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Showing 651 - 660 of 2303 results for "Financial Planner"

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
The latest legislative amendments to raise the education, training and ethical standards of financial advisers have been welcomed by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association ...

AMP Capital partners with BetaShares for managed ETFs

ALEX BURKE  |  FRIDAY, 29 APR 2016
AMP Capital has announced a partnership with BetaShares to launch a series of exchange-traded managed funds on the ASX. The first three will be the AMP Capital Dynamic Markets Fund, the AMP Capital Global Property Securities Fund and the AMP Capital ...

Fiducian acquires three further firms

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
Fiducian Group has acquired three separate financial planning businesses in the Perth catchment area, for total consideration of $1.2 million, to be funded by cash. The acquisitions reflect Fiducian's strategy to expand its financial planning network ...

ASIC bans ex-NAB planner from the industry

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
... permanently banned a former NAB adviser. Hardik Bhimani was a senior financial planning manager, then a senior financial planner, with NAB Financial Planning from April 2011 to November 2014. It was during this period that ASIC has now accused him of ...

Energy Super partners with robo-adviser

DARREN SNYDER  |  FRIDAY, 22 APR 2016
Energy Super is the latest industry fund to sign on a robo-advice platform, a move it says will complement existing financial advice offerings. The $6 billion fund has entered a partnership with Decimal Software and its new Eqilize platform, a robo-advice ...

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
The Financial Planning Association of Australia (FPA) has argued that a Royal Commission into financial services would waste millions of tax payer's dollars if it were to include advice. The FPA argues that the industry has undertaken and is implementing ...

Former CFP GM joins industry super fund

DARREN SNYDER  |  FRIDAY, 15 APR 2016
... corporate, private banking and ultra-high net worth segments. During his time at CBA, Mitchell was a senior financial planner and the executive manager for the business wealth channel. Prior to entering financial services, Mitchell led covert operations ...

Government releases draft life insurance regulations

ALEX BURKE  |  FRIDAY, 8 APR 2016
The Government has released an exposure draft of the Corporations Amendment (Life Insurance Remuneration Arrangements) Regulation 2016 bill. The amended regulation allows temporary inclusion of stamp duty in commissions for death benefits while the ...

ETFs moving to mainstream

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
The growing adoption of ETFs by aligned dealer groups is pushing the product into the mainstream, with 2 in 5 planners now using ETFs as a core investment choice for client portfolios according to new research from Betashares and Investment Trends. ...

Retention key driver behind planner salary increases

KERRIE SYDEE  |  WEDNESDAY, 6 APR 2016
The Dawson Partnership 2016 Financial Planning Remuneration Trends Survey revealed 31% of the 25% of employers increasing remuneration were doing so as part of a retention strategy to retain valued employees. Other key findings from the survey revealed ...