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Showing 681 - 690 of 982 results for "Financial Planning Association"

Planners needle minister over FOFA

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... Future of Financial Advice reforms at a luncheon gathering yesterday. Minister Shorten told the Financial Planning Association (FPA) event that the Future of Financial Advice (FOFA) reforms would encourage more people to seek professional advice. "The ...

FPA calls for naming rights

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
The Financial Planning Association has asked Financial Services Minister Bill Shorten to restrict the term 'Financial Planner' to members of an approved professional association only - and he has agreed to take it on board. The Association (FPA) has ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... 1.0 to 1.8 this year. Dante de Gori, general manager of policy and government relations for the Financial Planning Association, said planners did not want to sell at a discount and were holding on for certainty. "Until we see the (FOFA) legislation and ...

FPA scores 94pc approval

ELISE BURGESS  |  FRIDAY, 8 APR 2011
Financial Planning Association (FPA) members have voted almost unanimously for a new three-year strategic plan as the association moves in new direction. The extraordinary general meeting held in Melbourne yesterday recorded a 94 per cent vote in favour ...

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... industry associations. Deen Sanders, deputy chief executive and head of professionalism at the Financial Planning Association said the proposal addresses concerns the FPA has held for sometime about the quality of financial adviser education standards ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... industry leaders have said. Dante de Gori, general manager of policy and government relations for the Financial Planning Association, said unlike a normal tax return, the Government's rules on the concessional superannuation caps were so inflexible that ...

Flare up over MoneySmart

ELISE BURGESS  |  THURSDAY, 17 MAR 2011
... currently offers financial advice through financial advice company Money Solutions. Meanwhile, the Financial Planning Association (FPA) said it supports any actions by the government and ASIC to increase financial literacy but that the site should not ...

Levy to fund $15m ad campaign

ALISON BEVEGE  |  THURSDAY, 10 MAR 2011
The Financial Planning Association (FPA) told members the industry is at a turning point as it outlined a raft of constitutional changes and detailed its new $15 million advertising campaign yesterday. Speaking to 220 members in Sydney yesterday, Mark ...

FPA to reset membership criteria

ALISON BEVEGE  |  TUESDAY, 8 MAR 2011
The Financial Planning Association is seeking to restrict its membership with constituents to vote on the proposals in April. After June this year only practicing financial planners will be able to join the association as members with practice owners ...

No $900 slug for planners: FPA

ALISON BEVEGE  |  MONDAY, 7 MAR 2011
The Financial Planning Association said it won't be asking financial planners to pay increased fees of $900 under its proposed new fee structure. Fears about fee hikes for individual planners surfaced this morning after a news story in a trade publication ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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