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Showing 11 - 20 of 124 results for "FPA members"

FPA launches female mentoring program

ANNABELLE DICKSON | WEDNESDAY, 3 NOV 2021

... program. The program supports women in financial advice to further their careers by matching them with other experienced FPA members. The program will commence in February for six months with training provided to mentors and will include online training ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON | THURSDAY, 29 JUL 2021

... that it was "completely unsustainable" and will be ultimately passed onto clients. The issue, De Gori said, is that FPA members are paying for the levy which is being paid for activity by players that are 'no longer in the game'. "It is not the ...

De Gori to leave FPA

JAMIE WILLIAMSON | MONDAY, 26 JUL 2021

... supporting our members and the profession; our chapters and committees; the board and our partners and of course, our FPA members who are the true champions of the advice profession and for whom I will always remain their biggest advocate." In particular ...

FPA launches file note guidance

ELIZABETH MCARTHUR | MONDAY, 26 APR 2021

... the FPA said recent cases have highlighted the need for better record keeping. Its new guidance is aimed at helping FPA members better manager record keeping in response to consumer complaints which have highlighted gaps in records. The FPA said its ...

FPA announces 2020 award winners

KANIKA SOOD | THURSDAY, 26 NOV 2020

An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the year award, as the association announces its 2020 award winners. Zacary Leeson of HPH Solutions took home the award as an acknowledgment to positive impact ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON | MONDAY, 16 NOV 2020

... respondents think it will widen the advice gap highlighting the value of employing technology to the advice process. Despite FPA members having been flooded with enquiries since the pandemic, many have said the cost of providing advice remains a concern. ...

FPA award nominations open, new award announced

ALLY SELBY | WEDNESDAY, 5 AUG 2020

... this year's awards all the more significant. "2020 is unfolding as the most challenging year in decades," he said. "FPA members are playing a critical role in supporting their clients and the broader community with advice as many Australians find themselves ...

Isolated advisers enter the digital age

ALLY SELBY | THURSDAY, 9 APR 2020

... of being able to assist in a timely manner for our members and our member's clients." However he maintains that FPA members have been embracing technology since robo-advice entered the scene. "I think it's fair to say that since then, the financial ...

FPA advocates for reduced pension minimums

HARRISON WORLEY | FRIDAY, 20 MAR 2020

... of financial advice and revealed De Gori recently sat down with the retirement income review to air the concerns of FPA members in-person. FPA head of policy and professional standards Ben Marshan - who authored the submission - also attended. According ...

PIMCO puts Aussie LIT on ice

KANIKA SOOD | MONDAY, 3 FEB 2020

... and globally competitive," Treasury said.. Financial Planning Association of Australia chief Dante De Gori said that FPA members currently receive about 8% of their revenue, on an average, from investment commissions. This includes grandfathered commissions ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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