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Showing 91 - 100 of 1731 results for "Financial planners"

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... specialist area of financial planning and requires specific skills and a commitment to ongoing training. "Not all financial planners will become aged care advice specialists, but all financial planners must be aware what aged care is and the role that ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... announced the winner of its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New South Wales, took home the gong for semester two 2020. The ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... "The single disciplinary body should have primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... actually implement the advice drastically increases," he said. Instead, Six Park said it works in partnership with financial planners rather trying to disrupt the industry, reiterating that digital and holistic advice are complementary offerings. "Integrating ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... creating significant risks. "While we welcome reforms that improve the overall standard of financial advice, financial planners and their clients are paying an unreasonably high price for it," De Gori said. The FPA found that, when asked, 41% of Australians ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... types of investment vehicles at the very time the supply of and demand for them is growing significantly among financial planners and their clients." Ashton added that these are often more complex than many 'standard' managed funds and require significant ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... within industry, media, government and consumers about the definitions and roles of financial advisers and financial planners, and those that sell financial products." Further to replacing the term 'general advice', the FPA said consumers must be given ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
FASEA has released a draft Financial Planners & Advisers Code of Ethics 2019 Guide for consultation. The draft is intended to provide an explanation of the application of the code. "The Code of Ethics provides an ethical framework of values and standards ...

CBA progresses with divestment to AIA

ANNABELLE DICKSON  |  WEDNESDAY, 30 SEP 2020
... entitled to compensation because they incurred financial losses as a result of conflicted or incorrect advice from financial planners affiliated with or directly employed by CommInsure's parent company. "We allege the Commonwealth Bank's licensed ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... efficiently servicing clients. "After a decade of structural change, increased regulation and industry reform, many financial planners are finding it difficult to balance an increased compliance burden and still give their entire book of clients the ...