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Showing 3601 - 3610 of 18263 results for "Plan"

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when ...

Former adviser jailed for six years

KARREN VERGARA  |  WEDNESDAY, 26 MAY 2021
A former financial adviser will spend six years in prison for stealing nearly $3 million of clients' superannuation money. The District Court of New South Wales found Ross Andrew Hopkins, from Killara, guilty of 15 offences. Hopkins was the sole ...

Poor financial literacy failing young workers

KARREN VERGARA  |  TUESDAY, 25 MAY 2021
As more young workers turn to mum and dad, and social media for financial advice, a new survey finds that the educational system is failing to provide practical financial literacy skills for students as they navigate the workforce. The financial education ...

Advisers report burnout, breaking point: Research

KARREN VERGARA  |  TUESDAY, 25 MAY 2021
High levels of stress and anxiety are tempting 42% of financial advisers to exit the industry, as reports of burnout underscore the toll their work is taking on their physical and mental health, new research suggests. The inaugural Wellbeing of Financial ...

AMP adds partnered portfolios to MyNorth

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
AMP has launched six new partnered managed portfolios (PMP) with advice practices, bringing the total range to 11. A total of eight practices have added the six PMPs, which each represent distinct investment offers. Four are managed by Zenith and Mercer. ...

Victoria Devine launches investing platform

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
Financial adviser and personal finance influencer Victoria Devine is launching a She's on the Money branded investment platform, powered by robo-adviser Six Park. With a minimum investment of $5000, fans of She's on the Money (which has a social media ...

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
The rise of ethically minded financial advisers has reached the point where clients have been sacked because they do not align with their values. This is according to Zurich risk strategy specialist Adam Crabbe, who is seeing a shift in the emergence ...

Hostplus eyes Intrust merger

KANIKA SOOD, ELIZABETH MCARTHUR  |  FRIDAY, 21 MAY 2021
... membership that is close to both its key industries, and in a state it has eyed for a long time. Hostplus' strategic plan for FY18 to FY20 presented to its board identified Queensland as a core market for growing funds under management. The board ...

ASIC takes action against Equiti

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
ASIC is taking action against a financial services group for allegedly paying conflicted remuneration totalling $165,000 to its financial advisers who gave inappropriate SMSF and property advice. Equiti Financial Services (Equiti FS) - which is now ...

Pension fund appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 20 MAY 2021
... said she is honoured to be taking over the reins from Ehnes. "Jack has been an extraordinary mentor and business partner. I plan to carry forward our work on improving service delivery to our members and ensuring their financial security in retirement," ...