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Showing 1 - 10 of 100+ results for "Financial Planners"

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 ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... financial bedrock before retirement contributes to life satisfaction. "This is an important consideration for financial planners as it indicates their role is evolving, as they have to also take into account their clients' overall emotional wellbeing ...

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong via Fong Financial Planners acted dishonestly while he was an authorised representative of AMP. It says he completed and submitted false information ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from across Australia. The awards also celebrate the individuals and ...

Financial Standard, Deakin University partner

STAFF WRITER  |  FRIDAY, 29 OCT 2021
... University can access FS Aspire CPD's range of content. Financial Standard has been providing CPD solutions for financial planners since 2009, launching the FS Aspire CPD platform in 2019, as well as running a host of CPD-accredited events including ...

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... responsibility - in this case by ensuring adequate and appropriate professional indemnity cover is in place for licensed financial planners - should be the first line of defence to address consumer compensation. For the past nine years there has been ...

Better Advice Bill gets green light

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... provision of financial advice. "Whilst this legislation now provides a level of clarity as to who regulates financial planners, there are still outstanding issues that need to be addressed through regulations," he said. "After eight years of constant ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... advisers, especially in relation to education and training. "Specialist risk advisers provide different services to financial planners," he said. "It doesn't make sense for them to hold the same qualifications or have to commit to the same educational ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional practices. The awards also celebrate the individuals and businesses ...
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