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Showing 301 - 310 of 1758 results for "Financial Planners"

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
... technological change driven by complex algorithms is nothing to fear as it's simply "not unique." Walsh said financial planners' fear-based thinking that technology will replace jobs must shift to ask how will jobs need to change. He stressed what this ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
More pillows in Australian bedrooms means there are consequences for financial planners across Australia as they try to match the lifestyle demands of clients. On top of residential property booms in Sydney and Melbourne, the 'pillowfication' of Australian ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
... principal of 360 Financial Advantage. Prior to joining 360, she was head of tax at Old Mill Accountants and Financial Planners. The second appointment is Jane Beverley, who is now managing principal of Evolution Advisers.

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud. Bradley Thomas Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... their disqualification will have access to the Administrative Appeals Tribunal - the same rights afforded to financial planners, he said. Most recently, Morrison enhanced APRA's crisis management ability to prepare for and manage a financial crisis ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... clients typically have the financial aspects of their retirement front of mind. "When they come to see one of our financial planners for advice, during the early discussions, we often uncover other concerns around their plans for all this new leisure ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... "Given that we are going to separate superannuation and insurance though, it makes sense for us to keep the ANZ Financial Planners and Wealth Connect and we need to engage them in the broader bank network to make sure we can offer those solutions," she ...

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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