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| | | The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals. In a letter to assistant treasurer and minister for financial services Stephen Jones, the ... |
| | | | The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ... |
| | | | ... members who work in this area a cheaper and faster way to be recognised as SMSF Specialist Advisors," she said. SMSF Association deputy chief executive and director of policy and education Peter Burgess said CFPs doing the program will be able to attend ... |
| | | | Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ... |
| | | | The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ... |
| | | | ... acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and Ethics ... |
| | | | ... launched additional ESG ratings on its platform, following a collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting metrics ... |
| | | | ... across areas such as custody, FX, real assets, and asset management. According to the Australian Custodial Services Association, as at June 2022 HSBC ranked seventh in Australia in terms of assets under custody. In the six months to June 2022, its total ... |
| | | | ... would ensure a higher overall quality of advice across the paraplanning community. On the subject, Financial Planning Association (FPA) chief executive Sarah Abood commented: "We don't believe government intervention to set standards for paraplanners ... |
| | | | ... explored at an academic forum in New York. At the Global Committee of the Defined Contribution Institutional Investment Association (DCIIA) forum, Ernst & Young global pension and retirement leader Josef Pilger said the US system's greatest advantage ... |
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