Future2 charity partner at FPA conference
The financial planning industry charitable foundation, Future 2, raised $160,000 last year and has been named the charity of choice for this year’s Financial Planning Association (FPA) conference on the Gold Coast.
The Future 2 chairman, AMP’s Steve Helmich, said that over $11,000 had been raised at last year’s FPA conference and this year’s venue would create the opportunity for planners to make a similar contribution.
AUTHOR
Mike Taylor
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.
