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|Search Results||Showing 1 - 10 of 28 results for "FPA Congress"|
|... to do to meet standard 7 or standard 3," he said. "Clearly we need to help with the guidance on that." During the FPA Congress, Glenfield fielded many questions from financial planners. When asked what question he'd had the most during the course ...|
|... 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 being a good corporate citizen, Suzanne Haddan, managing director of BFG Financial Services shared ...|
|... outlined its approach to assessing financial planner conduct in relation to the Code of Ethics. Speaking at the FPA Congress, AFCA deputy chief ombudsman June Smith said the body will take a measured and considered approach to interpreting the code's ...|
|In the most-talked about session on the FPA Congress program, former Queensland adviser James Cribb sat down with his lawyer Rhett Das to explain how he came to be banned and what he wishes he'd done differently. In July last year, Cribb was banned ...|
|... say that any forms of remuneration are specifically a conflict, FASEA chief executive Stephen Glenfield told the FPA Congress. Appearing as part of a regulatory update alongside ASIC commissioner Danielle Press, Glenfield said advisers should be using ...|
|... financial planner has shared how much her practice spends on compliance for every $100 of its revenue. Speaking at the FPA Congress, Angela Martyn of Personal Financial Services said $4.50 for every $100 of revenue is currently going towards compliance ...|
|... financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton, Kearsten ...|
|... Radek Sali, former Costa Group managing director Simon Costa and Flamingo AI chief executive Catriona Wallace at the FPA Congress. In response, Wallace said the first thing she's do is automate manual tasks in the practice. "We look at who is sitting ...|
|The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ...|
|... 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 on topical issues, pose and answer questions, and get feedback ...|
Victoria Funds Management Corporation has promoted a senior portfolio manager to head of equities, and hired from outside the company to fill the vacant role
COVID-19 has seen more than half a million Australians lose their jobs and countless businesses shuttered but for SMSF trustee landlords offering rent relief to those facing financial hardship could mean they fail to meet the sole purpose test.
Liberal MP Tim Wilson has written to APRA chair Wayne Byres urging the regulator to conduct an investigation into vertical integration at industry super funds and related conflicts of interest.
A corporate superannuation fund has pushed back its date of a planned successor fund transfer to Sunsuper by a year and is prepping members for potential future delays from COVID-19.
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