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Showing 11 - 20 of 243 results for "Planning industry"

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
... industry experience that has led them to develop a solution that will revolutionise the way in which the financial planning industry meets its regulatory requirements." Dodge is currently the executive director of commercial and legal advisory firm Redcourt ...

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... Hayne Royal Commission, this was very much a decision about the future of our business and the broader financial planning industry," Peters said. "Count's size, compliance focus and overall support offering, plus the strength of being backed by the ...

AMP urged to mediate with advisers

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... to extend its termination deadline, so that a resolution may be reached." Small businesses in the financial planning industry have faced a "great deal of turmoil" Carnell said, in the aftermath of the Royal Commission. She said hundreds of advisers are ...

Business giants attempt to crack financial planning

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... who started an impact investing fund after his exit from Swisse. Costa admitted he did not know the financial planning industry very well, but added that he knows it relies on relationships. He suggested looking into a concept called "connectedness". ...

HESTA strengthens financial advice team

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
... better financial future," he said. "We will also draw on Chris's knowledge and networks within the financial planning industry to establish and grow our product distribution footprint through the external financial adviser channel." Joiner said he has ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
... dealer group currently in a consultation period "no decision has been made yet." "Recent changes to the financial planning industry mean that it has become increasingly difficult for EFP, as a small scale dealer group, to generate the income required ...

Vote in the FS Power50 now

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... executives of licensees or dealer groups, former financial advisers or those who have influenced the financial planning industry but now work at a fund manager, insurer or third-party service provider have been excluded by Financial Standard. The Association ...

ClearView launches client-engagement guide

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... client engagement strategies to boost trust, loyalty and retention. ClearView also surveyed people in financial planning industry over November and December, as a part of its Client Retention Survey, whose findings are examined in the free guide. About ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... Certificate in Financial Planning and the Graduate Diploma in Financial Planning are also available. "The financial planning industry is facing significant changes both with the introduction of the new qualification standards and recommendations from ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... bottom line decline. While many advisers believe the Royal Commission has dented the reputation of the financial planning industry, the majority (66%) expect positive structural transformation will flow from FASEA-led reforms. Investment Trends research ...