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

Search Results

Showing 541 - 550 of 2485 results for "Association of"

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... restructure. During his time at Cbus, Harper pioneered Cbus's adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit. In January, he launched his own ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

FASEA too soft on ethical investing: Advisers

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
During a Responsible Investment Association of Australasia webinar some financial advisers have suggested that FASEA's Code of Ethics doesn't go far enough on ethical investing. Appearing on the webinar, Federation Financial Services adviser Dave Rae ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... client outweighs how much they charge them, with the average adviser losing $550 on the upfront relationship." Association of Financial Advisers general manager of policy and professionalism Phil Anderson said regulatory requirements had increased the ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support. Writing to members, Association of Independently Owned Financial ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... April 7. CPA Australia, Chartered Accountants Australia and New Zealand, the SMSF Association, Financial Planning Association of Australia and the Institute of Public Accountants were all involved in the consultation process. "We have come together and ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... thought we were in a perfect storm before the coronavirus outbreak in terms of being hit from all directions," Association of Financial Advisers chief executive, Philip Kewin said. "But if there is one positive thing that has come out of the last few ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
The Association of Financial Advisers has appointed a new manager education, policy and professionalism. Caz Garrard will step into the position, replacing Angela Karas. Karas has moved to First State Super as business enablement manager. Karas had ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... April 14. Creswell previously worked with Countplus chief executive Matthew Rowe to develop the Financial Planning Association of Australia's code of ethics and professional standards, now used globally through the Global Financial Planning Standards ...