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

Search Results

Showing 441 - 450 of 2302 results for "Financial Planner"

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
The head of one of Australia's largest non-aligned financial advice dealer groups is arguing new education requirements could kill life insurance advice and recent research suggests the discipline may already have one foot in the grave. Synchron director ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
... of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil Kendall said the CFP is not a qualification ...

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
DomaCom has entered an integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... provision as planners, accountants and lawyers beyond the grave for the client." It is also not unusual the financial planner is requested to retain his or her relationship with the family to ensure continuity of investment and legacy strategy for the ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... Elsewhere, new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number of qualifications in 2017. The FPSB network added 15,726 CFPs ...

Planners vital to closing super gap: Research

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
... suggests there is greater potential for the superannuation gap to be closed if women were more inclined to engage a financial planner. According to a recent survey of more than 50,000 consumers, 8.3% of females purchase their superannuation from a financial ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
A large cohort of advisers without the necessary educational qualifications will not undertake further study to meet the professionalism deadline, Financial Standard's weekly survey reveals. Two-in-five or 39% of advisers don't intend to undertake tertiary ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... same time offering attractive career opportunities. In financial planning and wealth management, a Certified Financial Planner (CFP) with more than five years' experience can earn between $130,000 and $160,000 per annum in NSW, while the head of advice ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
The era of new business models and increasing education debt will see new financial planners begin their careers in salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief ...