FPA opens Value of Advice awards
The Financial Planning Association (FPA) has opened its 2009 annual Value of Advice (VOA) awards in a year that has seen the very topic of the awards come under scrutiny in the financial services industry.
Running since 2006, the VOA awards acknowledge FPA members who show ‘best practice’ financial advice for their clients while also providing an opportunity to publicise their professionalism and build consumer confidence, according to FPA chief executive Jo-Anne Bloch.
“The VOA awards are designed to promote and define the value of professional advice,” Bloch said.
The FPA believes value of advice includes excellence in engaging and listening to clients, identifying client needs and helping to uncover life goals. It also involves analysing client circumstances, providing a financial plan and implementing a plan to help clients achieve their goals.
Entries are now being accepted from Certified Financial Planners (CFP) or those enrolled in the CFP program and close September 11.
Recommended for you
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders.
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model portfolio suite.
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year.
