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Showing 1391 - 1400 of 10928 results for "Planning"

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... non-relevant providers being able to provide financial advice. In closing, referring to the merger between the Financial Planning Association of Australia and AFA, Perera said he is extremely enthused about the organisations' next chapters. "The AFA ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
Assistant treasurer and minister for financial services Stephen Jones has told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
... service over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial Planning, Hillross Financial Services and AMP Life, which has since been acquired by Resolution Life. All ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... professional input, commit to being involved in shaping the professional policies, governance, processes, so that financial planning becomes a true profession run by advisers, like other established professions run theirs," Neilson said. To date, little ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
When it comes to financial planning, a growing number of high-net-worth (HNW) individuals are opting to DIY, according to new research collated by Investment Trends and sponsored by Praemium. The research, which involved polling 7500 investors, found ...

Ethereum merge: What it means for crypto

ANDREW MCKEAN  |  FRIDAY, 16 SEP 2022
... Caroline Bowler commented: "The successful Ethereum merge is an audacious feat of technical innovation." "Years in the planning, it demonstrates the robustness not just of the Ethereum network but also the viability of blockchain technology. For today ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
... highlighted that 46% of financial professionals currently use smart beta strategies and a further 40% are evaluating or planning to in the next year. It said 59% of surveyed participants employ two or more smart beta strategies, which is an increase ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
As its first in-person conference in three years, a 'Reunite, Resest' theme will underpin the Financial Planning Association of Australia's (FPA) Professionals Congress later this year. Held in Sydney on November 23-24, the Congress will host a range ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
New analysis of financial adviser numbers speculates as to how big the industry might be in 20 years' time, presenting a range of scenarios - including a world in which there might be no advisers left. Adviser numbers hit their peak in 2019 at 26,500 ...