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Showing 1171 - 1180 of 4062 results for "Financial planning"

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
... the changes now in effect, which is worrying considering the ramifications of a cyber breach incident on a financial planning or accounting practice," Plummer said. A quarter of respondents said their business as not doing enough to adequately protect ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... will be in Sydney on Thursday to present at a Netwealth CPD event which aims to discuss the broad theme of financial planning beyond 2020. Also presenting will be Netwealth head of technical services Keat Chew. "Conventionally when disruption is mentioned ...

Time to move beyond "cheap and generic" retirement products: Milliman

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
... households, but Gebler said "spending surveys of this nature have shortcomings when applied to the context of financial planning, which are revealed by Retirement ESP." As an example, he said that median expenditure for households aged 65-69 was $24,640 ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... cost retirees 30% to 40% more money to fund retirement without an annuity. Babbel, who visited Sydney to host financial planning events, said staggering annuities - particularly in a low interest rate environment and rising inflation where the return ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
... Family Trust. At the same time, he also traded as a financial adviser under the business name Glenn Connor Financial Planning. The regulator's investigation found Connor took advantage of his trusted position as an independent financial adviser by using ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
The former chief executive of the Financial Planning Association of Australia has farewelled the industry body, stepping down from the board to make way for a new director. Completing his term as a board director yesterday, Mark Rantall was FPA chief ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... 39% to $3.9 million, while adviser numbers rose 15% on the prior corresponding period. The division comprises financial planning, wealth management and corporate advisory services. The company completed its acquisition of Melbourne-based financial planning ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... director was also banned from the financial services industry. Separately, ASIC permanently banned former Charter Financial Planning adviser Brenton John Poynter for dishonestly charging clients more than $65,000 in fees. The investigation found he dishonestly ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... and their families at all life stages. We have invested in our service model for this reason - opening more financial planning offices and broadening our digital and online support." UniSuper now has $10 billion in members' funds under advice. Recent ...