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Showing 201 - 210 of 1758 results for "Financial Planners"

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... recalibrate its business to focus on its core wealth management capabilities. CommSec Advisory has about 18 financial planners in Australia and approximately $4 billion in funds under advice. CBA's advice businesses are split across its business bank ...

Business savvy needed ahead of FASEA deadline

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... couldn't afford it or didn't want to pay. It's got nothing to do with conflicted remuneration," Tynan said. "Financial planners have long term KPIs, they are the only ones aligned to the client long term." With all this in mind, Tynan said succession ...

Value but no trust in advice: Report

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... them. I think they're misleading and deceptive and I think they're expensive... I haven't got a high regard for financial planners." The research found 41% of Australians reportedly intended to get personal financial advice in the future but many of ...

Government should intervene in BOLR changes: Opposition

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... Standard recently, AMP's Wade said the group has met all of its legal obligations, consulted with the AMP Financial Planners Association two weeks ahead of the announcement and provided detailed documentation to the association as well.

Association policy lead to join Treasury

ELIZABETH MCARTHUR  |  THURSDAY, 15 AUG 2019
... SMSF members who have over $750 billion in funds under management. The SMSFA consists of accountants, lawyers, financial planners, tax professionals and actuaries amongst others. It aims to assist SMSF trustees by providing them with education materials ...

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
The AMP Financial Planners Association will contest changes to AMP's Buyer of Last Resort terms flagged last week, saying the group has failed to meet contractual obligations to advisers. Last week, AMP signaled it would look to align BOLR business ...

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... said: "While heightened regulation will add time and cost pressures to their business, the vast majority of financial planners have no plans for leaving." He added that advisers face the task of having to adapt their businesses to the current environment. ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
Two former Westpac executive financial planners have joined the leadership team of a national private wealth firm, seeing it expand interstate. Marc Smith and Patrick Duke have joined Integral Private Wealth, establishing the Sydney-based firm's first ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... needed to interact with people and this tool connects people to have a dialogue (the consumers chooses how many financial planners they want to engage with) and allows them to ask questions and interact with a financial planner that has been matched ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found ...