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Showing 531 - 540 of 2303 results for "Financial Planner"

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... partnered with Stockspot wanted a smart investment option for their clients, but didn't want to send them away to a financial planner. Our investment strategies have three years track record and our software keeps portfolios balanced so accountants don't ...

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
... Sentiment Survey shows. An overwhelming amount (82%) of the participants in the quarterly survey who used a financial planner rated the advice they received between 'good' to 'excellent'. The respondents said they rated it favourably because it was tailored ...

Employers urged to fund workers' financial advice

KARREN VERGARA  |  FRIDAY, 7 APR 2017
Employers should do more to help employees ease financial worries by providing work-funded financial advice, a new study from MetLife shows. About 68% of employers said helping staff make better financial decisions is important - but only one third ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry. Announcing the alliance at the 4th annual Financial Executive ...

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... advice by an additional $37 million. Fiducian manager of distribution and business development Jai Singh said one financial planner will operate on the NSW Central Coast, but did not disclose any further information about the company it is acquiring. ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... network. Joining under the Elders Financial Planning banner is Saltbush Financial Services. It is headed by financial planner Laurence Bonnici and becomes the third practice to join Elders in 2017. Saltbush provides business succession planning advice ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
ASIC has formed a committee comprising practicing financial advisers in a bid to improve the advice industry's engagement with the regulator. The Financial Advisers Consultative Committee (FACC) will complement ASIC's existing engagement with the industry ...

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
... register with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member. TPB director and financial planner Julie Berry told industry colleagues at a recent conference that if they have not yet registered with the TPB, they have ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... Thirty per cent of SMSF trustees made their most recent managed fund investment after receiving advice from their financial planner. The Black Sky report is based on an online survey of about 800 AMP Capital SMSF investors and developed each year to ...

ASIC permanently bans Queensland adviser

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
The Australian and Securities and Investment Commission permanently banned a former Anne Street Partners financial planner for engaging in deliberate acts of dishonesty. Daniel Peter Logan, formerly of Brisbane, failed to comply with financial services ...