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Showing 1051 - 1060 of 4062 results for "Financial Planning"

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL, Lifespan Financial ...

FASEA busts dishonest education providers

JAMIE WILLIAMSON  |  FRIDAY, 14 SEP 2018
... standards body reinforced that accrediting AQF8 graduate diplomas is earmarked for later this year. Separately, the Financial Planning Association of Australia has renewed its calls for a more pragmatic approach to raising financial adviser education ...

Life insurers admit to misconduct: Royal Commission

HARRISON WORLEY  |  MONDAY, 10 SEP 2018
... directed towards the products of aligned insurers. The commission heard that between 2014 and 2018, 26% of the ANZ Financial Planning APL consisted of OnePath products, yet 88% of new insurance premiums paid in 2014 were paid in respect of OnePath products. ...

Planning diploma relevant despite FASEA

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
New education requirements will not be the end of the Diploma of Financial Planning, according to a leading industry education provider. Currently the minimum education requirement for financial advisers, Mentor Education believes the DFP will continue ...

MLC, NULIS in court over $100m in illegitimate fees

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... Overall, remediation for impacted customers is expected to exceed $850m. Earlier this week, NAB announced NAB Financial Planning (FP) and NAB Direct Advice will no longer accept grandfathered commissions from NAB Wealth superannuation and investment ...

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... a 'Regulated Retail Investment Adviser Re-evaluation' test for financial advisers with a level 4 Diploma in Financial Planning. The objective of the re-evaluation is to identify areas of strength and weakness in technical knowledge and its application ...

Former MyPlanner adviser fails best interests test

JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
... Prior to that he was an authorised representative of Laura Dean Holdings and Future Advisers, and Luiten Shores Financial Planning.

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
A new financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Focused's Tom Dawe; Centaur Financial Services' Hugh Robertson; and Elliot Watson of Elliot Watson Financial Planning have been recognised. The 2018 AFA Practice of the Year Award finalists were also named, with Multiforte Financial Services ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... model to now meet the legal requirements for independence. Celebrating its 10th anniversary, Hogben Farrell Financial Planning in Kew, Victoria has changed its name to Guided Wealth. According to the practice, the name represents the direction the business ...