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Showing 171 - 180 of 2306 results for "Financial Planner"

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
Research that is aiming to determine how formalising educational and ethics requirements impact the moral development of financial advisers is calling for participants. The Western Sydney University is canvassing financial advisers to take part in research ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
... said a professional registration should be the responsibility of the individual adviser, not their licensee. "A financial planner's registration should then follow them throughout their career and be a valued symbol of their professional status and commitment ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... Securities where he was a private client adviser for the last six years. Prior to this King was a director and senior financial planner at both Prosperitus and Ecential Financial and was also a financial adviser at AMP. Julian de Blonk has returned to ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
A new survey reveals that women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania to Adelaide. The new North Adelaide franchise has $41 million in funds under ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... the AMP group and prior to that was a national business development manager at Media Super and senior business financial planner at Westpac. The AFA has also named a general manager of marketing in Candice Spence. Spence has more than 25 years' experience ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... roles including scaled advice leader. She has a background as a financial adviser herself and is a certified financial planner. "Recognising the increasing importance of advice for members, Cbus is delighted to confirm Lynda's appointment as head ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... over the telephone or video, as well as an annual review. Clients with over £750,000 ($1.3m) have a dedicated financial planner. Head of Vanguard Europe Sean Hagerty commented that for some investors, the cost of advice is a barrier. "The data indicates ...