Search Results | Showing 1 - 10 of 952 results for "FPA" |
| | | ... as deputy chair of the FAAA board since the association's formation in April 2023, following the merger of the AFA and FPA. Veitch was one of the founding principals, and managing director, of her South Australian based practice, Mybluesky, she currently ... |
| | | | ... be joining Focus Partners Australia at such a pivotal time for the industry," Lane said. "I look forward to partnering with FPA's expanded capability in technology and operations to continue growing the business, enhancing the client experience and building ... |
| | | | ... professionalism. This is the second year the awards take place following the merger of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA). The finalists for the FAAA CFP Professional of the Year Award are Teneale ... |
| | | | ... The 208 US-based financial advisers canvassed by the Journal of Financial Planning and the Financial Planning Association (FPA) said cash and equivalents (76%) were the next most-popular recommendations, followed by managed funds (64%), and direct stocks ... |
| | | | Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ... |
| | | | ... that as of June 30, over 80% of eligible practitioner members had renewed across the AFA and Financial Planning Association (FPA). "That such a large percentage of advisers have transferred or renewed their membership is a real vote of confidence in ... |
| | | | ... today has officially launched, finalising the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team comprising David Sharpe as chair and ... |
| | | | ... Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be 'Policy, Practice, People - A united pathway for members', and will be ... |
| | | | ... policy and industry affairs, following an announcement last week that he is taking a small break after finishing up with the FPA. Marshan joined the FPA in 2015 as a manager for professional standards and advocacy and moved into several senior roles ... |
| | | | The Financial Planning Association of Australia (FPA) has voiced concerns over the proposed Compensation Scheme of Last Resort (CSLR) and Financial Accountability Regime (FAR) legislation. While acknowledging the positive impact of an effective CSLR ... |
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