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Showing 1111 - 1120 of 4096 results for "Financial planning"

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 ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... be self-licensed, similar to the way a doctor would. Only two-in-five advisers (19%) opposed the idea. The Financial Planning Association of Australia's policy lead Ben Marshan believes the current AFS licensing regime is standing in the way of financial ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's founder and senior financial adviser, Louise Scifleet. ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... is one hour and carries one CPD point accredited through the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL insures about four million Australians.

Industry expert joins SMSFA board

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... self-managed superannuation fund specialist is joining the board of the SMSF Association on September 1. Verante Financial Planning director and financial planner Liam Shorte will replace Andrew Gale, who is stepping down after a six-year tenure. Sydney-based ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... asks where did advisers spend the most time actually delivering advice in FY18? A 2017 whitepaper from the Financial Planning Association of Australia shows the modern day financial adviser is one that embraces fintech solutions, which ultimately leads ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have ...