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Showing 551 - 560 of 982 results for "Financial Planning Associatio"

FPA to hold 2014 Congress in Adelaide

LAURA MILLAN  |  MONDAY, 4 NOV 2013
The Financial Planning Association (FPA) will hold its next annual conference on November 20 to 21, 2014, in Adelaide. The organisation said this year's conference gathered over 1,000 financial planners in Sydney. The most popular sessions were personal ...

University academics to access advice research grants

LAURA MILLAN  |  THURSDAY, 31 OCT 2013
University academics will be able to access financial planning research grants up to $5,000 under an agreement between the Financial Planning Education Council (FPEC) and the Financial Planning Association (FPA). The first round of the grants will be ...

MetLife appoints new head of distribution

MARK SMITH  |  TUESDAY, 29 OCT 2013
MetLife Insurance Limited (MetLife) has appointed Mike Goodall as head of distribution. Goodall takes over from Peter Smith, who has moved to the US to take on a strategic leadership role for MetLife's global employee benefits business. Goodall was ...

Pro bono advice for bushfire victims

LAURA MILLAN  |  FRIDAY, 25 OCT 2013
The Financial Planning Association (FPA) is asking its members to give pro bono advice to victims of the bushfires in New South Wales. The FPA reminded members of their "wider community responsibility as professional financial planners." In an announcement ...

Advisers, get ready to manage the baby boomer wave

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
Advisers' next great challenge will be managing the volume and the expectations of baby boomers coming into retirement, KPMG partner and demographer Bernard Salt said. Speaking at the Financial Planning Association (FPA) Conference, Salt said that the ...

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
The industry needs to face the fact that people trust their own financial planner, but they don't have confidence in financial planning as a general concept. The Financial Planning Standards Board (FSPB) United States chief executive Noel Maye said ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
Platinum Asset Management, together with the 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 ...