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Showing 541 - 550 of 1192 results for "Brisbane"

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... technological tools that automate some parts of financial advice was one of the main themes discussed at the FPA Congress in Brisbane. But rather than seeing the issue as a threat, advisers were encouraged to look at it as an opportunity. In a presentation ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... "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 strategy to understand ...

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... 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 professional standards ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... clients and providing the highest quality financial advice," FPA chief executive Mark Rantall said at the FPA Congress in Brisbane. "I firmly believe that quality financial advice changes lives, and that's what I try to achieve for my clients," Molnar ...

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... the leadership reshuffle. "We have just changed the bus driver," he said. Speaking to the media at the FPA Congress in Brisbane, Kendall said: "We are still on the same journey." Kendall said that current chief executive Mark Rantall will be appointed ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... practice with existing and new clients. Speaking at the Financial Planning Association (FPA) Professionals Congress in Brisbane, CBA executive general manager of wealth management advice Marianne Perkovic said that "not only can financial advice help ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall will step down from the role at the end of February 2016 to focus on non-executive director positions. FPA general ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... $50 million investment in technology. The announcement was made ahead of the start of the FPA Professionals Congress in Brisbane, which starts tomorrow. The Congress' theme, 'Shaping Futures' is about "uniting financial planners, and inspiring them with ...

Investment under microscope at ASFA conference

DARREN SNYDER  |  WEDNESDAY, 18 NOV 2015
... of the key themes coming from the 2015 Association of Superannuation Funds of Australia (ASFA) conference next week in Brisbane. Hosting one of the many conference sessions is Aberdeen Asset Management managing director Brett Jollie, who said the search ...

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
... be demonstrating its new Instant SMSF online application and ABN lodgement tool at the FPA Professionals Congress in Brisbane on November 18-20 (Stand No. 7).