Brought to you by:

FPA conference delegates focus on fintech

Facebook Twitter LinkedIn Google

Delegates at the Financial Planning Association’s (FPA) Professionals Congress in Hobart late last month were encouraged to embrace technological, social and regulatory change.

At the opening keynote session, the association released a report called Mapping Fintech to the Financial Planning Process: Why Fintech is not a Threat. This was discussed at a fintech workshop, and delegates also learned ways to future-proof their businesses from eight groups presenting at a fintech hub.

FPA CEO Dante De Gori says the technology focus prompted members to seek fintech solutions for their financial planning businesses.

“Our intent was to offer a program that engaged delegates on all levels, including a diverse range of topics from technical and regulatory updates to business development, staff and culture development, body language, and client engagement,” he said.

The Future2 celebration at the Museum of Old and New Art and the Women in Wealth breakfast were two other highlights of the conference, which drew more than 1100 delegates.

Perth’s Capital Partners Private Wealth Advisers was named professional practice of the year, and its adviser Michael Hayward was Certified Financial Planner professional of the year.

Sydney will host next year’s congress from November 21-23.