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Showing 81 - 90 of 1579 results for %22Association of Financial Advisers%22

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... explored at an academic forum in New York. At the Global Committee of the Defined Contribution Institutional Investment Association (DCIIA) forum, Ernst & Young global pension and retirement leader Josef Pilger said the US system's greatest advantage ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... services some 12,000 Australian advisers. Outside of his Vanguard tenure, Bowerman served on the board of the SMSF Association, founded the FSC ETF working group and co-authored Wealth of Experience with Duffield. Vanguard Australia managing director ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
... threshold but said fund expenses are proportionality higher, and net returns lower, for lower balance funds. SMSF Association deputy chief executive Peter Burgess welcomed the news, he said: "It's a significant breakthrough for our sector to have that ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
The Financial Planning Association of Australia (FPA) announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney yesterday. Now in its 10th year, the FPA Awards recognise individuals ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
A rapidly ageing population has changed the face of retirement. Speaking at the Financial Planning Association of Australia's (FPA) Professionals Congress London Business School professor Andrew Scott explained why. Kicking things off, Scott said ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...