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Showing 411 - 420 of 2302 results for "Financial Planner"

ASIC takes civil action against AMP

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
The corporate regulator has commenced Federal Court proceedings against AMP Financial Planning (AMPFP), alleging the division of the recently scrutinised mutual failed to ensure its authorised financial planners complied with the best interests duty ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
... suggest that sales titles should be imposed on those who deal in product advice; and that the designations of financial planner and/or financial adviser should be restricted to those that receive no remuneration for product advice...In general, we believe ...

ASIC drags Westpac to court

KANIKA SOOD  |  MONDAY, 18 JUN 2018
ASIC has initiated civil penalty proceedings against Westpac in relation to a Perth financial planner whose poor advice has already seen the bank foot a $12 million bill to remediate clients. Sudhir Sinha provided financial advice in the Perth area ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
Class has made a new functionality available to financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality ...

VOFF asks Medcraft to "face the music"

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
... such as Medcraft's to key corporate governance positions." VOFF's sentiment was echoed by former CBA financial planner-turned-whistleblower Jeff Morris during the Royal Commission financial advice hearings, who tweeted that he had been trying ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
... Brisbane's southern suburbs," Fiducian head of business development and distribution Jai Singh said. "The other financial planner currently operates on the Sunshine Coast and will be servicing some of the acquired clients that reside geographically closer ...

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
When the clock strikes half past seven and Treasurer Scott Morrison starts to read his speech, here is what Australia's major financial services associations will be hoping for. Financial Planning Association (FPA) In a 45-page pre-budget submission ...

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
DNR Capital Australian Equities Income Portfolio manager Scott Kelly recently spoke to Financial Standard about how he determines what qualifies as quality. Kelly begins by explaining the five factors DNR use to determine quality, adding that an additional ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
... These announcements by FASEA and a refusal to acknowledge the study done in advanced diplomas and the Certified Financial Planner program will undermine that learning culture if it is not reviewed," FPA chair Neil Kendall said. This week, we ask if vertical ...