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Showing 271 - 280 of 1758 results for "Financial Planners"

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... "Following on from the member feedback, we are once again raising concerns about the lack of recognition for financial planners that have a degree and have undergone significant training in financial planning through the CFP Certification Program," De ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... analyst Andrew Simpson highlighted the Royal Commission will result in changes to the business model employed by financial planners and their associates. It is absolutely crucial in a post-RC, FASEA environment that if a co-regulatory model is going ...

Royal Commission invite refused by Dover

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... McMaster replied. McMaster said he believed lawyers were qualified to do so, particularly if they are also financial planners, despite not all of the lawyers reviewing Dover's SoAs being financial planners. Costello then read from an opinion piece McMaster ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
Australian retail investors are more likely to trust human financial planners over robo-advisers - and by an overwhelming majority, according to the CFA Institute's 2018 survey of investor trust. More than 80% of the Aussie retail investors surveyed ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... mundane workloads not only to reduce costs, but ultimately focus more on client-centric tasks. After working with financial planners for a number of years, Carney said there were specific challenges that were preventing advisers from scaling and holding ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... and undertaken additional studies in financial planning." "Failure to recognise study completed by existing financial planners is likely to reduce the availability of financial planners and drive up costs for consumers," he said. "It is important for ...

Powerwrap adds top industry names

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... market. "With the breakdown in the vertically-integrated banking model, Powerwrap is uniquely placed to offer financial planners and wealth advisers a non-bank-owned partner to conduct and grow their wealth businesses," Davidson said. "Our track record ...

Top stocks shine in the long term: ABDO

KARREN VERGARA  |  FRIDAY, 23 MAR 2018
... according leading fund managers. Lazard Asset Management portfolio manager and analyst Philipp Hofflin urged financial planners at yesterday's Advisers Big Day Out Sydney road show to reflect on expected future returns at the height of a bull market. ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... "almost like losing control" of their finances. More work needs to be done to show retirees and particularly financial planners the value of income streams for life, Lytas said. Babbel pointed to a study from the American Economic Review demonstrating ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... simple, yet life-changing decisions around protecting themselves and their families, to become full-service financial planners. That's over-education and over-regulation," Trapnell said. "Risk advisers need qualifications in life insurance. Their job ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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