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| | ... just about financial assets either, he noted. "Other advice I would give is, in my experience, the very best financial planners don't just think about savings - that's only part of the issue," he said. "Wealth and health are being tied together because ... |
| | | ... being down but let's not forget that new entrants are joining our profession as well," she said. "Trust in financial planners is increasing from a low point of 35% in the wake of the Royal Commission to almost 50%." Abood also pointed to the willingness ... |
| | | ... FPA strongly believe there are substantial benefits to members from a merger, providing a united voice for financial planners and advisers." FPA chief executive Sarah Abood said: "We are determined that a merged association would honour the heritage ... |
| | | ... critical to understanding how long retirement income needs to last. "The main metric quoted by the media and financial planners to determine retirees' possible planning horizons is average life expectancy. In other words, an estimated lifespan based ... |
| | | ... changes to business models, and adviser numbers within large AFSLs. "These factors have caused a number of financial planners to leave the profession," the FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed ... |
| | | ... signifies PAC's intentions to aggressively grow its diversified business as it looks for additional independent financial planners to partner with and this acquisition solidifies our offering in the space." |
| | | ... this period," the FPA said. "Simply providing an exemption at this point, given the 43% drop in authorised financial planners to date and post the exam compliance cut off, will fail to attract exited financial advisers back, nor will it remove the regulatory ... |
| | | ... later this year. Held in Sydney on November 23-24, the Congress will host a range of sessions designed to help financial planners better understand the many changes and current issues facing the profession. It will also provide practical tools and information ... |
| | | ... executive Sarah Abood said. "There are activities that we're aware ASIC undertakes that have nothing to do with financial planners yet are funded by financial planners in the current model. The government has had to intervene twice in the past five years ... |
| | | ... lapsed in April this year, would not have covered managed investment schemes," Abood said. "This would leave financial planners to foot most of the bill for a scheme that would have left the majority of affected consumers unprotected." At present there ... |
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