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Showing 831 - 840 of 4061 results for "Financial planning"

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
With no legal or regulatory barriers to using technology to deliver advice, the Financial Planning Association of Australia is confident the future of your practice is paper-free and prosperous. Earlier this year, the FPA established The Future of the ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... launched in response to the need for community in a period of immense change for the profession. Introduced by the Financial Planning Association of Australia at the 2019 FPA Congress, the FPA Community platform will allow members to share their views ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
The Financial Planning Association of Australia has released a discussion paper outlining the major issues to impact the financial advice industry over the next five years. The Financial Planning Association of Australia has released a discussion paper ...

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... out that one of the areas that's often overlooked is the question of what kind of a budget the person has for financial planning, and how that should come into outlining goals. "ASIC is cracking down on this. When you are talking goals and objectives ...

Advice associations welcome ASIC stance

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
Australia's peak financial planning bodies have welcomed ASIC's stance on the Financial Planners and Advisers code of ethics, however remain concerned about the workability of certain standards. In separate statements, both the Financial Planning Association ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... open-minded and shake off some of that fear." Some of Tate-Lovery's top picks for the Congress for the 1500 financial planning professionals heading along include the Professional Practice Masterclass on day one and a session on the neuroscience of stress ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning for over 20 years. The University of Texas credits him as introducing the idea of "financial life dialogues" with his 2001 ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... degree level could be counted towards the education standard." He said recognition of the Advanced Diploma of Financial Planning is proof that FASEA has the capacity to approve training that is not at a degree level. Anderson added that the discussion ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... providing relief to licensees in regards to ensuring advisers are registered with a compliance scheme, the Financial Planning Association of Australia is calling for more to ensure compliance. Speaking to Financial Standard, FPA head of policy and standards ...