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| | | Consumer trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in ... |
| | | | A Silicon Valley-based firm co-founded by a former QIC chief strategist has recruited a new head of quantitative modelling. David Priest joins Jacobi Strategies from QIC, where he was a quantitative strategist. Prior to that, he was a quantitative analyst ... |
| | | | ... transition at all, but have a lot of experience and skills they can impart to new graduates and people entering the profession. In a draft proposal, the FPA is recommending a "supervising planner" with minimum five years' experience and a "mentoring ... |
| | | | A financial adviser licensed through Centrepoint Alliance's Professional Investment Services has been banned by ASIC for three years for incompetence. Ramana Rao of Metaplanners in South Australia was banned from providing financial services after it ... |
| | | | ... work with us, to our clients lives, to the companies we work for and will also, as a result, advance and improve the profession of financial advice in Australia," Mann and Navarro said. "We will always do the right thing, no matter what; we will be professional ... |
| | | | Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ... |
| | | | Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ... |
| | | | Anxiety around ASIC's life insurance policy lapse rates review among financial advisers is "misplaced" as only the most serious misconduct would result in severe penalties, a senior official said. ASIC senior executive leader of the financial advisers ... |
| | | | Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ... |
| | | | The rise of the "algorithmic advisers" requires a change in attitude and mindset from the financial advice and planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association ... |
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