The Financial Planning Association has penned a memorandum of understanding formalising its relationship with charitable organisation the Future2 Foundation.
Under the terms of the MoU, Future2 will become the official charitable foundation of the FPA, with its new tagline being “the foundation of the Australian Financial Planning Association”.
Future2 chair Steve Helmich, who is also AMP’s director of financial planning advice and services, the new understanding will have benefits for the charity.
“Aligning Future2 solely with the FPA opens the way to stronger engagement by the 8,500 financial planning professionals who are FPA members,” he said.
“With their support we will take our place at the heart of the financial planning profession and build a strong, vibrant future.”
The regulator has banned a financial adviser for five years and cancelled his firm’s AFSL. The Australian Securities ...
The lack of visibility and consistent regulatory instability are stopping prospective talent from entering the advice ...
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin