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| | | ... may have applied to some of the insurance policies," it said. Fong was an authorised representative of AMP Financial Planning between January 2004 to December 2014, as well as a credit representative for more than four years. In 2014, Fong was alleged ... |
| | | | More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ... |
| | | | ... interest rate hikes and more tests to check which straegies are performing well and which act as a buffer to risk. Scenario planning is hardly new. But Lill argues that what's different now is the sheer number of varieties that need to be modelled. ... |
| | | | ... advice, marketing, and client service functions. New entrants to the advice industry studying the Master of Financial Planning course at the University of Technology Sydney can currently test Asendium's software for practical experience before they g ... |
| | | | ... Perry. More than half (54%) of APAC investors plan to increase portfolio liquidity over the next 12 months, with 79% planning to increase allocations to private markets over the next five years. This number is even higher for APAC insurers, 90% of whom ... |
| | | | ... delivery of custodial SMS alongside its proprietary non-custodial service. The second objective is to provide financial planning practice clients with the first fully integrated end-to-end solution. This will enable advisers to deliver advice seamlessly ... |
| | | | Facing dodgy dates, ticking biological clocks and an endless procession of nosey family members asking after their private life, single women have plenty on their plates - and all with a serve of financial disadvantage on the side. Global statistics ... |
| | | | ... them in Victoria." Meanwhile, Ambitious Savers are not huge earners, but they've got big ambitions and they're planning for a better future. "They save, they're highly organised, they're pro free-trade and tend to vote Coalition," Ralph ... |
| | | | ... will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be 'Policy, Practice, People - A united ... |
| | | | ... to give people greater confidence to go and get professional advice while making important financial decisions - like planning for retirement or getting the best mortgage structure or insurance policies - and greater confidence in whatever advice they ... |
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