| | | The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. |
| | | | Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. |
| | | | Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. |
| | | | Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive client ... |
| | | | Speaking at the Financial Standard Technical Services Forum in Sydney this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced ... |
| | | | Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. |
| | | | The insurer has unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. |
| | | | The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). |
| | | | The Financial Planning Association of Australia's (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. |
| | | | A new paper from the Quality of Advice Review recommends life insurance commissions be retained, but additional disclosure rules be introduced to ensure clients consent to the payments. |
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