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Showing 1631 - 1640 of 10929 results for "Planning"

The Advisers Association appoints chair

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... clients." The TAA board is comprised of representatives from its member base: authorised representatives of AMP Financial Planning (AMPFP) and Hillross Financial Services.

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... bill has hit more than $1.2 billion - the highest liability among the major financial institutions. While NAB Financial Planning and NAB Private Wealth have remediated most of this amount with respect to fees for no service misconduct, NAB's former ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

Record FUA, revenue for Praemium

KARREN VERGARA  |  MONDAY, 14 FEB 2022
Despite reporting record growth in revenue and funds under administration, Praemium failed to make a profit in the half-year to December. The platform's revenue increased by 25% to $39.2 million, while total FUA increased by 43% to $49 billion. ...

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The financial advice sector is facing a shortage of skills, forcing firms to change how they do things to attract talent. Profusion divisional director Chris Gordon said he has observed a skilled staff shortage in advice, particularly for client service ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... themselves as retirement advice specialists. This is according to SuperEd chair Jeremy Duffield, who predicts that retirement planning will be a major focus of the 2022 Quality of Advice Review. Advisers are said to be in the empathy business as much ...

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... preparation, Hume is confident the industry is well-placed to develop and publish such strategies by the deadline. The Financial Planning Association of Australia chief executive Sarah Abood said financial planners now look forward to their clients having ...

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... together and let our voices be heard so that the people in power make the appropriate changes to improve the financial planning profession, not only for you but for your peers and for every Australian who should seek advice." Cachia also currently serves ...

AFA responds to Quality of Advice Review

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers hopes that the upcoming industry review will listen to the voices of clients and overhaul the advice process. In its submission to the draft terms of reference for the Quality of Advice Review, the AFA is calling ...

FPA reschedules Congress

CHLOE WALKER  |  WEDNESDAY, 9 FEB 2022
The Financial Planning Association of Australia is rescheduling its annual FPA Professionals Congress to November, taking place in-person at the ICC in Sydney. The FPA's flagship event was originally planned for 7-8 April, but following conversations ...