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Showing 321 - 330 of 1758 results for "Financial Planners"

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
... service providers." The expo will feature 100 exhibitors showcasing the products and services of fund managers, financial planners, administrators, auditors, legal and estate planners, associations, statutory authorities, accountants, and other players ...

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Australian baby boomers will struggle to receive quality financial advice as experienced financial planners continue to offload practices at bargain prices in the face of regulatory reform. As more high-level advice needs grow for Australians facing ...

Industry fund and wealth manager finalise integration

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
... management of $84 billion, including the administration of more than $21 billion in retirement funds with over 200 financial planners located in metropolitan and regional centres throughout Australia. First State Super and StatePlus plan to fully integrate ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
... and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% in 2017 with financial planners indicating they have clear intentions to continue to increase these allocations, Investment Trends chief executive Michael ...

VicSuper launches digital advice free from super speak

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... provide superannuation advice at scale, complementing its existing phone-based advice service and 40 in-house financial planners across Victoria. "Making decisions to help get your super in shape shouldn't have to be hard work. Simple steps and clear ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... to commence on January 1, 2019. "The timeline for the new standards is a sensible approach that will enable financial planners the time to prepare, and undertake further study if necessary. We look forward to working with FASEA closely over the coming ...

The 2016 Census as a guide

BENJAMIN ONG  |  TUESDAY, 27 JUN 2017
... out and the data it contains is a treasure-trove for long-time and budding entrepreneurs - and in our case, financial planners and investment institutions - in their quest to profit from the next big thing. According to the 2016 Census, Australia's population ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement. Lonsec Retire is an initiative between the research firm and actuarial provider ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
... one-quarter of respondents in the market research firm's annual survey of the most highly-regarded professions rated financial planners as having 'high' or 'very high' ethics and honesty. This however, dipped 2% from the prior year. Stockbrokers and ...