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Showing 281 - 290 of 1758 results for "Financial Planners"

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... He added the CFP designation is the only financial planning designation recognised worldwide that requires financial planners to adhere to world-class professional and ethical standards.

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
... standards released by FASEA in December 2017 in a video message. "The FPA has never advocated for existing financial planners to have to complete an approved undergraduate degree. The FPA position is to continue to support and recognise those members ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
The era of new business models and increasing education debt will see new financial planners begin their careers in salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief ...

Group insurance dominates life insurance channels: Poll

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... purchase experienced the most rapid growth of 108%, a jump from 4.6% or 168,000 policies to 10.8% or 349,000. Financial planners accounted for 7.3% of current policies, up from 7% five years ago, with policy numbers showing little change. Roy Morgan ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... approved list was adopted by FASEA in October last year. It was never intended to be the standard for existing financial planners," he said. He added that the association's position on existing financial planners is clearly mapped out in its white paper ...

Product agnostic planners boost ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
Australia's ETF market could have fee-for-service financial planners to thank for its ongoing growth. Total funds under management for ASX-listed ETFs increased 44.2% in the 12 months to November 2017 to hit a record $35.5 billion. Researcher Cerulli ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... successful in creating congruity between the client's investments and their goals." Reflecting this, many of the financial planners surveyed said they intend to become more goal-oriented in their approach. However, 87% cited challenges in the provision ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... the most rapid growth from 4.6% or 168,000 policies to 10.8% or 349,000 - jumping 108% over the same period. Financial planners account for 7.3% of current policies, up from 7% five years ago, with policy numbers showing no real change. A recent study ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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