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Showing 601 - 610 of 2303 results for "Financial Planner"

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... "People that seek advice don't understand the industry, so they trust you with their finances, and you as a financial planner are perhaps dealing with people or groups that aren't necessarily aligned with making sure that the service provided is equal ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... dealer group in August. Elders has experienced strong regional growth in 2016 adding a Kyogle based regional financial planner and practice to the group in July.

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... own scenario testing and better equip them to ask the right questions when it does come time to meet with a financial planner." Andriessen agrees higher education and professional standards will benefit the industry but notes the industry must work with ...

ASIC bans former Macquarie advisers

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... signed and backdated client authority form in 2013. Souriss, employed as a private client adviser, and strategic financial planner Gardner were both employed in the Brisbane office of Macquarie Equities. The ASIC investigation also found that Sourris ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser ...

Majority of Australians without financial plan

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Baby boomers are more optimistic than their younger counterparts, with 51% of generation X fearing they won't have enough money to retire compared to 40% of baby boomers, according to new research from the Financial Planning Association of Australia ...

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
The Australian Catholic Superannuation and Retirement Fund's automated retirement income solution has been recognised as an innovative product by the country's business community. Australian Catholic Super's RetireSmart account-based pension was a winner ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... validating their investment strategies and portfolio construction," Peker said. In the past year 37% of SMSFs used a financial planner, according to the report. This was slight increase from last year and represents the first uptick in SMSFs use of financial ...

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... Daniel Etherington has worked in the financial services industry for more than 32 years and became a Certified Financial Planner in 2001. Etherington said he was attracted to Fitzpatricks due to its private ownership model, client-first culture and strategic ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
AZ Next Generation Advisory has appointed a new general manager, financial planning. Adrian Ashton joins AZ NGA from Financial Keys, where he worked as a financial adviser. Prior to that, he was director of the licensee advice, mergers and acquisitions ...