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Showing 71 - 80 of 2251 results for "Financial Planner"

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
The government will soon consult on its election promise to remove tertiary education requirements for experienced advisers and look to make improvements to the Code of Ethics. Assistant treasurer and minister for financial services Stephen Jones announced ...

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
... quality investment solutions to his clients. "I am passionate about financial advice," Shanker said. "As an ex-financial planner, I am acutely aware of the compliance and operational challenges facing the industry. I am excited about the prospect of ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
Members of the Authorised Representatives Association (ARA), have voted to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
The long-awaited Retirement Income Covenant comes into effect tomorrow and, with super funds unable to consider members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but ...

Super home buyer scheme fails to move the needle

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... situation might not be taken into account," she said. "It's vital that people seek the advice of a professional financial planner before making any decisions that will affect their financial situation and their superannuation." Notwithstanding greater ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
The former MLC and Perpetual chief executive will take over as chair of the platform later this year, in an announcement that also confirmed the company's chief executive. DASH Technology Group has named Lloyd as chair, effective September, citing his ...

FPA names new chair

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
... been laid for real change in our profession, and he brings substantial experience as a practicing CERTIFIED FINANCIAL PLANNER® professional to the role." Likewise, Sharpe said he has very big shoes to fill as he takes over from Broome. "I will continue ...

BetaShares opens Perth office, hires

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... for Vanguard, AMP and Zurich in distribution and sales roles. Earlier in his career, Prowse was a certified financial planner. BetaShares chief executive Alex Vynokur welcomed Prowse to the company. "We are delighted to welcome someone of Brendan's calibre ...

Colonial First State settles super class action for $56.3m

ELIZABETH MCARTHUR  |  MONDAY, 4 APR 2022
Colonial First State has settled a class action brought on behalf of approximately 100,000 super fund members who were allegedly rorted on fees. The class action alleged that CFS deliberately delayed transferring super fund members to the cheaper MySuper ...