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Showing 451 - 460 of 2302 results for "Financial Planner"

Group insurance dominates life insurance channels: Poll

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... respondents said life insurance was available via their employer or super fund. Almost one-in-three (32%) used a financial planner to obtain life insurance cover, while only a few used a broker. The results counter conflicting reports from two different ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... been developed by the FPEC to provide curriculum and assess courses as a pathway into the FPA's own Certified Financial Planner designation. "The FPEC approved list was adopted by FASEA in October last year. It was never intended to be the standard for ...

Product agnostic planners boost ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
Australia's ETF market could have fee-for-service financial planners to thank for its ongoing growth. Total funds under management for ASX-listed ETFs increased 44.2% in the 12 months to November 2017 to hit a record $35.5 billion. Researcher Cerulli ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
Using the telephone was the most popular means of purchasing life insurance policies in the year to November, the latest Roy Morgan survey shows. One-quarter (24.7%) of the 7632 consumers polled in Roy Morgan's Single Source survey rang the company ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
Recognising the barriers to gender equality in the financial advice industry and taking steps to widen the entry door for women is vital to the positive progression of female advisers and traditional business models. State Street Global Advisors' SPDR ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... Advisers Register as a member of the Financial Planning Association of Australia, having attained his Certified Financial Planner qualification in 1996.

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... early in 2018 and urged those without a will not to create it on a 'do-it-yourself' basis, but instead use a financial planner or lawyer. "A specialist will ask the critical next level questions to ensure what you want to have happen, can happen - that ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Industry superannuation funds are set to continue their dominance of the sector, with not-for-profit funds already accounting for about two-thirds of Australia's total superannuation assets. Insights from Rainmaker Information show retail super funds ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ...