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Showing 71 - 80 of 95 results for %22FPA Congress%22

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... changed, despite the leadership reshuffle. "We have just changed the bus driver," he said. Speaking to the media at the FPA Congress in Brisbane, Kendall said: "We are still on the same journey." Kendall said that current chief executive Mark Rantall ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... market conditions, according to Forte Asset Management director Steven Prendeville. Speaking at a panel session of the FPA Congress titled 'How to buy, sell or start your own practice', Prendeville revealed that his broking business had "three advice ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... with tools to put these ideas into practice with existing and new clients. Speaking at the Financial Planning Association (FPA) Professionals Congress in Brisbane, CBA executive general manager of wealth management advice Marianne Perkovic said that ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
... simple 10-15 minutes." Topdocs will be demonstrating its new Instant SMSF online application and ABN lodgement tool at the FPA Professionals Congress in Brisbane on November 18-20 (Stand No. 7).

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice. The FPA's comprehensive Life Insurance Advice guide had input from members ...

FPA awards open to submissions

ALEX BURKE  |  MONDAY, 3 AUG 2015
The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions. In addition to the FPA Certified Financial Planner Professional of the Year, FPA Financial Planner AFP of the Year, and Future2 Community Service awards ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... - Managed Accounts Finalists - Challenger, Commbank, Mercer, Nikko AM Sponsorship of the Year Platinum Asset Management - FPA Professionals Congress 2014 Finalists - ANZ, Australian Ethical Super, RARE Infrastructure, SSGA Public Relations Campaign of ...

FPA shines light on "catch-all" dilemma

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... policy and conduct Dante de Gori and Rockwell Olivier lawyer Peter Bobbin analysed the issue during a session at the FPA Congress in Adelaide. They noted that the disallowance of the government's changes to the FoFA legislation have brought back the ...