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Showing 101 - 110 of 1731 results for "Financial Planners"

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... COVID-19 and FASEA, they have plenty to deal with already," he said. "Time and resources are of the essence for financial planners today, so we have made the sign-up process quick, secure and compliant. Advisers can easily collect and manage client profiles ...

Women receive worse advice: Study

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... Utpal Bhattachary, trained men and women to pose as potential clients of 65 Hong Kong securities firms and financial planners that cater to retail investors. They found a male client was offered undiversified advice 13.5% of the time, while a female ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... entitled to compensation because they incurred financial losses as a result of conflicted or incorrect advice from financial planners affiliated with or directly employed by CommInsure's parent company. "We allege the Commonwealth Bank's licensed financial ...

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... on its way to regaining trust and trustworthiness. Locke said that AFCA receives very few complaints about financial planners, calculating to about 1.6% of the total work the complaints authority conducts.

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... the All Ords having rebounded by over 30% since the March sell-off. "At the start of the COVID-19 lockdown, financial planners' capital gain expectations dipped below zero temporarily but had since recovered slightly. 2020 is the first time we observe ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... Vanguard Australia's head of intermediary Rebecca Pope said: "As demand for low-cost, quality advice grows, financial planners are often assessed on their value-for-money proposition. But aside from portfolio and financial outcomes, planners have an ...

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
... Aspiro. Operations of Investar and Spitfire QP were unaffected. "Our first task is to transfer the remaining financial planners and their clients off Spitfire Assets Managers platforms to new advisory software as quickly as possible. Company management ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... digital delivery of advice to consumers, it said. The FPA Awards acknowledge the achievements of exceptional financial planners, paraplanners, university students and practices across the country, to celebrate individuals and businesses that "go above ...

Netwealth hits fund managers with new fee

KANIKA SOOD  |  FRIDAY, 31 JUL 2020
... the rebate fees]," they said. "At this stage, fees are such a sensitive issue...I think fee discussions with financial planners and clients are also very sensitive. "We will absorb them for now...If the market wants customisation, I will [have to] start ...