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Showing 861 - 870 of 4096 results for "financial planning"

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament. At the recent FPA Professionals ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... connecting women in financial advice. She is a former managing editor of Morningstar Australia; former editor of Financial Planning and Super Review magazines at Reed Business Information; and has previously served as managing editor of InvestorInfo. ...

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
For financial planning practices that don't have a clearly laid out business plan, the workload of meeting FASEA's Code of Ethics requirements can be a great push to get it in order, according to a speaker at the FPA Congress. In a session about ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... mentoring less experienced financial planners in his firm, De Gori said. "He is a strong advocate for the value of financial planning, and is a wonderful ambassador in leading our profession through change," he said. Touching on the Professional Practice ...

Business giants attempt to crack financial planning

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
If you were given a financial planning practice and you had until June 2020 to raise its revenue by 25%, how would you do it? That's a question that was put to former Swisse Vitamins boss Radek Sali, former Costa Group managing director Simon Costa ...

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 ...