All Articles tagged with 'Sarah Abood'

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FPA Professionals Congress reunites members and resets agenda

From FPA - Financial Planning Association

The Financial Planning Association of Australian (FPA) has wrapped up its first in-person Professionals Congress in three years, with over 1,200 delegates attending the two-day event in Sydney last week

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30 Nov 2022

The best of the best financial planners awarded at 2022 FPA Professional Congress

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney. Now in its

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25 Nov 2022

FPA rejects proposal from consumer groups to ban life insurance commissions

From FPA - Financial Planning Association

A number of consumer advocacy groups have called for the Quality of Advice Review to ban all remaining conflicts of interest in the advice industry, including life insurance commissions. However,

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24 Nov 2022

Update on FPA and AFA merger proposal

From FPA and AFA

The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have provided an update to members on the merger proposal, with the vote timing confirmed to

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08 Nov 2022

FPA welcomes Federal Budget – Looks forward to further reforms in May 2023

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) welcomes tonight’s federal budget, in particular measures to improve access to housing. FPA CEO Sarah Abood said: “Home ownership is one of the

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27 Oct 2022

FPA announces finalists of the 2022 FPA Awards

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has announced the finalists of the 2022 FPA Awards, which spans across four professional categories. Now in its 10th year, the FPA Awards

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25 Oct 2022

FPA seeks broader scope for CSLR and extension of ASIC levy freeze for another year in Pre-Budget Submission

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has called on the Federal Government to broaden its proposed Compensation Scheme of Last Resort (CSLR) as well as extend the freeze on

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11 Oct 2022

FPA joins with global network to mark World Financial Planning Day

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) will join the Financial Planning Standard Board (FPSB) and its global network of financial planning professional bodies to host the sixth annual World Financial

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06 Oct 2022

Australians who engage a financial planner have a better quality of life: FPA launches inaugural Value of Advice index

From FPA - Financial Planning Association

Australians with an active relationship with a financial planner are not only financially better off than unadvised Australians – they also have a better quality of life, according to new

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05 Oct 2022

Financial Planning Week to take place from 3-9 October 2022 – FPA to launch new research into the value of advice

From FPA - Financial Planning Association

The 22nd Financial Planning Week will take place in Australia from 3 – 9 October 2022, and the Financial Planning Association of Australia (FPA) has commissioned research to highlight the difference

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30 Sep 2022

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]