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Showing 251 - 260 of 2302 results for "Financial Planner"

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 ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
ASX-listed wealth and advice business Fiducian has assured its shareholders that none of its investors or superannuation members have been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
New research shows financial advisers are struggling to make time for important aspects of the advice process, including cash management. Macquarie's newly released Cash flow management opportunity report shows 93% of advisers recognise the value of ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
... disadvantage many Australians who currently use this arrangement to access affordable advice from their choice of financial planner." First State Super, which is merging with VicSuper to create a $130 billion fund, is also arguing changes to the ways ...

Consumers trust Google over advisers: NobleOak

ALLY SELBY  |  TUESDAY, 25 FEB 2020
... going online to access information. "Interestingly... consumers are less likely to request expert advice from a financial planner with 44% seeking advice from family, while only 34% seek advice from an expert," the research states. The Royal Commission ...

Bell FG appoints director, releases FY results

ALLY SELBY  |  FRIDAY, 21 FEB 2020
Bell Financial Group has appointed an industry veteran as a non-executive director to its board, effective immediately. Christine Feldmanis adds the role to her already impressive resume; currently serving as a director of Perpetual Equity Investment ...

FASEA extension passes

ELIZABETH MCARTHUR  |  THURSDAY, 13 FEB 2020
The bill to extend deadlines for the Financial Adviser Standards and Ethics Authority exam and education requirements has passed the House of Representatives. The Treasury Laws Amendment (2019 Measures No.3) Bill amends the Corporations Act so that ...

De Ferrari unaware of legal action

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
AMP chief executive Francesco De Ferrari has said he is not aware of any impending legal action in relation to the group's financial advice business. Speaking to media after the release of the group's financial results, De Ferrari said that while he ...

AMPFPA action progresses, associations merge

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2020
The AMP Financial Planners Association is anticipating a class action to be filed on behalf of its members later this month, as it gears up to merge with the Hillross Advisers Association. Speaking to Financial Standard, AMPFPA chief executive Neil ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
Lonsec has released a new product which it says will help financial advisers avoid getting caught out by the Financial Adviser Standards and Ethics Authority Code of Ethics. Lonsec says it has solutions to help financial advisers meet the Code of Ethics ...