Financial Planning Week gets underway
As part of Financial Planning Week, the Financial Planning Association (FPA) is running a number of seminars on financial advice and financial planning information, including running seminars promoting the value of quality financial advice to consumers around the country, and hosting several seminars aimed at teaching women about taking better care of their finances and the value of financial advice.
The FPA is also running seminars focused on teaching younger generations how to take care of their finances in a recessionary environment, and a seminar on property investing and the financial implications of the 2009 Budget for consumers.
Financial Planning Week will run until May 31.
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.