|Search Results||Showing 11 - 20 of 100+ results for "FPA"|
|... boss Radek Sali, former Costa Group managing director Simon Costa and Flamingo AI chief executive Catriona Wallace at the FPA Congress. In response, Wallace said the first thing she's do is automate manual tasks in the practice. "We look at who is sitting ...|
|... 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 Statement of Advice Working Group which has now determined video, audio, imagery, infographics ...|
|The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ...|
|... 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 issues, pose and answer questions, and ...|
|... how planners interact with clients and the overall health of the sector. The discussion paper comes five years after the FPA's landmark white paper on the future of the profession in 2014 which identified 10 key milestones that required achieving in ...|
|The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ...|
|... 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 for the code, which won't ...|
|Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...|
|Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...|
|... the Financial Planning Association of Australia is calling for more to ensure compliance. Speaking to Financial Standard , FPA head of policy and standards Ben Marshan said: "It was an important step for ASIC as there was a legal requirement for licensees ...|
As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with more familiar financial quality metrics, new research from Eaton Vance has revealed.
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
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