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Showing 341 - 350 of 4057 results for "Financial planning"

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... members. He argues that it is much harder for a fund that has millions of members and few, if any, internal financial planning professionals. Also, TelstraSuper has a high engagement rate allowing it to personalise the member experience based on the ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). Total revenue was down 2% on last year to $3 million, and total expenses increased 1% to ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. FPA member numbers decreased ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
The Financial Planning Association of Australia (FPA) has re-elected William Johns to its board and welcomed Angela Martyn and Jade Khao as new members. All positions will be locked into a three-year term starting November 22. Johns has held a position ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... screened by the Financial Standard editorial and data team, and the Association of Financial Advisers and the Financial Planning Association of Australia. As to be expected given the immense change seen in the industry in the past 12 months, there's ...

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
Former Financial Planning Association of Australia chief Dante De Gori has been named as the new head of the global Financial Planning Standards Board. The appointment is effective in January, following the departure of current chief executive Noel ...

Vanguard appoints chief financial officer, dumps brokerage fees

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... opportunities. Oberlies joined Vanguard in 2014 as a financial analyst and currently holds the title of director of financial planning and analysis. He has nearly 15 years of financial planning and analysis experience and has previously worked for Energy ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... about a year and was previously general manager of MLC Advice for over two years. He is also a former head of financial planning for AMP Financial Planning and Hillross. At UniSuper, he is responsible for education and guidance, and all kinds of financial ...