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

Search Results

Showing 411 - 420 of 1758 results for "Financial Planners"

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
... supporting TTR income streams will be removed, and concessional contribution caps reduced. "These changes mean financial planners must help clients navigate an increasing number of rules and consider the retrospective nature of these changes particularly ...

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... are responsible for approximately $210 million of client funds, comprising a team of seven, including three financial planners. The agreement includes a share swap of 49% of Sterling Planners' equity for AZ NGA shares and a progressive buy back of these ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
... said. This was supported by FPA chief executive Dante De Gori, who said the new reforms will require existing financial planners to meet stringent education and exam requirements, "but do not go so far as to require all existing planners to complete ...

AMP Capital partners with BetaShares for managed ETFs

ALEX BURKE  |  FRIDAY, 29 APR 2016
... managed funds in Australia. The recently released BetaShares/Investment Trends ETF Report found that 61% of financial planners are interested in using these funds as part of their investment process. "We look forward to working with AMP Capital to launch ...

Fiducian acquires three further firms

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... Jai Singh, manager business and development and distribution said: "Fiducian wants to grow with like-minded financial planners who adopt its compliance processes. This is important to ensure client best-interest." The acquired businesses will work with ...

Energy Super partners with robo-adviser

DARREN SNYDER  |  FRIDAY, 22 APR 2016
... which ranges from free, single-issue advice over the phone through to comprehensive advice from our experienced financial planners. Decimal's scalability and licensing model means we can roll out progressively and grow at any time." The project will ...

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... professional standards in advice. This legislation includes the introduction of a degree entry requirement for new financial planners, a professional year, and a code of ethics. "We have come a long way in setting strong foundations for a financial planning ...

Government releases draft life insurance regulations

ALEX BURKE  |  FRIDAY, 8 APR 2016
... client. "The clarification provided around the grandfathering of existing payments also provides certainty for financial planners and the businesses they work in while the life insurance framework is operating through the transition period."

ETFs moving to mainstream

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
... that the number of ETF investors exceeded expectations over the last 12 months, increasing by 37% to 202,000. Financial planners are continuing to embrace ETFs, with 44% of planners already using ETFs and a further 20% who intend to start using ETFs ...

Retention key driver behind planner salary increases

KERRIE SYDEE  |  WEDNESDAY, 6 APR 2016
... highlighted recruiting employees across digital technology as of interest, and that 56% of employers believed financial planners with high level technical knowledge were in high demand. Commenting on the survey results, Peter Dawson, principal, The Dawson ...