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Showing 61 - 70 of 1731 results for "Financial planners"

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... advisers, especially in relation to education and training. "Specialist risk advisers provide different services to financial planners," he said. "It doesn't make sense for them to hold the same qualifications or have to commit to the same educational ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional practices. The awards also celebrate the individuals and businesses ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial planners across 23 countries including Australia, finding that 68% believe financial advisers need to learn more about financial issues ...

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... strategy and innovation Ben Marshan said given this would have been the vast majority of reporting required by financial planners in relation to TMD, this administrative relief by the government is a welcome outcome for the financial planning profession. ...

Platinum LICs combine boards

KANIKA SOOD  |  WEDNESDAY, 8 SEP 2021
... Actuaries of Australia. Brett Clegg has 35 years of experience and is the founding managing director at Pembroke Financial Planners. PAI and PMC's common board will now include Towers, Morath, Clegg and Ian Hunter (all non-executive directors) and ...

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... executive Dante De Gori said the news was welcome. "Today's news will provide some certainty and stability to financial planners, allowing them to provide more affordable financial advice to Australians. The FPA worked with and would like to thank our ...

Super fund reduces fees

JAMIE WILLIAMSON  |  MONDAY, 23 AUG 2021
... ever," Cantor said. "We have responded by providing more webinars for our members and access to our team of financial planners by video conference." ACSRF is currently working towards a merger with NGS, with a view to signing a Heads of Agreement shortly. ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... contributed 44% to FUA, while franchised offices comprised the remainder. "However, inflows have increased as newer financial planners begin to appreciate the many benefits of the Fiducian complaint process for their clients," chair Indy Singh said. ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... advice businesses big and small," Guiamatsia said. Investment Trends gathered the data based on a survey of 905 financial planners conducted in January 2021.

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... executive of the Financial Planning Association of Australia Dante De Gori said. "The ASIC industry levy for financial planners has gone up over 340% in the last four years and is on an unsustainable trajectory. In light of extended lockdowns across ...