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Showing 511 - 520 of 2303 results for "Financial Planner"

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 ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement. Lonsec Retire is an initiative between the research firm and actuarial provider ...

Gen Y leading retirement readiness: research

ALEX BURKE  |  THURSDAY, 15 JUN 2017
... 40% of Gen Y respondents made voluntary super contributions and 71% currently use or intend to make use of a financial planner. "Generation Y are building great habits and setting themselves up for success in retirement," Cronin said. "The fact that ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... banned from providing financial services for five years following an ASIC investigation. Sudhir Kumar Sinha, a financial planner from Western Australian, was found to have systematically failed to meet his ongoing advice service obligations over a period ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows. About one-quarter of respondents in the market research firm's annual survey of the most highly-regarded ...

Value of advice still unclear: IOOF

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Australians are still dissuaded by the cost of seeking financial advice, despite those that receive financial advice being 21% more likely to have greater piece of mind. A whitepaper from IOOF found the benefits of advice must outweigh the cost in order ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials. Protecting Seniors Wealth has launched ...

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
Financial data provider InvestmentLink appointed a chief commercial officer to help grow its wealth management platform. Owen Joyce is the new chief commercial officer of CashDeck and is responsible for developing solutions that will assist financial ...

FPA to quell adviser fears around education

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
... new body on setting the new standards. Once introduced, they will provide assurance to consumers that their financial planner will be highly trained, experienced and subject to an enforceable code of ethics," De Gori said. The FPA National Roadshow travels ...

First State Super appoints CFO

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
Profit-to-member superannuation fund First State Super is expanding its executive team with the appointment of a chief financial officer. Tim Elliott, previously the chief operating officer and chief financial officer at StatePlus, has taken up the ...