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Showing 221 - 230 of 1758 results for "Financial Planners"

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... acquire the remaining stake. TPP is the online broking platform is used by retail clients (Bell Direct) and financial planners and institutions (Desktop Broker). The technology is also white labelled by HSBC, Macquarie and Bell Potter Online. Managing ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... related to financial planning will likely see a drop in the use of financial advisers to access products. "Financial planners are also likely to be impacted by the need for greater fee disclosure, clarification of independence, improved focus on the ...

FASEA confirms code of ethics standard

HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
Following a period of consultation, the code of ethics set to govern the behaviour of financial planners and advisers from next year has been confirmed. On Monday, FASEA released the legislative instrument and explanatory statement of its code of ethics ...

Synchron renews calls on risk advice separation

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
... disciplines," Trapnell said. He said the skill set and services provided by specialist risk advisers are different from financial planners. "It is therefore difficult to see why there is such a push for them to hold the same qualifications and commit ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Capital intends to seek further advisory acquisitions as part of its growth strategy with focus on premium financial planners based Australia-wide, with offices in Melbourne, Sydney, Perth and Brisbane that will provide support, compliance and practice ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... Anthony's calibre join our team. Anthony will help build Copia's profile and distribution footprint to Australian financial planners as we embark on our next phase of growth," Cole said. Copia Investment Partners has about $1.6 billion in funds under ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... members, 22,000 employers and $8 billion in funds under management. Elders Financial Planning has more than 60 financial planners nationwide with more than $1 billion under advice.

AustralianSuper members exposed to security breach

KARREN VERGARA  |  TUESDAY, 1 JAN 2019
... Its "complex third-party environment" that's heavily reliant on the services of external administrators, financial planners and other outsourced providers increases the range of potential attack points cyber criminals can target and commit fraud ...

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
... relationship. Statewide Super general manager member engagement Tony D'Alessandro said the "accreditation of Elders Financial Planners allows the fund to service its members nationally, particularly in regional areas, with greater efficacy." "Statewide ...