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Showing 511 - 520 of 950 results for "FPA"

Advisers, get ready to manage the baby boomer wave

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
... boomers coming into retirement, KPMG partner and demographer Bernard Salt said. Speaking at the Financial Planning Association (FPA) Conference, Salt said that the number of people that retire annually went from 40,000 per year in 1950 to 140,000 in ...

Latest Financial Standard issue available on the iPad app

STAFF WRITERS  |  MONDAY, 21 OCT 2013
... selection of major financial planning groups what they are doing to stay ahead of the curve, what Cbus' referral deal with the FPA means, review how the AFA conference went, assess Senator Sinodinos' first major industry speech and profile star fund ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
The Financial Planning Association of Australia (FPA) and Cbus explain how their pilot professional advice referral service will work. First of all, it will run from January to June 2014 and be available to Cbus members in Queensland, South Australia ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
The Financial Planning Association (FPA) has confronted advisers at the annual Conference with the case of a young disabled woman who took $800,000 to a financial planner and lost it all due to bad advice. The client became disabled after a car accident ...

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH  |  FRIDAY, 18 OCT 2013
Financial Planning Association (FPA) chair Matthew Rowe has dismissed the idea of introducing a Medicare-style financial planning service, saying it would be too expensive. The idea was put to a panel of advisers and clients at the FPA Inaugural Professionals ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... adviser, but they don't trust that amorphous thing called financial advice." Maye said at the Financial Planning Association (FPA) Conference that advisers need to overcome this stigma and regain the trust of consumers and the regulator. "Advisers need ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
... Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced. The scholarships will be offered through five Australian universities; Deakin, LaTrobe, Canberra, Western ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
The Financial Planning Association of Australia (FPA) has entered what it terms a "landmark agreement" with industry super fund Cbus to begin a pilot professional referral service. The terms of the agreement allow FPA member practices to accept referrals ...

FPA reports $1.4 million surplus

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
The Financial Planning Association (FPA) has reported a surplus of $1.4 million for financial year 2012 to 2013. The surplus allows the association to be funded exclusively on membership revenue and without the need for sponsorship or event revenue. ...

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... much to discuss as we look to grow the base of CFP professionals globally," the Financial Planning Association of Australia (FPA) chief executive Mark Rantall said. The FPA will be hosting the meeting and is hoping to push for the enshrinement of the ...