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Showing 261 - 270 of 1758 results for "Financial Planners"

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... helping restore the reputation of the industry, Investment Trends research reveals. In the 12 months to May, financial planners lost 35 active clients and gained 20, netting to a lower client base and profitability, the 2018 Investment Trends Planner ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... see if they are ready for the challenge, Woods said. Investment Trends research released last month showed financial planners are increasingly looking for digital means to engage clients. The majority (88%) of advisers are strengthening their client ...

ASIC takes civil action against AMP

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
... Planning (AMPFP), alleging the division of the recently scrutinised mutual failed to ensure its authorised financial planners complied with the best interests duty of the Corporations Act. First aired during advice hearings at the Royal Commission earlier ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
Class has made a new functionality available to financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
... indicated they intend to retire following the acquisition. "In this project, we are supporting 2 of our experienced financial planners. One of the financial planners will operate from a new office in Brisbane's southern suburbs," Fiducian head of business ...

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... Financial Planning Association (FPA) In a 45-page pre-budget submission, the association representing 13,000 financial planners sets out 19 recommendations to the Federal Government. All but one of these recommendations are the same as last year. The ...

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
... during the Royal Commission - an element of pressure that eventually forced ANZ to cull sales incentives for its financial planners. Kelly then examines earnings momentum, balance sheets and ESG risks. He outlines ESG risk is central to decision making ...

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
ANZ will no longer factor in sales incentives while calculating bonuses for its financial planners and boot them out if they fail an audit twice, the bank announced today. As ANZ attempts to revive its advice business after Royal Commission hearings ...

Royal Commission to drive independent advice market: GlobalData

KANIKA SOOD  |  MONDAY, 30 APR 2018
Financial planners are likely to ditch the big four and AMP's wealth businesses to set shop alone, as customers move towards independent advice following the Royal Commission, according to GlobalData. Customers will become more discerning in their choice ...