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Showing 5211 - 5220 of 18266 results for "Plan"

United front but no merger: AFA

JAMIE WILLIAMSON  |  MONDAY, 2 SEP 2019
The Association of Financial Advisers has rebuffed the possibility of a merger with the Financial Planning Association of Australia but acknowledged the two bodies are increasingly recognising the strength of a single voice and a single message. Speaking ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... generator? Do you micro-manage your team?" An integral part of successfully selling an advice business is to pick a date that you plan to be completely out of the business by and plan for what your life will look like after that date, she said. That ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
The Federal Government has extended the deadlines for financial advisers to pass the Financial Adviser Standards and Ethics Authority's exam, as well as meet its qualification requirements. Assistant Minister for Financial Services, Superannuation ...

YBR to remediate wealth clients

KARREN VERGARA  |  FRIDAY, 30 AUG 2019
Yellow Brick Road is expecting to compensate wealth clients close to $1 million for failing its fee disclosure statements obligations. During the 2019 financial year, the ASX-listed firm identified some advice clients with ongoing fee arrangements may ...

Chief economist update: The budget surplus can wait

BENJAMIN ONG  |  FRIDAY, 30 AUG 2019
It's rare for two economists to have a meeting of minds (you all know the economists' jokes), but I'm happy to read Jason Murphy's - an economist. He is the author of the new book Incentivology and an article on news.com.au entitled ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
The AFA Adviser of the Year for 2019 has been crowned at a gala dinner in Adelaide overnight. The Association of Financial Advisers has awarded its highest honours, presenting the Adviser of the Year, Female Excellence in Advice, Excellence in Education ...

Client ethics the future of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... tobacco free. "With the rise of young people managing their money and investing it's becoming the norm to have a financial plan that matches your ethics," she said. "Women and millennials want their ethics to match with their finances." She said the ...

Risk commissions must be retained: MetLife

JAMIE WILLIAMSON  |  THURSDAY, 29 AUG 2019
... they were willing to pay was out of step with what it actually costs to have an adviser design and implement an insurance plan. Respondents said they were willing to fork out between $1100 and $1300. When told it can often cost anywhere up to $5000 for ...

Business savvy needed ahead of FASEA deadline

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... there are twists and turns." He shared some case studies of clients he has worked with to develop an effective succession plan. One of the studies involved an adviser in his 60s who didn't want to go back to study to meet the FASEA requirements. The ...

Hejaz climbs Islamic fund ladder

KRISTI CHENG  |  THURSDAY, 29 AUG 2019
Hejaz Financial Services announced its flagship fund, the Global Ethical Fund, has outperformed Australia's other Islamic investment funds during FY19. It achieved gross returns of 6.82% per annum, while Crescent Wealth generated 4.56% per annum. ...