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Showing 3291 - 3300 of 18263 results for "Plan"

JPMorgan Chase acquires financial planning platform

JAMIE WILLIAMSON  |  FRIDAY, 24 SEP 2021
JPMorgan Chase is set to acquire a financial planning platform focused on the needs of college students and their families. The platform, Frank, currently serves more than five million students at over 6000 institutions across the US. It caters to those ...

ASIC clarifies adviser exam obligations

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
The corporate regulator is providing information for financial advisers who are unclear about their examination and qualification obligations. ASIC released further guidance under INFO 260 FAQs: Timeframe for passing the financial adviser exam. Financial ...

AFA Foundation supports thousands in need

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
In the face of COVID-19, the AFA Foundation raised just shy of $40,000 in FY21, helping 13 charities in the process. Last financial year, the AFA Foundation received 23 applications for grants and selected nine recipients in addition to its four charity ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Financial advisers must beware the pitfalls of problematic individual disability income insurance products and avoid circumstances that could land them in trouble with the financial complaints body. As part of a panel of experts at the Association of ...

Why advisers must understand Retirement Income Covenant

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Challenger chair, retirement income Jeremy Cooper presented to the AFA conference, discussing the new Retirement Income Covenant and how it will impact advisers. While the Retirement Income Covenant does not apply any new obligations to financial advisers ...

YFYS will impact advisers too

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Sunsuper chief economist Brian Parker addressed the Association of Financial Advisers' annual conference to explain what the Your Future, Your Super reforms mean for financial advisers. "These reforms are really important for our members, your clients ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
A hybrid delivery model of financial advice is not going anywhere as building relationships with clients remains crucial. Speaking at the Association of Financial Advisers (AFA) Conference, intelliflo chief sales officer UK & Australia Johann Koch reiterated ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Asendium has joined forces with a licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house ...

APRA to mandate independent certifications

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission. In a letter to registrable superannuation entity licensees, APRA clarified its position ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...