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Showing 601 - 610 of 5373 results for "Association"

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
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 ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
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 ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... 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 ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
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 ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
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. ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... 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 ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... 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 ...

HSBC eyes bigger slice of super pie

CHLOE WALKER  |  MONDAY, 23 JAN 2023
... 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 ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... 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 ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... 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 ...