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Showing 631 - 640 of 2303 results for "Financial Planner"

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... research suggests is that up to two in three millennials prefer digital advice over advice delivered through a financial planner and that one in three millennials prefer to have advice from Siri or Google compared to having it from a financial planner ...

Super gap concerns plaguing over 50s

KERRIE SYDEE  |  FRIDAY, 3 JUN 2016
... to help maximise their retirement savings. "Our research found that over 40% of Australians have never used a financial planner and don't have a financial plan, so there is more work to be done to ensure that Australians are adequately prepared for their ...

Award-winning adviser joins APESB

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... Financial, Claire Mackay, will join the board from July 1. Mackay is a qualified charted accountant, certified financial planner, self-managed super fund expert and qualified lawyer. Mackay is also a member of the ASIC External Advisory Panel, an adjunct ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... value of financial advisers when it comes to super, with 62% agreeing that seeking the advice of a professional financial planner is a key way to improve the understanding of their super. Globally, millennial investors were more likely to use financial ...

Foreign managers priced out of super

ALEX BURKE  |  MONDAY, 30 MAY 2016
Australia's "brutally competitive" superannuation system makes it a high-risk prospect for foreign investment managers, according to Cerulli Associates research. The Cerulli Edge - Asia-Pacific Edition, 2Q 2016 report highlighted the aggressive downward ...

Financial services given hand to protect seniors

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
Advocacy group Protecting Seniors Wealth has launched a new education program designed to address an increasing trend in financial abuse of the ageing demographic. The program titled "Lead with impact" consists of workshops, presentations, tailored ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
Adviser Network has launched cloud-based solution SMSFit to enable licensed accountants to continue advising clients on their suitability to set up a self-managed super fund (SMSF). SMSFit will allow accountants to operate under a limited AFSL to provide ...

ASIC to run rule over mortgage commissions

MARK SMITH  |  THURSDAY, 26 MAY 2016
Mortgage brokers are next in line to have their commissions and non-monetary incentives scrutinised by the Australian Securities and Investments Commission (ASIC). According to reports, the regulator will over the next fortnight ask the big four banks ...

Court dismisses ex-AMP planner seeking hold on ASIC ban

ALEX BURKE  |  WEDNESDAY, 25 MAY 2016
The Federal Court has dismissed an application made by a financial planner to restrain ASIC from making a possible banning order. ASIC issued Lionsgate Financial Group planner Rommel Panganiban with a hearing notice in late 2015 relating to concerns ...

Not-for-profit fund buys StatePlus

MARK SMITH  |  MONDAY, 23 MAY 2016
A $54 billion not-for-profit super fund is set to acquire StatePlus from State Super, which it says will create the largest member-owned financial planning network in Australia. First State Super (FSS) and State Super have reached a binding settlement ...