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Showing 621 - 630 of 2303 results for "Financial Planner"

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
Independent SMSF administrator MORE Super will move the administration of its 5,000 SMSFs from BGL's Simple Fund Desktop to Simple Fund 360. "We compared alternate cloud based SMSF administration solutions and whilst Simple Fund 360 was not the first ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
Challenger and CommInsure annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made ...

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
... and to have appropriate education and professional standards. "There's also been recognition that if you're a financial planner and you want to be a professional then you should be subject to a code of ethics. So the fact that some advisers are not subject ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
Technology providers can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an ...

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
... premiums to be paid up to date in order to receive payment. Exploring and understanding these differences with a financial planner could be a very worthwhile exercise."

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
MyPlanner has debuted its new end-to-end back-office solution for its network of 175 financial planners. Following a pilot program, the new system has been rolled out to the entire MyPlanner network: it provides statement of advice templates, document ...

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
A new survey from Mentor Education and Core Data has revealed that 75% of financial advisers support a bachelor of financial planning over a related bachelor's degree. The survey of over 500 financial advisers, including 400 financial planners, 86 accountants ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
... knowledge from previous roles at Suncorp as a corporate authorised representative, and at Westpac as a corporate financial planner. Pais said he chose Elders over other dealer groups "because they were able to provide a compelling dealer group offering ...