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Search ResultsShowing 41 - 50 of 100+ results for "FPA"
How much a self-licensee spends on compliance
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... self-licensed financial planner has shared how much her practice spends on compliance for every $100 of its revenue. Speaking at the FPA Congress, Angela Martyn of Personal Financial Services said $4.50 for every $100 of revenue is currently going towards ...
FASEA exam tips from those who passed
ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... group of financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton ...
Business giants attempt to crack financial planning
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... boss Radek Sali, former Costa Group managing director Simon Costa and Flamingo AI chief executive Catriona Wallace at the FPA Congress. In response, Wallace said the first thing she's do is automate manual tasks in the practice. "We look at who is sitting ...
Tech-powered is empowered: SOAs
JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... Planning Association of Australia is confident the future of your practice is paper-free and prosperous. Earlier this year, the FPA established The Future of the Statement of Advice Working Group which has now determined video, audio, imagery, infographics ...
FASEA chief to provide update
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ...
New social network for advisers
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA Community platform will allow members to share their views on topical issues, pose and answer questions, and ...
FPA consults on future of advice, policy initiatives
JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... how planners interact with clients and the overall health of the sector. The discussion paper comes five years after the FPA's landmark white paper on the future of the profession in 2014 which identified 10 key milestones that required achieving in ...
Paraplanners tackle compliance challenges
ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The role of paraplanners in compliance has been highlighted at the FPA Congress, with discussion turning to the FASEA Code of Ethics which continues to present complications. Nadia Docker is director, client engagement at Integrity Compliance and part ...
Advice associations welcome ASIC stance
HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
... about the workability of certain standards. In separate statements, both the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have welcomed ASIC's approach to licensee obligations for the code, which won't ...
Countdown to FPA Congress
JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...
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