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Showing 231 - 240 of 1758 results for "Financial Planners"

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... include the Financial Planning Association of Australia (FPA); Association of Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute of Australasia (FINSIA); Self-Managed Super Fund Association (SMSF Association); and ...

Royal Commission sparks risk book sell-off

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
Financial planners with smaller risk insurance books are looking to offload them now, save waiting for Commissioner Kenneth Hayne's final report. According to Radar Results, there has been a jump in the number of planners looking to sell risk books ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... reveals. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian financial planners, found 34% now provide advice on responsible investing. This is up from 19% in the 2016 survey. Investment Trends research ...

FPA reviews disciplinary regulations

JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
... "This has allowed us to ensure we meet the requirements for FPA's involvement in future code monitoring of financial planners, as well as providing an opportunity to review our processes in light of the learnings from the Royal Commission into Misconduct ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... Morgan industry communications director said Norman Morris said the task of encouraging more people to use financial planners has potentially been made more difficult in the short term thanks to financial services Royal Commission. This is further dampened ...

New Bill bolsters retirement income

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
... that provide certainty in retirement income." "It also provides a behavioural incentive for Australians and financial planners to make decisions that benefit their long-term financial wellbeing. It gives them a nudge to think about longevity products ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... join the Fiducian network. Our proven compliance process and systems for financial planning will support the financial planners involved in this project to grow our WA footprint." The company had 61 aligned planners and associates across Australia, as ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them based on location and a personalised profile of financial objectives. Similarly, FPA members can choose ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... education standards. The Master of Financial Planning will be suitable to new entrants to the industry and existing financial planners seeking to update their qualifications, UTS said. Associate professor and deputy chair of the UTS Business School finance ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... increased our Private Wealth Advisory team by attracting an impressive number of quality investment advisors and financial planners looking for an organisation that puts its clients first," he said.

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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