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Showing 781 - 790 of 2303 results for "Financial Planner"

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
The end of the mining boom has sparked the need for construction workers to seek financial advice to build their wealth, with a number of financial planning firms already targeting them. "We're talking about people who are really busy all the time ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week. Sydney planner David Kennedy was crowned Adviser of the Year for his ability to "set meaningful ...

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
A Melbourne adviser is looking to crowd-fund a campaign to promote positive stories about financial planners. Spurred by negative press about the profession, Houghton Strategic Solutions owner and AFA member Melinda Houghton is launching Positivity ...

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
... are subject to higher mandatory ongoing professional requirements and that the term 'financial adviser' and 'financial planner' are enshrined in the Corporations Act so only registered individuals can use these titles. "The question now is how and when," ...

FPA sets sights on lifting professional standards

MARK SMITH  |  FRIDAY, 16 JAN 2015
Education and professional standards must be raised if the quality of advice across the financial planning industry is to be consistent, according to Financial Planning Association (FPA) chief executive Mark Rantall. The industry body has labelled 2015 ...

Medcraft backs national adviser exam

MARK SMITH  |  TUESDAY, 13 JAN 2015
... there should be a national competency exam for financial planners so that consumers have confidence that the financial planner that provides them with advice meets high industry standards," the submission said. "ANZ believes that the Series 7 exam run ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

ANZ asks for US-style national adviser exam

LAURA MILLAN  |  THURSDAY, 11 DEC 2014
ANZ has offered to foot the bill to start-up a national exam for financial advisers that mirrors the United States Series 7 exam run by the Financial Industry Regulatory Authority (FINRA). The bank estimated that it would cost $600,000 to kick-start ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
Lonsec Research will provide research to 2,800 financial planners following the acquisition of the iRate technology platform from the liquidator of the van Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and ...

Second Gwen Fletcher award winner named

STAFF WRITER  |  TUESDAY, 9 DEC 2014
A Crowe Horwath financial planner has won the Financial Planning Association's (FPA) second Gwen Fletcher Memorial Award. Amy Early, has been a financial planner for two years and received the award for being the highest achieving student in last semester's ...