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Showing 391 - 400 of 982 results for "Financial Planning Association"

FPA hires professional standards, advocacy manager

LAURA MILLAN  |  MONDAY, 7 DEC 2015
The Financial Planning Association (FPA) has appointed a professional standards and advocacy manager to strengthen its policy team. Benjamin Marshan was previously associate director of wealth management advisory at KPMG Australia for over a year. Before ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
... benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide comprehensive financial advice to ING DIRECT Living Super members who ask for it, under a nine month pilot ...

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
... from the AFA and other key stakeholders and will express this concern to Government," he said. The Financial Planning Association also expressed reservations, specifically in regards to the adviser code of ethics. "The FPA is concerned about the proposal ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less on planners and websites for financial information, compared to people in other ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... Brokers chief executive Paul Tynan asked for the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) to merge. "By having the advice associations merge into a single united body we will reinforce the emphasis on advice ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... ensure 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 ...

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 ...