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Showing 391 - 400 of 1758 results for "Financial Planners"

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
... courses will be recognised, that there won't be questions asked." De Gori reminded attendees that existing financial planners will not need to complete a bachelor's degree but may need to upskill if they currently only hold a diploma or advanced diploma. ...

Super gets reality check on engagement

DARREN SNYDER  |  FRIDAY, 22 JUL 2016
... would be mothers. "One of the most fascinating groups was the young mums. They were already highly engaged financial planners - they have already spent a lot of time thinking how they'll get by being out of the workforce. Many of them were working to ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
... clients include all major accounting firms, law firms, many listed and private company groups, accountants, financial planners and many individual SMSF trustees.

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... $203 million of life insurance premiums under advice, advises on $8.1 billion of client assets and has 221 financial planners across Australia.

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... planning and the role retirement advice can play in building a stronger practice. "Ultimately, we want to help financial planners deliver the best possible client experience, which we know is key to building happy, long-term client relationships," DeGori ...

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
... more than tripled, in line with the country's ageing population and increased financial adviser referrals. "Financial planners are referring clients, particularly towards the end of the financial year as there can be significant financial planning advantages ...

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
... taking out a reverse mortgage, downsizing, renting, moving into a retirement home or building a granny flat. "Financial planners will be on the frontline and need to prepare themselves now for a wave of enquiries and requests for assistance and solutions. ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
MyPlanner has debuted its new end-to-end back-office solution for its network of 175 financial planners. Following a pilot program, the new system has been rolled out to the entire MyPlanner network: it provides statement of advice templates, document ...

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
... financial planning over a related bachelor's degree. The survey of over 500 financial advisers, including 400 financial planners, 86 accountants and 54 mortgage brokers, found that 55% of respondents believe a degree in financial planning will professionalise ...