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Showing 61 - 70 of 1757 results for "Financial Planners"

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... changes to business models, and adviser numbers within large AFSLs. "These factors have caused a number of financial planners to leave the profession," the FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed ...

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... signifies PAC's intentions to aggressively grow its diversified business as it looks for additional independent financial planners to partner with and this acquisition solidifies our offering in the space."

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... this period," the FPA said. "Simply providing an exemption at this point, given the 43% drop in authorised financial planners to date and post the exam compliance cut off, will fail to attract exited financial advisers back, nor will it remove the regulatory ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... later this year. Held in Sydney on November 23-24, the Congress will host a range of sessions designed to help financial planners better understand the many changes and current issues facing the profession. It will also provide practical tools and information ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... executive Sarah Abood said. "There are activities that we're aware ASIC undertakes that have nothing to do with financial planners yet are funded by financial planners in the current model. The government has had to intervene twice in the past five years ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
... lapsed in April this year, would not have covered managed investment schemes," Abood said. "This would leave financial planners to foot most of the bill for a scheme that would have left the majority of affected consumers unprotected." At present there ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... process to ensure the continuing professionalisation of financial advice," FPA chief executive Sarah Abood said. "Financial planners currently face considerable uncertainty regarding future professional standards, and many have paused or postponed studies ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... meeting in April. The merger is a natural step given the TAA is itself the result of the merger of the AMP Financial Planners Association and Hillross Advisers Association in 2020. TAA chief executive Neil Macdonald welcomed the body and its members. ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... Covenant earlier this year was eagerly welcomed by the likes of the Financial Planning Association of Australia; "financial planners now look forward to their clients having the ability to access a broader range of options." A recent survey by Natixis ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC." "He is also highly respected by dealer groups and financial planners and led many advice businesses." Lloyd is also excited to join the company, saying: "I am a true believer in the need to use ...