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FPA
Financial planning
The Financial Advice Association Australia has recommended a 10-year sunset clause in the experience pathway to support older advisers, as it reveals its membership is eq...
Financial planning
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
Financial planning
Almost half of the Association of Financial Advisers’ board and leadership team have opted to leave as the organisation transitions to the Financial Advice Association of...
Financial planning
If all FPA/AFA members join, over half of the Financial Advisers Register could be members of the new FAAA and the organisation will have to work to meet the needs of the...
Financial planning
AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia. ...
People & Products
The FPA’s Future2 Foundation will now include participants from the Association of Financial Advisers and the SMSF Association as board director Sarah Abood steps down. ...
Financial planning
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
Outsider
When it comes to a business merger, achieving the voting approval can be just the first step....
People & Products
The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team....
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....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...