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Showing 41 - 50 of 1757 results for "Financial Planners"

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... right staff. "We're very, very concerned about how many we've lost, and we know that we need more great financial planners. Demand is, so far, in excess of supply right now," she said. Perhaps the single greatest challenge facing the industry ...

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
... recurring revenue to just 2.5x. Justice Moshinsky found evidence of losses incurred by the lead applicant, Equity Financial Planners, and sample group member, Wealthstone, being $813,560 and $115,533 respectively, because of the changes. Moshinsky ordered ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... Life Insurance chief executive Adrian Stewart said: "Robert brings over two decades of experience working with financial planners and dealer groups in the wealth management space. He has a deep understanding of the advice industry and has a robust network ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... right staff. "We're very, very concerned about how many we've lost, and we know that we need more great financial planners. Demand is, so far, in excess of supply right now," she said. "Almost every member I talked to was saying we can't ...

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
... accompanied by a large increase in risk counts)," APRA said. "While average premiums also increased significantly for financial planners/advisers - this was accompanied by a large reduction in risk counts (which may instead be indicative of changes in ...

Former AMP adviser pleads guilty to dishonest conduct

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... pleaded guilty to three charges of dishonest conduct and is due to be sentenced. David Fong, who operated Fong Financial Planners, pleaded guilty on March 24 at the Perth Magistrates Court. Fong Financial Planners intentionally failed to disclose all ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... chief executive Scott Miller said the technology acts as the "guard rails for developing compliant advice, and financial planners can generate in-house, same day comprehensive and personalised advice - for a multitude of advice areas in combination with ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... members since the release is around product issuers providing simple personal advice without using qualified financial planners. "And that in the case of super funds could be collectively charged," she said. "Without some controls built in, there is ...

My mind has not been changed: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 8 FEB 2023
... issues which are part of the reason for this Review." She stressed that relevant providers (financial advisers, financial planners and stockbrokers) will, in "some circumstances", be the only ones to provide advice. "Advice must be provided by a financial ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... client solutions and retirement Richard Dinham said pre-retirees are increasingly recognising the value of financial planners. "Major life changes such as retirement are challenging. Our research shows that pre-retirees approach retirement cautiously ...