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Showing 71 - 80 of 1757 results for "Financial Planners"

FPA names new chair

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
... membership to achieve practical change and respect for our profession. There are a number of challenges still facing financial planners and I will work to be an advocate for our members and their clients," he said. "As a practitioner, I am acutely aware ...

Colonial First State settles super class action for $56.3m

ELIZABETH MCARTHUR  |  MONDAY, 4 APR 2022
... MySuper products, and left them in accounts with unnecessarily high fees, bearing the cost of commissions to financial planners, and receiving lower investment returns. MySuper law reforms required CFS to move members to these cheaper options, which ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... compliance-heavy advice process that advisers are required to comply with. "It will also set a framework enabling financial planners to provide affordable, engaging, scalable and professional advice," she said. John Maroney, the chief executive of the ...

Winner of Gwen Fletcher Memorial Award 2022 announced

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
... feedback around the CFP Certification Program, particularly around the practical application. The program equips financial planners with the skills to deliver the highest quality of advice to Australian consumers."

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
... elimination of layers of legislation that advisers face that ultimately comes at the expense of consumers. "Financial planners are not lawyers, but it may be that the regulatory and compliance requirements under one Act and Regulator differ from those ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ...

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... strategies by the deadline. The Financial Planning Association of Australia chief executive Sarah Abood said financial planners now look forward to their clients having the ability to access a broader range of options. The "one size fits all" approach ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... broadly," the submission reads. "Simply providing an exemption at this point, given the 37% drop in authorised financial planners to date and post the exam compliance cut off, will fail to attract exited financial advisers back, nor will it remove the ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... Abood will build upon the strong legacy of De Gori to further develop services and support for members and the financial planners of the future. Abood commented that she is joining the FPA at a crucial time in the profession's development. "There ...