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Showing 51 - 60 of 979 results for "Financial Planning Association"

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON | THURSDAY, 1 SEP 2022

The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON | MONDAY, 29 AUG 2022

... is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However, CHOICE chief ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON | WEDNESDAY, 24 AUG 2022

... compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an extension to the adviser levy freeze. The figure is the total from ASIC show AMP, ANZ, Commonwealth ...

Registrations open for FPA initiatives

CHLOE WALKER | MONDAY, 22 AUG 2022

The Financial Planning Association of Australia's Future2 Foundation has commenced registrations for its annual Six-Foot Track Challenge and is now accepting applications for its 2022 grants program. The Six-Foot Track Challenge is a 35-kilometre ...

CSLR establishment is critical: FPA

CHLOE WALKER | FRIDAY, 12 AUG 2022

The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...

Government to review adviser professional standards

JAMIE WILLIAMSON | THURSDAY, 11 AUG 2022

... The final sitting ran from July 28 to August 1, with results expected in the coming weeks. The Financial Planning Association of Australia welcomed Jones' plan to open consultation on education requirements but reinforced the need for speed in doing ...

Celsius latest casualty in crypto crash

CASSANDRA BALDINI | FRIDAY, 15 JUL 2022

... chaos just further fuels the regulation debate that looms over the "wild west" that is crypto. The Financial Planning Association of Australia (FPA) says it supports a regulatory framework for crypto assets provided it's consistent with their equivalent ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON | TUESDAY, 12 JUL 2022

... Krishnamurti said. The research was funded by Magellan Asset Management, Centrepoint Alliance, the Financial Planning Association of Australia and the Financial Planning Education Council. The findings are based on survey responses from 75 financial ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON | THURSDAY, 30 JUN 2022

... passage of the Retirement Income Covenant earlier this year was eagerly welcomed by the likes of the Financial Planning Association of Australia; "financial planners now look forward to their clients having the ability to access a broader range of options." ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI | MONDAY, 27 JUN 2022

... developing AMP's submission, we've worked with our advice network, professional associations such as the Financial Planning Association (FPA), the Association of Financial Advisers (AFA), the Financial Services Council (FSC) and other licensees to find ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI

Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON

IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electric vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN

AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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