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Showing 1131 - 1140 of 10928 results for "Planning"

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... this is an incredibly rewarding profession to be part of," she said. The FAAA already works closely with the Financial Planning Education Council and universities to attract graduates, as well as those looking to change career. It has also spent about ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... advisers based in the US expressed this sentiment in a survey conducted by Janus Henderson Investors and the Financial Planning Association. This impediment affects advisers' comfort levels when it comes to sourcing new clients, which, if not developed ...

Class action commenced against IG Markets

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
... that lost hundreds of millions trading contracts for difference (CFDs). In October 2022, the two firms said they were planning an action against the trading platform on behalf of up to 20,000 Australians who lost an estimated $800 million, according ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
In an aim to provide more educational resources for financial advisers, HUB24 has expanded its relationship with HR technology platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
The federal government provided clarity on the Non-Arm's Length Income (NALI) provisions related to expenditure incurred by superannuation funds - however, the industry says it requires further consideration. In last night's budget, the government ...

Budget cuts advisers' power bills, admin burden

KARREN VERGARA  |  TUESDAY, 9 MAY 2023
Operating a financial advice practice is set to become easier and cheaper under a raft of measures the federal government has introduced, which includes buffering the rising costs of power bills and reducing administration burdens. Federal treasurer ...

AFCA appoints lead ombudsman, investments and advice

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... resolution for over a decade. "He is a respected specialist in investments and advice complaints, in areas such as financial planning, derivatives, managed funds, timeshare, cryptocurrency and stockbroking," Smith said. "Shail has forged strong relationships ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Nearly two out of three clients who will inherit family wealth tend to stick with their parent's financial adviser, a new study reveals. Nuveen's inaugural Wealth inheritor research study, which canvassed about 500 investors from the US, found ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... opposed to younger Australians who might be more idealistic about earlier retirement or haven't yet given retirement planning appropriate thought," Vanguard suggested. When contemplating their desired yearly income during retirement, working-age Australians ...

UK to ban cold calling on all financial products

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
The UK is planning to ban cold calling on all financial products as part of a broader strategy for tackling scams. In an announcement from prime minister Rishi Sunak, the government said it is going to stop scams before they reach people. In part, this ...