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Showing 301 - 310 of 2302 results for "Financial Planner"

Rainmaker Group expands into ESG media, acquires The Sustainability Report

JAMIE WILLIAMSON  |  WEDNESDAY, 25 SEP 2019
Financial services information publishing company Rainmaker Group, publisher of Financial Standard, announced the acquisition of sustainable investment specialist publications The Sustainability Report and Audacious Investing. Following the purchase ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Financial advisers are increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit. The Australian Financial Review reported yesterday that stockbroking firm Ord Minnett is planning to purchase CommSec Advisory. It reported Ord Minnett was asked ...

Business savvy needed ahead of FASEA deadline

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
Connect Financial Service Brokers chief executive Paul Tynan gave financial advisers at the Association of Financial Advisers' National Conference some food for thought on succession planning and the state of the industry. Reflecting on the last 12 ...

Value but no trust in advice: Report

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
New research from ASIC reveals what consumers really think when it comes to financial advice. The independent research, commissioned by the regulator, found that while consumers can see the value in seeking financial advice, lack of trust in the industry ...

Government should intervene in BOLR changes: Opposition

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
The NSW shadow minister for finance and small business has asked what the state government is doing for advisers facing financial ruin as a result of AMP's plan to change Buyer of Last Resort terms. Speaking in NSW parliament earlier this week ...

Association policy lead to join Treasury

ELIZABETH MCARTHUR  |  THURSDAY, 15 AUG 2019
The head of policy at a major industry association has taken a new role with Federal Treasury. Jordan George has been the head of policy at the SMSF Association for seven and a half years. The SMSFA confirmed to Financial Standard that George will step ...

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
... after 16 years with ANZ, when things started to shift for financial advisers at the big bank. "The duties of a financial planner wouldn't change but relationships with ongoing clients were potentially going to change," Laird explained. Laird chose RI ...

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
The AMP Financial Planners Association will contest changes to AMP's Buyer of Last Resort terms flagged last week, saying the group has failed to meet contractual obligations to advisers. Last week, AMP signaled it would look to align BOLR business ...

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Just 11% of financial advisers plan to leave the industry if the full recommendations from the Royal Commission are implemented. However, data shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 ...