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Showing 6341 - 6350 of 18271 results for "Plan"

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Advisers are calling for much needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of ...

Former Moneywise duo launch advice firm

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
Two former Moneywise executives have launched a new financial advice business with a focus on authenticity and a mission statement to make advice easier to understand for those who need it. Licensed through Charter Financial Planning, former Moneywise ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
After 25 years Financial Recruitment Group founder Judith Beck will no longer recruit, opting to instead focus her energy on the rapidly growing association Financial Executive Women. Beck said FRG will continue to consult directly to organisations ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

Industry fund chair steps down after three decades

EMMA RAPAPORT  |  MONDAY, 27 NOV 2017
Chair of industry super fund BUSSQ is stepping down after 33 years of service to the building, construction and civil services industry. Bob Lette, who has served on the board since the fund's inception in 1984, will be remembered for making a major ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Anxiety around ASIC's life insurance policy lapse rates review among financial advisers is "misplaced" as only the most serious misconduct would result in severe penalties, a senior official said. ASIC senior executive leader of the financial advisers ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... drew a line in the sand and valued what the business was worth. What came out of that process was a business improvement plan and succession-planning tool, she said. Assessing the future value of the business - and doing so every second year - enables ...

Treasury rolls out ASIC industry funding fee paper

ALEX BURKE  |  FRIDAY, 24 NOV 2017
... need for it" instead of the Australian public. "The industry funding model is an important component of the Government's plan to improve consumer outcomes in the financial services sector," O'Dwyer added. ASIC commissioner John Price welcomed the consultation ...