Search Results | Showing 21 - 30 of 124 results for "FPA members" |
| | | ... transitioned away from these payments to ensure that clients are receiving unconflicted advice," De Gori said. "As a result, FPA members currently receive on average around 8% of their total revenue from investment commissions, with the majority of this ... |
| | | | ... client, rather simply ticking compliance and legal requirements," De Gori added. The SOA working group consists of FPA members, regulators, compliance experts, lawyers, licensees, content and digital media specialists, and advice technology specialis ... |
| | | | ... membership is immediate access to a community of like-minded professionals." He pointed to CoreData research which revealed FPA members are seeking more ways to connect and share with their professional peers. "Specifically, members told us they want ... |
| | | | ... reforms that will benefit Australian consumers and financial planners alike," FPA chief executive Dante De Gori said. FPA members will be asked to contribute their views over the next month via the association's new FPA Community online forum, also launched ... |
| | | | ... been a failure by FASEA to clearly articulate their intent, and the requirements of planners under the code." He said FPA members have told the association they are concerned about how unclear the code is. "The lack of time frame to transform their business ... |
| | | | ... are the first institutions to offer the discounts with others on the way, according to the association. At Deakin, FPA members will receive a 15% discount to the enrolment fee of each subject they undertake through the university's business school, meaning ... |
| | | | ... to be a game changer for advisers. "With convenient, flexible and fast access to content, My CPD makes it easy for FPA members to stay on top of their CPD requirements. No other platform will offer this diversity - it is truly a game changer," De Gori ... |
| | | | ... and advisers. The potential clients' personal profile includes their financial situation, life goals and location. FPA members are instantly notified that eligible consumers who match their criteria are interested in financial advice. If there's a mutual ... |
| | | | ... providers. The aim of the portal is to cut through the noise and misinformation, enabling a clear path forward for FPA members, he said. Additional resources will be added to the portal over time, and the FPA has requested member feedback on what should ... |
| | | | ... She has already paid the FPA costs and expenses related to the matter. FPA chief executive Dante De Gori said all FPA members were required to uphold "the highest ethical standards within the financial planning profession, with no exceptions." "The FPA ... |
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