Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 1731 results for "Financial Planners"

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... chief executive Scott Miller said the technology acts as the "guard rails for developing compliant advice, and financial planners can generate in-house, same day comprehensive and personalised advice - for a multitude of advice areas in combination with ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... members since the release is around product issuers providing simple personal advice without using qualified financial planners. "And that in the case of super funds could be collectively charged," she said. "Without some controls built in, there is ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
... issues which are part of the reason for this Review." She stressed that relevant providers (financial advisers, financial planners and stockbrokers) will, in "some circumstances", be the only ones to provide advice. "Advice must be provided by a financial ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... client solutions and retirement Richard Dinham said pre-retirees are increasingly recognising the value of financial planners. "Major life changes such as retirement are challenging. Our research shows that pre-retirees approach retirement cautiously ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... Licence (ACL) which was more typically held by mortgage brokers and other finance industry participants, than financial planners," Miller said. But the lack of commission and small borrowing amounts make it unlikely that brokers will provide advice on ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... elements" of the corporations and financial services laws applicable to the provision of financial advice. "Financial planners are faced with regulatory duplication created by both the structure of the legislative hierarchy and the obligations contained ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... additional qualifications in the formal study of ethics, and a similar number of registered advisers are Certified Financial Planners or Chartered Financial Advisers. A further 3% were CPAs, while just 1% of advisers have formal qualifications in Aged ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... stronger together with a united voice. One single loud, dominant voice representing the lion's share of financial planners in this country is such a compelling reason as to why this merger should happen," he said, adding that this alone should be ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... metaverse. "I'm an optimist when it comes to technology, and I think that it enabling us to do more as financial planners has two major advantages," she said. "Firstly, it removes friction from the process." There are so many issues there that tech ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ...