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Showing 311 - 320 of 982 results for "Financial Planning Association"

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... AMP, PwC, Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want positive progression, meaning we're not caught up in what hasn't ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... well to treat aged care advice similar to any other form of financial advice. Speaking at the 2017 Financial Planning Association Professionals Congress in Hobart, Hayes said building a sustainable and profitable aged care financial advice business was ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... said. ASIC senior executive leader of the financial advisers team, Joanna Bird, told last week's Financial Planning Association (FPA) Professionals Congress there is "quite a bit of misunderstanding" around the quality of life insurance work the regulator ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning Association Professionals Congress to take a close look at how they identify themselves - as a financial planner or a business owner. ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
... communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association Professionals Congress that sweeping technological change driven by complex algorithms is nothing to fear as it's ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
... social commentator believes. The Demographics Group managing director Bernard Salt told the 2017 Financial Planning Association (FPA) Professionals Congress that the changing nature of Australian households will also have consequences for the delivery ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper maps fintech to ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in Hobart next week. Weissel, together with wetalkmoney's Tony Sandercock, will explore ...