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Showing 1291 - 1300 of 4096 results for "financial planning"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in Hobart next week. Weissel, together with wetalkmoney's Tony Sandercock ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business, Sherwin Financial Planners, and seven other companies in January 2013 owing more than $30 million to clients. Sherwin ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
... opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do well to offer tailored services to professional athletes ...

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 ...