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Showing 151 - 160 of 1757 results for "Financial Planners"

Adviser fears over ASIC relief

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
... supporting major institutions - perhaps superannuation funds - that have either customer service officers or financial planners within them, to rapidly issue documentation to support their existing client," he says. With super funds willing to absorb ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... managed accounts, particularly among advisers with lower-balance clients. According to the report, the number of financial planners who recommended managed accounts has doubled in the last five years. State Street Global Advisors head of SPDR ETF Asia ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
... moments, particularly as more advisers shift towards wealth coaching. "Over the last few years, the role of financial planners has shifted from 'investment adviser' to 'wealth coach'. Managed accounts are attractive because they allow planners to focus ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
... under management, administration and advice total. "We continue supporting our trusted network of Fiducian financial planners to expand, even when most of Australia is in an unfortunate lockdown situation," Fiducian head of business development and distribution ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... applauded financial advisers for stepping up to the challenge. "Just like every other business in Australia, financial planners have had to consider business continuity measures and ensure their business and staff can continue operating remotely," he ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... financial times. "Well-designed strategies that could withstand such markets have been encouraged for use by our financial planners and we have seen no evidence of fear driven withdrawers from our platforms so far," Fiducian said. "Client investments ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... makes it quite difficult for advisors to get a hold of that holistic view." Despite those issues, McArdle said financial planners who could find a way to implement cash management into their advice process would stand to benefit, citing the intergenerational ...

Bell FG appoints director, releases FY results

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... acquisition increased Bell Potter Capital's loan book to almost $550 million and provides access to the independent financial planners channel. It will also provide new products for the firm's stockbroking clients. The group expects the acquisition to ...

FASEA extension passes

ELIZABETH MCARTHUR  |  THURSDAY, 13 FEB 2020
... members to advocate for the extensions with their local members of parliament. "Thanks again to members and all financial planners who pushed for this with their local MP and to the AFA for their joint advocacy," De Gori said. At the second reading of ...