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Showing 1201 - 1210 of 4062 results for "Financial planning"

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... negative impacts later in life at retirement," the report reads. The report suggests that without adequate financial planning, women are particularly at risk. "There is an over-representation of women in these vulnerable groups who would benefit from ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... acquired the assets for $975 million. Dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning were all included in the deal, comprising 717 advisers and $19.5 billion in funds under advice. The acquisition is expected ...

Former Fidelity consultant joins Legg Mason

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... investment and relationship experience in the US, he brings a keen knowledge of markets, a strong background in financial planning and is an articulate communicator." "These skills, when coupled with his impressive track record at Fidelity, make him ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... Professional Development (CPD) points. Materials are accredited by the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) and Tax Practitioners Board (TPB). The academy's online learning management system has been ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A financial planning industry veteran is joining a specialist coaching firm with plans to expand the planning arm of the national business. Joining Slipstream Coaching is Phil Little. He has more than 30 years' financial services experience and most ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... the Financial Adviser Standard and Ethics Authority for approval of the Bachelor of Business (Accounting and Financial Planning Major) and Bachelor of Business (Financial Planning Major). "These courses have been designed in consultation with industry ...

ASIC shines spotlight on insurance advice

DARREN SNYDER  |  THURSDAY, 25 JAN 2018
Among the 200 financial planning client files reviewed by ASIC, 10% were considered to have serious concerns over life insurance arrangements. The corporate regulator most concerned about financial advice that led to clients changing life insurance ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
The Financial Planning Association of Australia has distanced itself from the draft education guidelines for existing advisers proposed by the Financial Adviser Standards and Ethics Authority, despite having its own accreditation standards at their ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... from 1 July 2014 to 28 February 2015 and 1 January 2017 to 31 March 2017; analysing 200 client files from the financial planning arms of AMP, ANZ, Commonwealth Bank, NAB and Westpac and respective dealer groups. In reviewing case files provided by the ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning and Financial Wisdom, as part of additional conditions ASIC imposed on AFSLs in August 2014. The banking and wealth group will ...