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Showing 831 - 840 of 2303 results for "Financial Planner"

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN | THURSDAY, 4 SEP 2014

... planners are listed on a public register, when more financial planners carry the world class CFP [Certified Financial Planner] designation, we are in a better position to uphold trust in our industry," the FPA chief executive Mark Rantall said.

Advisers boost practice profitability

LAURA MILLAN | THURSDAY, 4 SEP 2014

Financial advisers' effort to improve business efficiency in the context of the Future of Financial Advice (FoFA) has paid off, as new research shows that practice profitability has gone up in the last year. Financial planners are serving more clients ...

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN | WEDNESDAY, 3 SEP 2014

Young Australians are particularly interested in getting 'quick fix' tips from their financial planners, as opposed to long-term comprehensive advice, the Financial Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN | TUESDAY, 2 SEP 2014

... advice associations and academics. The process would culminate in enshrining the terms 'financial adviser' and 'financial planner' in law. The FSC asked that the board establish advice competency models applicable for advisers providing personal advice ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN | MONDAY, 1 SEP 2014

ClearView's bid to acquire all of the shares in Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. ClearView and Matrix entered into a merger implementation deed last ...

Higher education will not fix advice industry problems: Accountants

LAURA MILLAN | WEDNESDAY, 27 AUG 2014

Mandatory education requirements for financial planners will not eliminate the problems that the financial advice sector has experienced in recent years, the Chartered Accountants Australia and New Zealand (CAANZ) said in a submission to the Financial ...

BT unveils tougher adviser standards

LAURA MILLAN | TUESDAY, 26 AUG 2014

... by Commonwealth Bank (CBA), AMP and National Australia Bank (NAB), BT advisers will have to hold a Certified Financial Planner (CFP) designation, a Fellow Chartered Financial Practitioner (FChFP) or a Masters in Financial Planning. Advisers will have ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN | MONDAY, 25 AUG 2014

... towards completing one within three years. Existing financial planners will be required to obtain the Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA) or a masters designation and the CFP designation by 2019. ...

FPA turns to social media on Financial Planning Week

STAFF WRITER | MONDAY, 25 AUG 2014

... very quickly; the policies need to keep up with the times." The campaign aims to show consumers that using a financial planner shouldn't be viewed as an option only for the wealthy. "Trust is a critical component of financial advice and Australians have ...

Movers and shakers

... footprint." Moromalos has nearly 14 years of experience in the financial services industry. He was previously a financial planner before moving into product management with Credit Suisse in 2003 and then into institutional distribution in 2006. He holds ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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