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Showing 3111 - 3120 of 9818 results for "Advisers"

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning for over 20 years. The University ...

Best of times, worst of times for advice

ELIZABETH MCARTHUR  |  FRIDAY, 22 NOV 2019
... break a cold sweat," Hutton said. "We're in the situation where there's a great need for advice but then there's a lot of advisers getting out of advice." He expressed disappointment with Australia's big banks exiting financial advice. "The banks are ...

Tropical theme Ponzi scheme busted

ELIZA BAVIN  |  FRIDAY, 22 NOV 2019
... investors, many of whom are the elderly or small business owners. The two are accused of falsely representing themselves as advisers and fiduciaries and knowingly misappropriating investor assets by diverting them to pay other investors and transferring ...

Cbus, UniSuper back new housing bond

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
... in need." ANZ, UBS and Westpac were the joint lead arrangers for the bond issue. King & Wood Mallesons was the legal advisers. In Victoria, HousingFirst and the Port Phillip Trust will get total $72 million, Haven Home Safe will get $65 million and Housing ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
The Association of Financial Advisers general manager, policy and professionalism Phil Anderson has hit back at Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield, over recognition of CPD. Glenfield made comments at a ...

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Two financial advisers in Sydney say they are on to the next big thing - helping clients succeed through rigorous, double-blind, scientifically backed personality tests. Tristan Scifo and Harry Goldberg at Purpose Advisory offer Personality Typing Coaching ...

Continued calls for code compliance extension

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Following ASIC providing relief to licensees in regards to ensuring advisers are registered with a compliance scheme, the Financial Planning Association of Australia is calling for more to ensure compliance. Speaking to Financial Standard, FPA head ...

Advisers serious about licensee due diligence

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2019
Financial advisers are now meeting with as many as 10 licensees before choosing a new home. This is according to HUB24 dealer group Paragem, which said advisers have doubled down on due diligence when it comes to selecting a new licensee, interviewing ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
The proportion of financial advisers specialising in life insurance has more than halved in the last five years, according to Investment Trends research. In its 2019 Planner Risk Report released today, Investment Trends revealed just 15% of advisers ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
ASIC has banned three financial advisers for up to five years each, in separate banning orders made recently. Wendy Michelle Chapman was banned for five years from providing any financial services. She was most recently employed as a senior planner ...