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Showing 351 - 360 of 2302 results for "Financial Planner"

Royal Commission sparks risk book sell-off

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
Financial planners with smaller risk insurance books are looking to offload them now, save waiting for Commissioner Kenneth Hayne's final report. According to Radar Results, there has been a jump in the number of planners looking to sell risk books ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
The proportion of financial advisers who advise on responsible investing has almost doubled in the past two years, the latest industry survey reveals. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian ...

FASEA to assess professional advice designations

JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
... advisers that have completed a professional designation - such as the Financial Planning Association's Certified Financial Planner program or the Association of Financial Advisers' Fellow Chartered Financial Practitioner course - are entitled to credit ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
... mFunds is for the strategy, because they may overlap with other channels of raising capital. For example, a financial planner might set up mFunds to access the fund. Bentham is a founding member of the ASX mFunds. It now has four of its five funds on ...

FPA reviews disciplinary regulations

JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019. Conducted by FPA Conduct Review Commission (CRC) deputy ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... 16.8% of respondents invested in a wealth management product with the help of a professional adviser such as a financial planner and accountant. Clients that have up to $125,000 in either superannuation and managed funds will highly unlikely use a professional ...

New Bill bolsters retirement income

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
A new Bill backing the viability of retirement income has been tabled before Parliament. Introduced in Parliament on November 29, the Social Services and Other Legislation Amendment (Supporting Retirement Incomes) Bill 2018 proposes three main measures ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... location. Fiducian head of business development and distribution Jai Singh said: "We are excited to have this financial planner and their team join the Fiducian network. Our proven compliance process and systems for financial planning will support the ...

FASEA exam is not fair: Spot poll

KARREN VERGARA  |  MONDAY, 3 DEC 2018
... some advisers, however the requirement has been a fact of life for many years for those who hold the Certified Financial Planner (CFP) or Fellow Chartered Financial Practitioner (FChFP) designation. We therefore think 40 hours for all advisers is probably ...

Former planner charged with dishonesty

HARRISON WORLEY  |  FRIDAY, 30 NOV 2018
ASIC has charged a former financial planner with 13 dishonesty offences, for allegedly transferring SMSF funds to his own businesses. Bradley Grimm - who previously ran the now wound-up Ostrava Equities - allegedly transferred funds from the SMSFs of ...