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Showing 311 - 320 of 2303 results for "Financial planner"

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 ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... transparency over their investments but at the same time may not be able to afford the annual costs that a full service financial planner might impose on them," Wigzell explained "So it's a lower cost, fully researched investment solution." The SMA ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
Two former Westpac executive financial planners have joined the leadership team of a national private wealth firm, seeing it expand interstate. Marc Smith and Patrick Duke have joined Integral Private Wealth, establishing the Sydney-based firm's first ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... "We have built a new tool which is effectively the world's first dating app for consumers connecting with a financial planner called Match My Planner," chief executive of the FPA Dante De Gori said. "In the end, the research told us that for trust to ...

NEOS grows sales teams

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2019
... regions. Yamen was most recently in a similar role with AIA Australia for three years, and prior to that was a financial planner at Melbourne-based Stephens and Plattfuss & Co. NEOS head of sales Charl du Plooy said: "We have assembled a team of industry ...

FASEA exam was fair: Poll

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... sitting the financial adviser exam and commence using the term "provisional financial adviser" or "provisional financial planner." Existing advisers have until 1 January 2021 to pass the financial adviser exam and until 1 January 2024 to reach an education ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
Commonwealth Bank is reviewing options for its CommSec Advisory business, including a potential sale. "As part of our focus on becoming a simpler, better bank, we are currently reviewing a number of options for CommSec's retail financial advice ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... advisers belonging to the FPA. FPA Wellbeing will be free to all FPA practitioner members including certified financial planner professionals, AFP and associate members. It will include access to personal, confidential support sessions with qualified ...