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Showing 421 - 430 of 2302 results for "Financial Planner"

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
ANZ will no longer factor in sales incentives while calculating bonuses for its financial planners and boot them out if they fail an audit twice, the bank announced today. As ANZ attempts to revive its advice business after Royal Commission hearings ...

Government names AFCA board members

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
Four industry figures, including a prominent Sydney financial planner, have been appointed to the board of the Australian Financial Complaints Authority (AFCA). The new members are Claire Mackay, Andrew Fairley, Erin Turner and Alan Wein. They join ...

Royal Commission to drive independent advice market: GlobalData

KANIKA SOOD  |  MONDAY, 30 APR 2018
Financial planners are likely to ditch the big four and AMP's wealth businesses to set shop alone, as customers move towards independent advice following the Royal Commission, according to GlobalData. Customers will become more discerning in their choice ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... fact, for over 10 years now a bachelor's degree, or its equivalent, has been a requirement for the Certified Financial Planner or CFP designation." The FPA has canvassed member opinion on Financial Adviser Standards and Ethics Authority proposals which ...

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 ...

Royal Commission invite refused by Dover

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... with the benefits of plenty of time and hindsight...How does a law degree equip you to judge what a qualified financial planner's standard of care should be? Law degrees do not include training in medicine, architecture or financial planning." Costello ...

Why wait for Royal Commission to address trust?

HARRISON WORLEY  |  WEDNESDAY, 18 APR 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," he said.

RC findings bring shame on advice industry: social media

ALEX BURKE  |  TUESDAY, 17 APR 2018
... self-licensed advice firm Capitalwise said this is the first time one has caused to feel shame for working as a financial planner. #bankingRC Is it just me or is the rejoinder "I'm uncertain" the new corporate version of "I can't recall"? Today's hearings ...

Social media singles out ASIC in Royal Commission coverage

ALEX BURKE  |  MONDAY, 16 APR 2018
... of the solution. #banksRC https://t.co/3cKZ9b0F2Y - Jeff Morris (@jmwhistleblower) April 15, 2018 Former CBA financial planner-turned-whistleblower Jeff Morris argued ASIC was incapable of reforming the advice industry. It would have made more sense ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 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. He added that members ...