Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1071 - 1080 of 4062 results for "Financial planning"

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... their animals suffering in this most devastating drought in NSW," he said. Matheson, a founding member of the Financial Planning Association of Australia (FPA), is calling on the 25,000 financial planners in Australia to lobby their federal member of ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

AMP appoints advice executive

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
... regtech company RFS Group. Prior to this he held a number of executive roles at ANZ, including general manager of financial planning Australia and general manager of mobile lending. Akers said Symons' expertise and experience were a valuable acquisition ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... co-authored the white paper with Hoven, said: "At stake is the threat to retail customers' willingness to access financial planning services. Recent studies show that even indirect exposure to misconduct destroys trust and results in non-participation." ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

AAT reduces former adviser's ban

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... financial services guides in which he falsely claimed he had held and completed courses related to a Diploma of Financial Planning. ASIC also found that in December 2014 Williams created false certifications of his claimed qualifications, and provided ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... the only adviser in their practice. AMP recently confirmed it is undertaking a review of practices across AMP Financial Planning and its aligned dealer groups. A majority of those practices are expected to be sole practitioner businesses. Speaking from ...

AMP dumps Horizons program

JAMIE WILLIAMSON  |  FRIDAY, 20 JUL 2018
... provided on-the-job training since 2009. Under the curriculum, candidates must complete Griffith University's financial planning skills course in their first year. "We're seeing growing demand for financial advice from Australians so we're strengthening ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... of banks exiting wealth management could see a shift in these figures. "With a great deal of activity in the financial planning market involving the major players to either exit or merge, it is important to focus on the high value customers at this time ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... their bottom line decline. While many advisers believe the Royal Commission has dented the reputation of the financial planning industry, the majority (66%) expect positive structural transformation will flow from FASEA-led reforms. Investment Trends ...