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Showing 241 - 250 of 1758 results for "Financial Planners"

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... of Australia, Association of Financial Advisers or SMSF Association. The Association of Independently Owned Financial Planners has the lowest number of female members with 28 out of 131.

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... Finance Advisers Association, he Finance Brokers Association of Australia and Association of Independently Owned Financial Planners each have less than 500 advisers claiming membership. Excluding the IPA, these smaller bodies are in reality niche associations ...

FPA and AFA aim to administer adviser standards

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
... of interest before the October 31 deadline. FPA chief executive Dante De Gori said the association believes "financial planners and their clients can operate under a professional scheme rather than a more expensive commercial alternative which may not ...

Infrastructure manager grows local team

KANIKA SOOD  |  MONDAY, 22 OCT 2018
... O'Hare as a business development manager for Victoria and Tasmania in a Melbourne-based role. He will support financial planners with RARE Infrastructure's product offerings for clients. O'Hare was formally Powerwrap's manager of investments and business ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
... - the enshrinement of the terms 'financial planner' and 'financial adviser' in law, and the recognition of financial planners as signatories for Commonwealth statutory declarations, alongside lawyers, medical practitioners and justices of the peace ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... of the total population). They are now using Facebook to search for products and recommendations - including financial planners," said Pearse. Robinson also said that the appeal of social media cuts across multiple demographics, not just the millenials ...

Zurich helps advisers quantify cost of care

KARREN VERGARA  |  MONDAY, 1 OCT 2018
... 'pluck numbers out of the air' or search for the research themselves, she noted. Consequently, the advice financial planners deliver will help clients understand why they are paying a certain amount for premiums every month. Given the changes ...

Dishonest advice fees dent Westpac earnings

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
... Westpac said it has increased provisions for customer refunds where certain advice fees were charged by salaried financial planners following greater analysis dating back to 2008. "These include where advice services were not provided, as well as where ...

Super funds call for grandfathering ban

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
... Royal Commission, the Association of Superannuation Funds of Australia noted that trailing commissions paid to financial planners can provide "perverse incentives." "They are also commonly perceived as a more expensive and inferior arrangement to the ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
... FPA only registering 26%. FPA chief executive Dante De Gori said research shows consumer demand for female financial planners was growing. "The most important attributes for a good planner are being trustworthy, knowledgeable, and having strong emotional ...