The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 831 - 840 of 950 results for "FPA"

It's time to work together: MDRT

HAMISH MADDEN | FRIDAY, 15 SEP 2006

... local advisers and associations, like the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA), worked together collaboratively. MDRT has 180 members in Australia, a number it hopes to increase five-fold in the next five ...

FPA broadens entry to CFP

KATE HAGE | WEDNESDAY, 23 AUG 2006

The Financial Planning Association (FPA) has broadened its entry criteria into the certified planner program in what it said is an effort to raise standards at a time when the industry's professionalism is coming under greater scrutiny. As of 1 January ...

Praemium adds NSW head of sales

KATE HAGE | THURSDAY, 13 JUL 2006

... client adviser, and was the business development manager and chapter development manager of the Financial Planning Association (FPA) while most recently working with Tribeca as their key account manager. The appointment follows the recent additions of ...

Fiducian adds advisers SMSF course

KATE HAGE | WEDNESDAY, 12 JUL 2006

... ticks in the right boxes from ASIC's perspective." The four day course will be run through Tribeca and will add to the 50 FPA accredited training hours and two Financial Planning Association (FPA) accredited professional development days that Fiducian's ...

Value of advice shines at Tupicoffs

... his one-off pro-bono work for a low income client saw them nearly $300,000 better off. Announced the winner of this year's FPA Value of Advice Award in the low income planning category, we spoke to Kendall to find out whether he had struck on a profitable ...

FPA preps members on conflicts of interest principles

... financial planners are putting their own paycheque before their clients' best interests, the Financial Planning Association (FPA) has issued a guide designed to help their members manage potential conflicts of interest. The four key principles for managing ...

FPA announces Value of Advice Awards 2006

The Financial Planning Association (FPA) has announced the winners of the inaugural Value of Advice Awards 2006. There are four main categories namely 'wealth accumulation', 'post-retirement planning and management', 'low income planning' and 'pre-retirement ...

FPA CEO formally signs on

HAMISH MADDEN | WEDNESDAY, 14 JUN 2006

The Financial Planning Association (FPA) announced that Jo-Anne Bloch has formally stepped into the role of chief executive officer after her appointment was announced in March. Bloch anticipates spending her first few weeks looking at policy issues ...

Associations need to raise standards themselves: Pearce

KATE HAGE | TUESDAY, 16 MAY 2006

... to take raising standards into their own hands. Opening the financial planning week for the Financial Planning Association (FPA) yesterday, Pearce said the industry was best left to self-regulation within the existing legal framework. "While regulation ...

FPA opens membership door to individual CFPs

KATE HAGE | MONDAY, 15 MAY 2006

The Financial Planning Association (FPA) has opened up their membership to more financial planners by finally doing away with the requirement that their members work for an FPA-affiliated dealer group. The restriction, that previously meant any certified ...

PAGE:

Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

Videos

Brought to you by

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Follow the leaders

A guaranteed future

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

The market has changed. The opportunity hasn't.

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE