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Showing 201 - 210 of 2301 results for "Financial Planner"

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
The Financial Planning Association of Australia (FPA) is once again calling on lawmakers to change the term 'general advice' to diminish client confusion and enhance confidence in the industry. Instead of 'general advice', the FPA is recommending it ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating under the AFSL of independent group FYG Planners, which has over $3 billion in funds under ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
FASEA has released a draft Financial Planners & Advisers Code of Ethics 2019 Guide for consultation. The draft is intended to provide an explanation of the application of the code. "The Code of Ethics provides an ethical framework of values and standards ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... strengthen their financial position coming out of COVID-19. FPA chief executive Dante De Gori said those who had a financial planner by their side were able to cope more confidently than those who didn't. "The value of a financial plan has never been ...

Insurers prepare for tragic COVID-19 fall-out

ELIZABETH MCARTHUR  |  FRIDAY, 2 OCT 2020
... happen and we want to encourage people to reach out and have a conversation, particularly if they've got a financial planner. Often their planner can point them in the right direction or offer some tools if they're feeling insecure in that way." ...

CBA progresses with divestment to AIA

ANNABELLE DICKSON  |  WEDNESDAY, 30 SEP 2020
Commonwealth Bank has received another payment furthering the divestment of its life insurance business to AIA Group. CBA has received a payment of approximately $450 million for the sale of CommInsure Life with the proceeds resulting in a pro forma ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

SMSF changes unlikely to mushroom new funds

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... co-research with found only 22% thought of starting an SMSF on their own, while over 50% said an accountant or financial planner had first floated the idea.

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

CountPlus firm makes acquisition

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
... AdviceCo rebranded from Robson Partners in late 2019 and early this year welcomed two new principals: senior financial planner Christine Hallowes and senior accountant Debbie Bloffwitch. They join Evers, Troy Marchant, Gerard Andrews, Steve Walker and ...