 whitepaper from the Financial Planning Association of Australia shows the modern day financial adviser is one that embraces fintech solutions, which ultimately leads to increased ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... introducing this requirement for advisers," SMSF Association chief executive John Maroney said. Financial Planning Association of Australia chief executive Dante De Gori said there is no doubt that SMSF advice will now be a significant focus of those ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession with hardcopy ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...

Grandfathered commissions on the outer: Poll

DARREN SNYDER  |  MONDAY, 28 MAY 2018
... one-third said they should remain (34%) and another 5% were unsure. The question followed ASIC and the Financial Planning Association (FPA) making several recommendations to the Royal Commission in second round submissions. Both called for the eliminating ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... exception to licensees charging fees for an offer of a service, rather than the provision of one. The Financial Planning Association (FPA) also made a raft of recommendations in its response to the Royal Commission, again centred on the removal of grandfathered ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... to assist customer decision making. About 2.5 million Aussies are currently on the Age Pension. Financial Planning Association's head of policy and government relations Ben Marshan said lifting the pension work bonus has a positive impact on retirees. ...

Royal Commission sees increased ASIC, APRA funding

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... caseload. It also thinks superannuation funds should not be allowed to borrow directly. Earlier today, Financial Planning Association head of policy and government relations Ben Marshan said the FPA has "supportive of the extra funding ASIC received ...