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Showing 61 - 70 of 124 results for "FPA members"

FPA foundation appoints board members

LAURA MILLAN | THURSDAY, 20 FEB 2014

... since 2007, has a total equity of over $500,000. Helmich said that Future2 priorities are to increase engagement among FPA members, help build respect of financial planners in the community, create a longer term engagement with the community organizations ...

Advisers' "bickering" looks unprofessional

LAURA MILLAN | FRIDAY, 6 SEP 2013

... different categories of planners is unproductive," he said. O'Toole admitted that this criticism also happens among FPA members and added that "constructive criticism is a good thing, but financial planners need to change the way they deal with each ...

Election result to shape the industry: FPA

LAURA MILLAN | FRIDAY, 9 AUG 2013

... thousand inquiries from members and conducted over a hundred formal meetings to discuss policy and regulatory issues with FPA members, industry organisations and politicians.

Future2 becomes FPA charitable foundation

LAURA MILLAN | THURSDAY, 8 AUG 2013

... "Future2 will facilitate collective giving and individual involvement, augmenting the community and pro bono work of many FPA members," FPA chair Matthew Rowe said. "The FPA is building a professional community at the centre of which is the notion of ...

FPA reiterates need for professional qualifications

MARK SMITH | THURSDAY, 21 MAR 2013

... "Unfortunately, there are a few bad apples in each industry and financial planning is no different," he said. "While FPA members already hold some of the highest educational and ethical standards in the industry, there are those in the industry who call ...

FPA praises 'truth in labelling' legislation

MARK STORY | THURSDAY, 29 NOV 2012

... 'truth in labelling' and Rantall said this draft legislation from the government responds to these calls. "Whilst FPA members hold some of the highest educational and ethical standards in the industry, there are those in the industry who call themselves ...

FPA to push advice via social media

MELANIE TIMBRELL | MONDAY, 20 AUG 2012

... developed in conjunction with practitioner members. It includes an online forum where consumers can put questions to FPA members, an updated 'frequently asked questions' page, a page designed to demystify FOFA in plain English and social media buttons ...

FPA chairman extends term

BEN COLLINS | THURSDAY, 5 JUL 2012

Financial Planning Association of Australia chairman, Matthew Rowe, has extended his term until November 2014. Rowe cited the "job left to do" in raising the professional bar on behalf of Financial Planning Association of Australia (FPA) members and ...

FPA calls on ASIC for clearer advice definitions

LINDA HAUSKEN | WEDNESDAY, 2 MAY 2012

... Shopper's methodology and a discussion of a hypothetical case study containing elements of good, adequate and poor advice, FPA members called for further clarification particularly in specific areas including what to include in a Statement of Advice ...

Social media strategy works: FPA

ELISE BURGESS | WEDNESDAY, 4 APR 2012

... figures released by the Financial Planning Association (FPA) on its own social media platforms found on average 40 FPA members per week are joining its LinkedIn Members Forum, taking the total number to over 1,000. Mark Rantall, chief executive of the ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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