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Showing 511 - 520 of 1758 results for "Financial Planners"

ASIC to face legal action over Storm Financial

LAURA MILLAN  |  THURSDAY, 5 FEB 2015
... alleges that ASIC had all the knowledge that it needed to start an enforceable undertaking (EU) against Storm Financial planners by late 2007 or, at the latest, by early 2008. However, it did not demand the EU until December 2008. ASIC "could have saved ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... insurance policies than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk products continue to be linked together as financial ...

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
... expected to start this month. Advisers eligible for the program must work for practices with over 50% of certified financial planners (CFP) and 75% of FPA members. As part of the deal, the FPA audits the two first pieces of advice given to each Cbus ...

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... expectations," Rantall said. Advisers eligible for the program must work for practices with over 50% of certified financial planners (CFP) and 75% of FPA members. As part of the deal, the FPA audits the two first pieces of advice given to each Cbus m ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
... of pro-bono and sponsorship programs with local charities. The Hillross Awards Program is open to certified financial planners (CFP) in the dealer group's network. A panel of judges from across the industry, including Financial Planning Association (FPA) ...

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
A Melbourne adviser is looking to crowd-fund a campaign to promote positive stories about financial planners. Spurred by negative press about the profession, Houghton Strategic Solutions owner and AFA member Melinda Houghton is launching Positivity ...

FPA sets sights on lifting professional standards

MARK SMITH  |  FRIDAY, 16 JAN 2015
... to end." Some of the recommendations the FPA wants to see implemented are a minimum degree qualification for financial planners, ongoing professional development for financial planners and an independent body to be the gatekeeper of minimum education ...

Medcraft backs national adviser exam

MARK SMITH  |  TUESDAY, 13 JAN 2015
... specialist advice areas. "Amongst other reforms, ANZ believes there should be a national competency exam for financial planners so that consumers have confidence that the financial planner that provides them with advice meets high industry standards," ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... number of independent experts. But its most groundbreaking decision was to lift the education requirements for financial planners. Following CBA's announcement, all major advice businesses except for ANZ announced they would increase their own standards ...

ANZ asks for US-style national adviser exam

LAURA MILLAN  |  THURSDAY, 11 DEC 2014
... of accreditation (education) is absolutely required and ANZ fully supports the fact education standards for financial planners need to be increased." However, ANZ is the only among the big four and AMP that has not established higher education requirements ...