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Showing 241 - 250 of 2301 results for "Financial Planner"

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
Advisers using BT's flagship platform now have access to a suite of State Street ETF model portfolios, as the popularity of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice. The unnamed advice business is located in Gippsland, Victoria and will see Fiducian's offices in Sale and Traralgon merge. The acquisition is ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... statement. FPA chief executive Dante De Gori said "Australians sleep better at night knowing they have a professional financial planner assisting them in managing their financial position, which is second only to their health in personal importance." ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
In an industry known for its reliance on pen and paper, financial advisers have been quick to pivot their business models in the face of COVID-19 and embrace technology. For tech-savvy advisers the COVID-19 spurred shutdown will likely see no material ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... Adviser chair Andrew Rocks took to LinkedIn to share his thoughts on the state of super, saying: "As a Certified Financial Planner - if I had recommended 60% of a client's portfolio in illiquid investments, under the guise of a balanced portfolio, I ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... compliance burden is huge." "Unfortunately, it is the less financially savvy, who don't have a professional financial planner to help, that will end up getting caught," MacDonald said. "It's a good thing that the media is highlighting the need ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... spent more than eight years at Westpac and St George across various roles, including two years as an advanced financial planner, having kicked off his career as a planner Empire Financial Planning in 2010. Howell's appointment wraps up a month of ...

Super scammers pose as authorities

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... cash in on the early release of unaware Aussie's super has backfired, with one scammer copping an earful from a financial planner he tried to swindle. Fraudsters are posing as agents from superannuation authorities in an attempt to rip-off unsuspecting ...