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Showing 741 - 750 of 2303 results for "Financial Planner"

Mandatory qualifications will lead to adviser exodus

ALEX BURKE  |  WEDNESDAY, 27 MAY 2015
Enforcing minimum qualifications for financial advisers will lead to many leaving the industry, according to Connect Financial Services Brokers chief executive Paul Tynan. Speaking to Financial Standard, Tynan pointed to the results of introducing minimum ...

Zurich beefs up strategic accounts team

STAFF WRITER  |  MONDAY, 25 MAY 2015
... in financial services for more than eight years; mostly in life risk insurance roles. This includes both as financial planner and various business development roles, for both BT Financial Group and Aviva Australia. "Both Kevin and Nathan have a fantastic ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... professional financial adviser should be personally accountable; educated to degree standard; experienced; a Certified Financial Planner (or working towards certification); and working for an accredited Financial Planning Association of Australia (FPA) ...

New initiative to improve women's economic health

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... available will depend on regional demand and coverage. "We would encourage any interested CFP professionals or Financial Planner AFP based in regional Australia to contact 10thousandgirl to find out more about the project," he said.

IFAs to benefit from budget

ALEX BURKE  |  TUESDAY, 12 MAY 2015
The 2015 budget's $5.5 billion jobs and small business package will benefit independent financial advice businesses, according to industry commentators. The package includes a 1.5% tax cut for all small business (incorporated or not), a 5% tax discount ...

CML launches $25m corporate bond issue

LAURA MILLAN  |  THURSDAY, 7 MAY 2015
Finance and employment services company CML group has launched a $25 million unrated bond issue targeting private investors, self-managed super funds (SMSFs) and advisers. The corporate bond issue is arranged by FIIG Securities and has a minimum initial ...

FPA proposes risk commission cap

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
The Financial Planning Association of Australia (FPA) has released its life insurance blueprint paper discussing its aim to drive competitive, professional, and valuable service to Australian consumers. "Remuneration for insurance work should be compensated ...

Adviser reputation hits all-time low

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
The public image of the financial advice profession is at a historic low, according to the latest Roy Morgan Image of Professions Survey 2015. When asked to rate financial advisers for their honesty and ethical standards, respondents gave advisers a ...

Industry meets behind closed doors to fix advice

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
Assistant Treasurer Josh Frydenberg and over 20 industry and consumer bodies met on April 29th to reach a consensus on lifting professional, ethical and education standards for financial advisers. The roundtable is the first of three and will focus ...

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
Assistant Treasurer Josh Frydenberg says the clock is ticking for the industry to implement the recommendations in the Trowbridge report. Alex Burke investigates what that might mean for risk advice. "It is up to the industry now to restore public confidence ...