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Showing 381 - 390 of 1758 results for "Financial Planners"

ASIC bans former Macquarie advisers

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... Gardner provided strategic and financial planning advice to clients. ASIC deputy chairman Peter Kell said, "Financial planners are required to meet stringent compliance standards to protect the interests of their clients and instill confidence in the ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
... year, this is up from 10% in the previous report. "The LIF reforms are already testing the business models of financial planners across Australia," said Investment Trends senior analyst King Loong Choi. "Not only are they already reporting a fall in ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... often aren't living to our full potential. This might be because of fear, apathy, or a lack of planning. For financial planners, these are valuable insights into their client base," De Gori said. The research surveyed 1,016 Australians across baby boomers ...

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
... Australian Business Awards. Launched in October last year, RetireSmart is based on the bucket strategy used by financial planners and was created to address financial risks associated with longevity, "while acting as a simple and accessible solution ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
SMSF trustees are trending upwards in their use of financial planners for the first time since 2007 according to new research jointly released by Vanguard and Investment Trends. The firms' annual self-managed superannuation fund report, which collated ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... solutions to our industry, through a prism than hasn't been applied before. "I have always enjoyed working with Financial Planners and their business, I have seen how the power of good advice can really help clients in their lives, and this is an opportunity ...

InvestmentLink launches fintech data grant

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... collects data from over 600 funds, platforms, wraps and other accounts and is currently used by more than 12,000 financial planners and 200 dealer groups. The InvestmentLink platform holds data on over 4.4 million client accounts with more than $40 billion ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
... - which forms part of the ATO's broader focus on tax avoidance schemes - provides tailored information for financial planners, accountants and other advisers to help them identify, avoid and report illegal schemes. The ATO has identified a significant ...

ASIC hands down multiple bans

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
... a hearing, ASIC found Batros had contravened a financial services law. ASIC deputy chair Peter Kell said: "Financial planners are required to meet stringent compliance standards to protect the interests of their clients and instil confidence in the broader ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
... how to structure your portfolio or to do your own implementations. It's a broking model that fits well with financial planners and inside model portfolios and so on. Plus it's low cost - these are all the things that drive an SMSF investor," Shead said. ...