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Showing 751 - 760 of 4061 results for "Financial planning"

Adviser salaries in 2020 revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... $50,000 and $70,000. Riva Recruitment said with all big four banks' having now signalled their intention to exit financial planning, there will be an influx of candidates for advice roles, many of which will need to adjust their expectations. "Majority ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
Mortgage Choice has announced the rebranding of its financial advice division from Mortgage Choice Financial Planning to FinChoice. Mortgage Choice chief executive Susan Mitchell said the decision came after a strategic review of the company's brand ...

Australians hate complexity, not annuities: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 APR 2020
... used modelling techniques to analyse the behaviour of more than 1000 consumers when presented with various financial planning options for retirement. One of the key findings was that about as many people were primarily interested in annuities as they ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
... and Traralgon offices will merge and with greater scale be able to continue to provide high quality strategic financial planning services much needed in the Gippsland region at this time." Fiducian said that all its advisers are able to work offsite ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support. Writing to members, Association of Independently Owned Financial ...

NAB remediation bill grows

ELIZABETH MCARTHUR  |  MONDAY, 20 APR 2020
... relates to additional provisions required for existing remediation matters. Adviser service fees charged by NAB Financial Planning salaried advisers were highlighted by the bank as a driver of remediation costs. The assumed refund rate for these customers ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
... originally due on April 7. CPA Australia, Chartered Accountants Australia and New Zealand, the SMSF Association, Financial Planning Association of Australia and the Institute of Public Accountants were all involved in the consultation process. "We have ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... biggest priority is to pacify their clients and make sure their clients feel that everything is under control." Financial Planning Association of Australia chief executive Dante De Gori applauded financial advisers for stepping up to the challenge. "Just ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of Advice (SoA) module, which will help streamline strategy selection ...