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

Search Results

Showing 21 - 30 of 243 results for "Planning industry"

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... Association of Australia questionnaire indicate the education levels of its members compare favourably to the planning industry overall. After 3200 members responded in the fortnight since the FPA issued its questionnaire, the association released an ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Social media commentators have called for structural changes to the financial planning industry after the Royal Commission wrapped up its investigation into financial advice this week. After a fortnight of revelations during the Royal Commission's probe ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A financial planning industry veteran is joining a specialist coaching firm with plans to expand the planning arm of the national business. Joining Slipstream Coaching is Phil Little. He has more than 30 years' financial services experience and most ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
Consumer trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... resolution to stressed companies, particularly if it's part of a large and complex group, he said. For the financial planning industry, Morrison said he is putting an end to the current system that allows some advisers to become qualified in providing ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... nominations for CEOs of financial planning firms, former financial advisers or those who have influenced the financial planning industry but now work at a fund manager, insurer or third-party service provider. Financial Standard also invited adviser ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... surveyed by Investment Trends maintain that the reforms will be of no benefit to their practice, the financial planning industry or consumers. "Many planners are evolving their business to meet the regulatory requirements. In addition to these changes ...

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
... Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry. Designed to showcase the extensive specialist knowledge and talent the dealer group has accumulated, the roadshow is open ...

Tech industry opens niche markets for advisers

MICHELLE BALTAZAR  |  TUESDAY, 30 MAY 2017
... released the Digital Pulse report with Deloitte. For more on how digital technologies will disrupt the financial planning industry, read our Special Report: Future Fit: Financial Advisers Thriving In The Digital Age.)

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... which determined there is a medium risk for money laundering and terrorism financing in the Australian financial planning industry. In order to combat this, AUSTRAC's new guide highlights "red flags" for financial crime in the form of an "easily accessible ...