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Showing 1261 - 1270 of 4062 results for "Financial planning"

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... previously said ASIC's interpretation of the terms "independent", "impartial" and "unbiased" is too restrictive. The Financial Planning Association of Australia (FPA) previously voiced its support for the definitions.

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... clients, in my opinion." Health & Finance Integrated chief executive William Johns shares a different view. A 2016 Financial Planning Association CFP Professional of the Year Award nominee, Johns has completed a Master of Disability Policy and Practice ...

FS Power50 announces most influential advisers

STAFF WRITER  |  MONDAY, 13 NOV 2017
... industry. The special edition, available on print, app and e-book, reflects the depth and diversity of Australia's financial planning community. It also showcases the important role that financial advisers play in improving the financial wellbeing of ...

Industry funds must renew aged care investment focus

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... executive Debby Blakey said yesterday. "Helping our members plan for their future aged care needs is part of the financial planning service we offer as part of supporting our members to achieve the best possible retirement." First State Super has also ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable of executing the efficient, repeatable and robust processes carried out ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... Wholesale Investment Management Agreement and you're no longer a financial planner. You now have PI risk that your financial planning policy won't cover," he said. Martinis warned advisers not to get caught out, saying that while not all PI insurers ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... to appeal to the Administrative Appeals Tribunal to review ASIC's decision. Meanwhile, former Commonwealth Financial Planning financial adviser Ricky David Gillespie pleaded guilty to forging 33 client documents and is due to be sentenced next month. ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... to deliver to increased efficiencies and cost savings sooner than anticipated." FinPal is a fully integrated financial planning software system helping financial advice businesses increase profitability, improve client engagement & satisfaction, enhance ...

Industry fund restructures, hires for member engagement

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
A $14 billion superannuation fund consolidated its member support and financial planning teams, creating an executive officer, member engagement role to lead the new division. Equipsuper has brought all of its contact and advice teams under one umbrella ...