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Showing 1381 - 1390 of 10928 results for "Planning"

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do ...

Time to throw out the antiquated lifetime annuity mindset

ANDREW MCKEAN  |  FRIDAY, 23 SEP 2022
Lifetime annuities have often been set and forget products - very stable, very predictable and linked to one asset with total inflexibility - but that's completely changed, Generation Life chief executive Grant Hackett said. The perception of traditional ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... while talking to licensees is there's an appreciation that we've got some expertise in the area of financial planning," he commented. "We're more commercial and pragmatic than we have been in the past. And we're trying to move with the ...

Equity Trustees wins AEMO mandate

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
... executive general manager Paul Verschuer described the establishment of the SFV as a major milestone as it moved from planning to active tender processes. "The SFV has been specifically designed as an independent entity to provide long-term certainty ...

Future2 Foundation appoints co-general managers

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
In their newly created roles, Lucy Timms and Madeleine Catlin will work with the board to lead the Financial Planning Association of Australia's charitable foundation in its goal to help disadvantaged young Australians. With over 14 years' experience ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... (QAR) for the first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah Abood and SMSF Association chief executive John Maroney. So far, Levy said ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
Padua Solutions co-founder and co-chief executive Anne-Marie Esler explained to the audience at the Association of Financial Advisers' (AFA) Thrive Conference that there are four key challenges facing the financial services industry. There are four ...

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... the last three and a half years, nearly 14,000 students have completed or are in the progress of completing financial planning qualifications. There was a total of 8659 qualification completions and nearly 5000 qualifications in progress. Highlighted ...

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Quality of Advice Review chair Michelle Levy believes providing financial advice with a focus on best interests duty and duty of priority is doing things the wrong way. Commenting on her proposal to replace the best interests duty and duty of priority ...

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Association of Financial Advisers (AFA) chief executive Phil Anderson believes this year may finally be one of positive change. "We're out there seeing things that are going to make it easier for advisers to provide quality advice to their clients ...