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.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.