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News


New FPA Fintech Buyers Guide helps financial planners decide what and if technology will help them

The FPA have released its FPA Fintech Buyers Guide and Checklist. The package includes a Technology Assessment Checklist and a guide for assessing the fintech needs of a financial planning practice and tips for selecting the right technology partner to help improve financial advice delivery.

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New online matching service pairs people with planners

A new ‘Find a Planner’ online matching service planned for release in early 2019 was announced by the Financial Planning Association of Australia (FPA) today at its annual FPA Professionals Congress.

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Strong start for new Future2 Foundation Chair

The Future2 Foundation welcomes its new Chair, Ms Petra Churcher, AFP® to lead the philanthropic arm of the FPA into the next chapter of its work helping disadvantaged young Australians.

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FPA responds after FASEA releases Summary of Standards

The Summary of Standards provides an overview of the key parameters for each of the Standards which will be reflected in the forthcoming legislative instruments and associated documentation.

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FASEA CEO Stephen Glenfield to make first public address at FPA Congress in Sydney

The FPA is delighted to confirm Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), is addressing delegates at the 2018 FPA Professionals Congress.

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Financial planners work up a sweat to exceed target for disadvantaged young Australians

A charity bike ride involving 20 financial planners and other financial services professionals from all over Australia leaves Sydney today in an effort to raise funds for disadvantaged young Australians in the ninth annual Wheel Classic fundraiser for the Future2 Foundation.

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FPA Conduct Review Commission imposes $50,000+ in fines on Sam Henderson

The FPA’s independent disciplinary body, the Conduct Review Commission (CRC), has imposed $50,000 in fines plus costs on Sam Henderson for the nine proven breaches of the FPA’s Code of Professional Practice.

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Future2 reaches $1 million milestone in grant giving to disadvantaged young Australians

More than $1 million has been contributed by the Future2 Foundation, to benefit disadvantaged young people across Australia since its inception 11 years ago.

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FPA lodges expression of interest to ASIC to establish a Code Monitoring Body

The FPA has lodged an expression of interest to ASIC this week to administer and enforce a compliance scheme for higher education and ethics standards across the financial planning profession.

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Awards finalists revealed ahead of FPA Professionals Congress

The FPA Awards recognise the achievements of outstanding financial planners, paraplanners, students and practices, and celebrate the individuals and businesses who go above and beyond for their local community.

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