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Showing 251 - 260 of 1758 results for "Financial Planners"

FPA appoints former ASFA adviser

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... assist FPA Professional Practices in expanding referral programs designed to connect Australians with certified financial planners. FPA chief executive Dante De Gori said: "Ken is uniquely qualified to take on this role. He brings with him 13 years' ...

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... their capacity to witness statutory declarations. "The FPA has been calling for the Government to recognise financial planners in this manner for over a decade as it will enable our members to better service their clients on a daily basis," he said. ...

CommInsure misled FOS: Royal Commission

KARREN VERGARA  |  THURSDAY, 13 SEP 2018
... claims made, 88% were denied in full. MLC sold 1684 sold accidental death policies via online, over phone or financial planners and received $34.2 million in premiums. About 103 claims were made and 61% denied. OnePath sold 3200 accidental death policies ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... rather than financial products, any friction that exists is removed," Henderson said. "Our aim is to empower financial planners with the software of the future and support the industry in its transition to an efficient, respected profession."

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June 2018, shows the industry is divided on the importance of health and wellbeing programs when recommending ...

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
Financial planners can help embattled farmers in drought stricken areas to urgently access their superannuation by lobbying the Federal Government for changes to super hardship policy. Certified Financial Planners Julie Matheson and Peter Roan are proposing ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... advisers in meeting clients' best interests by this means. The PC also wants ASIC to assess the feasibility of financial planners providing advice on home loans and other credit products, in the hope of opening up competition with mortgage brokers ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... O'Sullivan said the licensee is passionate about supporting a well-informed financial advice sector ensuring financial planners can provide the best possible outcomes for clients while scaling their businesses. "The Affinia community is a team of highly ...

Industry bodies respond to RG97 review

KARREN VERGARA  |  THURSDAY, 26 JUL 2018
... $500 billion is invested through platforms typically owned by banks and wealth management groups, and used by financial planners, he said. "Much of the complexity is driven by the structure of platforms which straddle both superannuation and non-super ...

BTFG will pay back grandfathered commissions to customers

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... clients," Mackay said. "Shane Oliver said today that good advisers are finding it hard to find clients. I say, good financial planners are having to turn away clients and are running full capacity."