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Showing 351 - 360 of 950 results for "FPA"

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... that issuers and distributors of financial products are accountable for their offerings. The Financial Planning Association (FPA) director of policy Dante De Gori welcomed the Government's initiative and said: "Now that FoFA is absolutely settled, we ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... Terminator. The rise of technological tools that automate some parts of financial advice was one of the main themes discussed at the FPA Congress in Brisbane. But rather than seeing the issue as a threat, advisers were encouraged to look at it as an ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... algorithm could lead to "large scale loss" for clients of robo-advice systems. Speaking at the Financial Planning Association (FPA) Congress in Brisbane, ASIC senior executive leader of the financial advisers team, Louise Macaulay, outlined the regulator's ...

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
The Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) has revealed the winners of the Associate Financial Planner of the Year Award, the Student of the Year Award and the Gwen Fletcher Memorial Award. The winner of the 2015 FPA Associate Financial Planner (AFP) ...

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) chairman Neil Kendall said that the organisation's strategy has not changed, despite the leadership reshuffle. "We have just changed the bus driver," he said. Speaking to the media at the FPA Congress in Brisbane ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... excellent market conditions, according to Forte Asset Management director Steven Prendeville. Speaking at a panel session of the FPA Congress titled 'How to buy, sell or start your own practice', Prendeville revealed that his broking business had "three ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... with tools to put these ideas into practice with existing and new clients. Speaking at the Financial Planning Association (FPA) Professionals Congress in Brisbane, CBA executive general manager of wealth management advice Marianne Perkovic said that ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...