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Showing 11 - 20 of 950 results for "FPA"

Super fund advice needs more guardrails: Conference

KARREN VERGARA | MONDAY, 27 FEB 2023

... subsidising that kind of advice is more problematic than the intra-fund approach we've had to date," she said. While the FPA is broadly supportive of the recommendations, Abood said that she has some concerns about this particular area of the recommendations ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI | THURSDAY, 9 FEB 2023

... good personal advice from their fund," she said. Speaking to Financial Standard, Financial Planning Association of Australia (FPA) chief executive Sarah Abood highlighted the main concern raised by members since the release is around product issuers ...

AFA, FPA propose merged entity name

KARREN VERGARA | TUESDAY, 7 FEB 2023

... flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association (FAA) if 75% or more of the ...

Former association leads push for merger

JAMIE WILLIAMSON | FRIDAY, 3 FEB 2023

... positively impact the lives and financial wellbeing of Australians every day," the letter reads. The letter is signed by former FPA executives Julie Berry, Jo-Anne Bloch, Marisa Broome, Dante De Gori, Neil Kendall, Mark Rantall, and Matthew Rowe, alongside ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI | FRIDAY, 3 FEB 2023

The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER | THURSDAY, 2 FEB 2023

... offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt from completing the nine standard ...

AFA, FPA plan joint roadshow

CHLOE WALKER | WEDNESDAY, 1 FEB 2023

... the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association Roadshow will be a full-day event ...

FPA, AFA merger consultation to close

CHLOE WALKER | FRIDAY, 27 JAN 2023

The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN | THURSDAY, 19 JAN 2023

... ensure a higher overall quality of advice across the paraplanning community. On the subject, Financial Planning Association (FPA) chief executive Sarah Abood commented: "We don't believe government intervention to set standards for paraplanners is ...

FPA, AFA merger talks continue

CASSANDRA BALDINI | WEDNESDAY, 14 DEC 2022

The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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