Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 124 results for "FPA members"

FPA calls for axe to fall on stamping fees

HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
... 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 ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... 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 ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... 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 ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... 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 ...

FPA offers postgrad course discounts

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
... 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 ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
... 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 ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... 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 ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... 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 ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... 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 ...