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Showing 21 - 30 of 779 results for "Association of Financial Advisers"

Associations call for improved access to financial advice

ANDREW MCKEAN | FRIDAY, 3 FEB 2023

... obligations like the design and distribution obligations." The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants ...

AFA, FPA plan joint roadshow

CHLOE WALKER | WEDNESDAY, 1 FEB 2023

Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

FPA, AFA merger consultation to close

CHLOE WALKER | FRIDAY, 27 JAN 2023

... period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. Members of both associations ...

FPA, AFA merger talks continue

CASSANDRA BALDINI | WEDNESDAY, 14 DEC 2022

The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI | MONDAY, 28 NOV 2022

The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER | THURSDAY, 24 NOV 2022

In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Never been more optimistic: Abood

CASSANDRA BALDINI | WEDNESDAY, 23 NOV 2022

... it tax deductible," she said. Abood wrapped up by highlighting the proposed merger with the Association of Financial Advisers (AFA) and explained she has received "strong positive member feedback." "This proposal will go to a vote in late February 2023. ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI | TUESDAY, 22 NOV 2022

... together and catch up with their mates." Awaiting the outcome of a proposed merger with the Association of Financial Advisers, Broome explained this year's event holds a certain significance. "It's the FPA's 30th anniversary and probably the last ...

AFA posts $273,135 operational loss

ANDREW MCKEAN | TUESDAY, 8 NOV 2022

The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an 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). ...

FPA membership declines, deficit materialises

ANDREW MCKEAN | THURSDAY, 3 NOV 2022

... through the new Professional Year," she said. The FPA is currently exploring a merger with the Association of Financial Advisers.

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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