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Showing 1061 - 1070 of 4076 results for "Financial planning"

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning technical consultant Stuart McMullen reminded financial advisers that one of the biggest decisions clients have to make ...

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
The Financial Planning Association of Australia has snapped up an Association of Superannuation Funds of Australia senior policy adviser to fill a newly-created role. The FPA has created the role of professional practice manager to focus on the association's ...

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... financial advice clients with a cost-effective and efficient means of having important documents verified. Financial Planning Association of Australia chief executive Dante De Gori said the change marks a big win for consumers and the financial advice ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
... it comes to picking their tech stack - which at the end of the day, should be the focus of the future within financial planning technology," he said. Class strategic alliances director Glenn Poynton said supporting advisers was a key component of Class' ...

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 ...