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Showing 171 - 180 of 275 results for "Aspiration"

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...

Stockbrokers Association opens doors to advisers

KERRIE SYDEE  |  TUESDAY, 29 NOV 2016
... an allegation of misconduct is upheld, after providing a member with due process, membership will be cancelled. Our aspiration is to set the highest ethical standards and make sure they are upheld."

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
... technology and how can technology assist and make advisers hit their vision of servicing more clients," Chun said. "Our aspiration is to help address the advice needs of the market and we absolutely think there's a role for technology." Chun said the ...

Super funds should enforce corporate conduct: ASFA

ALEX BURKE  |  WEDNESDAY, 9 NOV 2016
It isn't "radical" for super funds to take an active role in corporate governance in listed companies, according to former Association of Superannuation Funds of Australia chair Jim Minto. Speaking at the 2016 ASFA Conference on the Gold Coast, Minto ...

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
A record number of university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career. More than 180 students from universities around Australia participated in teams or as individuals ...

RF Capital appoints senior Perpetual exec

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
RF Capital has appointed a global head of client, product and marketing. Prior to his new role, Dean Winterton was general manager distribution at Perpetual Investments - a position recently taken over by Matt Thompson, who originally joined Perpetual ...

$500,000 non-concessional cap scratched

DARREN SNYDER  |  THURSDAY, 15 SEP 2016
... cap," he said. "This ensures that we focus the entitlement for after tax contributions to those Australians who have an aspiration to maximise their superannuation balances and reach the transfer balance cap in the retirement phase, where a zero tax ...

Pitcher Partners enters into joint venture

ALEX BURKE  |  MONDAY, 12 SEP 2016
... partner Charlie Viola said. "The importance of insurance protection in any business undertaking or wealth creation aspiration cannot be underestimated. "However, insurance and its myriad of variations, options and offerings is highly complex and care ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ...