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Showing 181 - 190 of 1758 results for "Financial planners"

Advice associations welcome ASIC stance

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
Australia's peak financial planning bodies have welcomed ASIC's stance on the Financial Planners and Advisers code of ethics, however remain concerned about the workability of certain standards. In separate statements, both the Financial Planning Association ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... played a key role in the design of this year's content, with a great deal of thought going into what time poor financial planners would be most interested in. Taking into account the context in which the Congress is taking place, the focus of the event ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... day one of the Congress about building relationships that last and flourish. "The session will be about why financial planners need to move their central value proposition from talking to their clients about a return on investment, to a return on life," ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... Ben Marshan said: "It was an important step for ASIC as there was a legal requirement for licensees to ensure financial planners were registered with a code monitoring body, and that registration was recorded on the financial adviser register before ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
... compliance and paperwork, coupled with an uncertain regulatory landscape, are the top challenges that prevent financial planners from growing their insurance advice," he said. "As a comparison, fewer planners consider client-related challenges to be ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
... from providing any financial services. She was most recently employed as a senior planner at Barossa-based Key Financial Planners, until September end when her licence ceased. Prior to this, she spent seven years at National Australia Bank, according ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... all advisers will have to be compliant with from 1 January 2020. "It is basically the law from 2020 that all financial planners need to incorporate this type of advice into their recommendations," Price said. "We believe these types of ethical investments ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... Gori said. "We already have 70 students registered as part of an initiative to engage the next generation of financial planners." The FPA has a dedicated team to boost student engagement. Students can attend the congress at a special rate and there will ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
... Planning's restructure of its business, my office has received dozens of requests for assistance from small business financial planners across a number of licensors, many of whom say they are facing financial ruin," Carnell said. "Small business owners ...

HESTA strengthens financial advice team

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
... he held since 2016. Previous to that he was the head of advice delivery at IFS and worked as a consultant to financial planners. Joiner has also held roles at Westpac and NAB. Speaking to Industry Moves, HESTA chief advice officer Matthew Halpin said ...

Editor's Choice

L1 Group sells Platinum's responsible entity to Equity Trustees

RIDDHIMA TALWANI
L1 Group has offloaded Platinum Investment Management Limited (PIML) to Equity Trustees (EQT), handing over the responsible entity (RE) role for the Platinum funds while keeping investment management in-house.

LGT poaches Koda Capital's top-rated adviser

RIDDHIMA TALWANI
LGT Wealth Management has poached Koda Capital's 2025 top-rated adviser and partner Frank Macindoe.

CareSuper rejigs beneficiary nominations, investment options

KARREN VERGARA
CareSuper has introduced several changes to its investment options and beneficiary nominations.

Fortnum pays $1.35m to settle ASIC lawsuit

MATTHEW WAI
Fortnum Private Wealth will pay a penalty of $1.35 million and ASIC's costs to resolve legal proceedings against the firm over a cyber governance matter which occurred between April 2021 and May 2023.

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