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Showing 211 - 220 of 2301 results for "Financial Planner"

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... needed to strengthen their financial position in the wake of COVID placed affordable advice and support from a financial planner of utmost importance, as well as tips and advice from companies on how to reduce bills (31.9%) and websites and free resources ...

Women receive worse advice: Study

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
Financial advisers tend to give female clients poorer advice and recommend riskier assets compared to male clients, a new study shows. Women are significantly more likely to receive undiversified financial advice than men, researchers from the Hong ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... new report finds. According to Investment Trends, 2.6 million non-advised Australians want the services of a financial planner over the next two years. This demand has jumped twofold from five years ago. The global pandemic has pushed many to seek professional ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
Class action proceedings have been filed against Count Financial, a former subsidiary of Commonwealth Bank of Australia after contravening its obligations under the Corporations Act. The proceedings filed by Piper Alderman in the Federal Court of Australia ...

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
Digital innovation could be the answer to tackling product-choice confusion and reducing red tape in the financial advice sector, according to an academic. Pamela Hanrahan, a lawyer and professor at University to New South Wales Business School, told ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
This year is the first time financial advisers have been less optimistic than retail investors, with advisers only anticipating capital gains of 1.3% over the next 12 months from local shares. That's according to the latest data from Investment Trends ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet ...

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
IFM Investors and Regal backed Spitfire has appointed administrators, as it looks to restructure the group after a shareholder reneged on promised funding. Olvera Advisors' Damien Hodgkinson and Kate Barnet were appointed as joint and several voluntary ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Submissions for the seven awards are now open and close on Monday, August 31. The categories include FPA Certified Financial Planner Professional of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award ...