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Showing 501 - 510 of 2302 results for "Financial Planner"

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
Those that feel more fulfilled in life are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia. New research released by the FPA shows that almost a quarter ...

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
Melbourne will host the Self-Managed Super Fund Expo next year, bringing together critical players in the SMSF space. New clients considering setting up an SMSF will have the chance to meet superannuation service providers, trustees and industry experts. ...

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... qualification deadline, as predicted. "Not to mention the consequences of a dramatic and sudden reduction in financial planner numbers that will impact tens of thousands of clients and hundreds of small business owners - or the effect shedding of employees ...

Industry fund and wealth manager finalise integration

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
Industry super fund First State Super is welcoming a new acting head of investment strategy as it transitions towards integration with recently acquired wealth management business StatePlus. StatePlus acting chief investment officer Michael Winchester ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...

VicSuper launches digital advice free from super speak

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Members of VicSuper now have free access to round-the-clock financial advice via an online coach, providing guidance on superannuation and retirement. Designed to improve member engagement, the Beeline service offers members direction around additional ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
... client coverage, MSCI Russel Chesler, director, investments & portfolio strategy, VanEck Australia Adrian McRae, financial planner, Grimsey Wealth Adam Dawes, wealth manager, Shaw and Partners John Dyall, head of investment research, Rainmaker Group ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Live polling conducted at the Financial Planning Association of Australia's National Roadshow demonstrates a strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. ...

The 2016 Census as a guide

BENJAMIN ONG  |  TUESDAY, 27 JUN 2017
Australia was in the midst of a recession; total population was just a little bit over 17 million; median house prices in Melbourne was $80,000 (in Sydney it was $115,825); there was rarely a traffic jam on the streets and you could take your pick of ...