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FPA
People & Products
Benjamin Marshan, general manager for policy and advocacy at the FPA, is to leave after seven years ahead of its merger with AFA with a replacement appointed in the inter...
Financial planning
The education provider has opened applications for 12 Women in Finance scholarships, marking the third year of the initiative. ...
Financial planning
With over 95% of both FPA and AFA members voting in favour, the proposed merger of the entities into the Financial Advice Association of Australia (FAA) has been confirme...
Financial planning
The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...
Financial planning
A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....
Financial planning
Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....
Financial planning
The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....
Financial planning
The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....
Financial planning
In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...
Financial planning
Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...
Financial planning
The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...
Financial planning
A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....
People & Products
Money Management has reviewed this year’s biggest people moves throughout the industry’s numerous financial organisations....
Financial planning
The FPA has welcomed guidance from the Australian Taxation Office on the tax deductibility of financial advice fees....
Financial planning
The FPA and AFA have entered the second round of member consultation on the proposed merger. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...