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Showing 51 - 60 of 1757 results for "Financial Planners"

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... Licence (ACL) which was more typically held by mortgage brokers and other finance industry participants, than financial planners," Miller said. But the lack of commission and small borrowing amounts make it unlikely that brokers will provide advice on ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... elements" of the corporations and financial services laws applicable to the provision of financial advice. "Financial planners are faced with regulatory duplication created by both the structure of the legislative hierarchy and the obligations contained ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... additional qualifications in the formal study of ethics, and a similar number of registered advisers are Certified Financial Planners or Chartered Financial Advisers. A further 3% were CPAs, while just 1% of advisers have formal qualifications in Aged ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... stronger together with a united voice. One single loud, dominant voice representing the lion's share of financial planners in this country is such a compelling reason as to why this merger should happen," he said, adding that this alone should be ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... metaverse. "I'm an optimist when it comes to technology, and I think that it enabling us to do more as financial planners has two major advantages," she said. "Firstly, it removes friction from the process." There are so many issues there that tech ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... just about financial assets either, he noted. "Other advice I would give is, in my experience, the very best financial planners don't just think about savings - that's only part of the issue," he said. "Wealth and health are being tied together because ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... being down but let's not forget that new entrants are joining our profession as well," she said. "Trust in financial planners is increasing from a low point of 35% in the wake of the Royal Commission to almost 50%." Abood also pointed to the willingness ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... FPA strongly believe there are substantial benefits to members from a merger, providing a united voice for financial planners and advisers." FPA chief executive Sarah Abood said: "We are determined that a merged association would honour the heritage ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... critical to understanding how long retirement income needs to last. "The main metric quoted by the media and financial planners to determine retirees' possible planning horizons is average life expectancy. In other words, an estimated lifespan based ...