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Showing 791 - 800 of 2303 results for "Financial Planner"

Rename general advice, disclose ownership: FSI

LAURA MILLAN  |  SUNDAY, 7 DEC 2014
The name 'general advice' is misleading consumers and should be replaced with a term that helps reduce misinterpretation, the Financial System Inquiry (FSI) recommended. "The use of the word 'advice' may cause consumers to believe the information is ...

New FoFA likely to increase advice costs

LAURA MILLAN  |  FRIDAY, 5 DEC 2014
The latest changes to the Future of Financial Advice (FoFA) legislation have brought back the opt-in requirement, which will force planners to spend more time on paperwork and raise their fees charged to clients as a consequence. A survey by consultancy ...

FPA appoints WA chapter chair

MARK SMITH  |  FRIDAY, 5 DEC 2014
... Planning Association of Australia (FPA) has appointed a new chair of its Western Australian chapter. Certified financial planner David Sharpe, of Globe Financial Planning, takes over from Randall Stout. He will support the FPA in ensuring consumers have ...

Industry welcomes grandfathering deal

LAURA MILLAN  |  WEDNESDAY, 26 NOV 2014
The financial services industry has welcomed the parliamentary agreement between the Coalition and Labor to fix the unintended consequences of scrapping grandfathering from the Future of Financial Advice (FoFA) legislation. The Financial Planning Association ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
Centrepoint Alliance has opened its doors to Genesys advisers after the closure of the dealership and asked them to choose a dealer group aligned with their values. "The impending closure of the Genesys dealer group has shone the spotlight once again ...

QSuper appoints Decimal as advice platform provider

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
QSuper has appointed Decimal Software Limited as the software platform provider for its scaled advice operations. Decimal's platform will provide QSuper members with the option for limited financial advice with real time process and compliance management. ...

Advisers confronted with harsh reality of whistleblowing

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Blowing the whistle on rogues within any financial services organisation is hard, stressful and takes a toll on the whistleblower's life, but it is worth it because it makes a difference, former Commonwealth Bank adviser and whistleblower Jeff Morris ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Brisbane-based Visis Private Wealth adviser Stephen Godfrey won the Financial Planning Association (FPA) financial planner of the year award presented at the FPA Congress in Adelaide. FPA chief executive Mark Rantall highlighted Godfrey's "fact finding ...

FoFA opt-in to cause advisers biggest headache

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
Financial planners are frustrated with the sudden and unexpected change to the laws governing financial advice, with some raising particular concerns about the requirement to regularly ask clients to resign their contracts, known as the opt-in requirement. ...

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... community and inspire each other to move from good to truly great." During the opening session, the Certified Financial Planner (CFP) of the year award was given to HPH Financial Planning Randall Stout. "The FPA awards recognise members who deliver qualified ...