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Showing 551 - 560 of 1758 results for "Financial Planners"

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
Young Australians are particularly interested in getting 'quick fix' tips from their financial planners, as opposed to long-term comprehensive advice, the Financial Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN  |  TUESDAY, 2 SEP 2014
... submissions to the second round of the FSI. Other points of debate are increasing ASIC's powers to immediately ban financial planners that are not providing proper advice, as well as changing disclosure obligations so aligned advisers and dealer groups ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... Matrix has 100 advisers and ClearView 87. But according to ClearView, the combined group would have over 200 financial planners and would be among the largest advice conglomerates by number of planners, ahead of Yellow Brick Road, Wealthsure or Lifespan. ...

Higher education will not fix advice industry problems: Accountants

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Mandatory education requirements for financial planners will not eliminate the problems that the financial advice sector has experienced in recent years, the Chartered Accountants Australia and New Zealand (CAANZ) said in a submission to the Financial ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... qualification requirement for advisers has not been adopted within the group yet. "At this stage, all of our financial planners hold the required [RG146] qualification. However we are moving to require a CFP accreditation, and are looking at how we will ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
National Australia Bank (NAB) and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications. NAB/MLC has been the latest to join the wave of Australian large financial institutions ...

Movers and shakers

... appointment will drive the next phase of Skaffold's distribution strategy. The company has recognised that financial planners are an increasing segment of its membership base. "Client case studies highlight how Skaffold allows advisers to serve client ...

Research group launches adviser rating app

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Consumers will be able to rate their financial planners through a mobile app, which includes an adviser register and is part of the broader Most Trusted Advisers network. The Beddoes Institute launched the network, the register and the app yesterday ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Australia's largest advice business AMP will require that all of its financial planners hold a post-graduate degree, a move that aims to increase trust in advisers. All existing and new AMP advisers must hold post-graduate qualifications such as a Certified ...

Skaffold appointment signals assault on SMSF market

STAFF WRITER  |  MONDAY, 18 AUG 2014
... appointment will drive the next phase of Skaffold's distribution strategy. The company has recognised that financial planners are an increasing segment of its membership base. "Client case studies highlight how Skaffold allows advisers to serve client ...