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Showing 1801 - 1810 of 10932 results for "Planning"

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... bono financial advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over from Nick Hakes, who has stepped down as chair after four years but remains ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia ...

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
Challenger Life has updated its annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions. Ahead of the legislation of the Retirement Income Covenant ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... the help of a professional adviser, new research suggests. The survey of 2005 respondents canvassed by the Financial Planning Association of Australia's annual Money & Life Tracker found that Aussies want to be masters of their finance destiny as 41% ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
A high-net-worth advice firm opened its doors to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
The Association of Independently Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent ...

Adviser exam cost jumps under new bill

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
The Better Advice Bill is proposing several changes to the mandatory financial advice exam, including substantially increasing the cost of each sitting. The Financial Sector Reform (Hayne Royal Commission Response-Better Advice) Bill 2021 exposure draft ...

Mercer names super services leader

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... joining the UK office's human resources team in 2004 for two years and then became the chief executive of the Financial Planning Association of Australia (FPA) between 2006 and 2010. Mercer Australia chief executive David Bryant said Ross' experience ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... but he always shows the utmost care to his clients when they need it the most," Nowak said. Gayle McKew from Prosperity Planning Partners was the Queensland winner for an advice story that highlighted many interconnecting elements of holistic client ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  TUESDAY, 28 SEP 2021
The corporate regulator banned a Gold Coast-based financial adviser from providing financial services for four years and cancelled the associated AFSL for failure to comply with its general obligations. ASIC found that Frederick Steven Ackerman failed ...