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Weekend Reading for Financial Planners (Oct 16-17)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the announcement from Schwab Advisor Services that it will be requiring the 13,000 RIAs on its platform (including those migrating from TD Ameritrade) to hold at least $1 million of Errors & Omissions (E&O) insurance coverage, in the …

MEDIA STATEMENT IN RESPONSE TO THE FSC’S WHITE PAPER

The FPA broadly welcomes the release of the FSC’s white paper and its goal to reduce the cost of providing financial advice, allowing financial planners to spend more time with new and existing clients.

This white paper closely aligns with the FPA’s five-year policy-platform roadmap – Affordable advice, sustainable profession. Introduced in June 2020, …

Twenty finalists revealed in the 2021 FPA Awards

Sydney, 13 October 2021 – The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards.

Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards also celebrate the individuals and businesses …

Weekend Reading for Financial Planners (Oct 9-10)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the global financial services industry buzz of the “Pandora Papers”, the latest leak of the so-called “shadow financial system” used by certain ultra-high-net-worth households (including world leaders, other politicians, celebrities, and more), highlighting the ways the system is …