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Showing 1131 - 1140 of 4062 results for "Financial planning"

Uncertainty abounds future of advice regulation

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
... inquiry into financial advice on Friday, Senior Counsel Assisting Rowena Orr said the testimonies provided by the Financial Planning Association of Australia, the Association of Financial Advisers and ASIC gave rise to numerous questions around the adequacy ...

Government to increase SMSF member limit

KARREN VERGARA  |  MONDAY, 30 APR 2018
... years, arguing they will prove extremely beneficial to the SMSF sector by reducing red tape," he added. Verante Financial Planning director and SMSF specialist adviser Liam Shorte said on Twitter having six members opens up strategy options that can ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
Responses to a Financial Planning Association of Australia questionnaire indicate the education levels of its members compare favourably to the planning industry overall. After 3200 members responded in the fortnight since the FPA issued its questionnaire ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... Henderson's RC hearing 26 April: De Gori comes forward, Dover stays out The day's proceedings kicked off with Financial Planning Association of Australia (FPA) chief executive Dante De Gori fielding questions about high-profile member Sam Henderson's ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Social media commentators have called for structural changes to the financial planning industry after the Royal Commission wrapped up its investigation into financial advice this week. After a fortnight of revelations during the Royal Commission's probe ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... Today Show'. AMP kept unsuspecting clients in the dark: RC The Royal Commission censored the names of two AMP financial planning clients who currently don't know they are the victims of improper advice provided by an authorised representative. AMP knew ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... his self-managed superannuation fund which he sold in 2017 following a complaint by a former client to the Financial Planning Association of Australia. "When they floated, I was offered shares in the company, which I took up. It did come up in the FPA ...

Royal Commission invite refused by Dover

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... financial planner's standard of care should be? Law degrees do not include training in medicine, architecture or financial planning." Costello asked: "If that criticism was good as against FOS in January 2016, it was good against your process, wasn't ...

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
Elders Financial Planning has added four financial advisers, including one of its first to be located in Sydney CBD. The appointments include: Bishal Chhetri from Sydney (NSW), Steve Salvemini from Glenelg (SA), Brett Stephenson from the Sunshine Coast ...

Advice firm impersonated clients

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... financial advisers in Australia. In compiling this list, Financial Standard requested the assistance of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) to confirm that no one on the FS Power50 has breached their ...