Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 1731 results for "Financial Planners"

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... executive Dante De Gori said the FSCP is an important reform for the profession. "Creating a model that requires financial planners to individually register annually with the disciplinary body from 2023 is an important part of the journey to individual ...

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... regulatory changes which impact financial advisers." Further, the research will compare an earlier study of financial planners in Australia, which was undertaken prior to the legislative changes that ban commissions, require financial advisers to undertake ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
... representatives to be registered with the TPB. "The FPA continues to believe that the best outcomes for both financial planners and consumers come about when the government and the profession work together on the issues that we are facing," FPA chief ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ...

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... is funded by Fiducian from internal cash holdings. "We continue supporting our trusted network of Fiducian Financial Planners to expand. This acquisition facilitates expansion of a quality franchise financial planning business in the Adelaide community," ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... complaints which have highlighted gaps in records. The FPA said its new guidance provides innovative ways for financial planners to create file notes through several apps that can capture client communications using video or audio recording and convert ...

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... reviewed annually. Those with larger balances of over £100,000 ($179,000) will receive more support via a team of financial planners available over the telephone or video, as well as an annual review. Clients with over £750,000 ($1.3m) have a dedicated ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... managed accounts solution aiming to protect investors against volatility and capital losses. "Prior to COVID-19, financial planners were already facing a raft of challenges in the wake of the Royal Commission, with regulatory requirements such as best ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... FPA is pleased to hear positive feedback around the online program, particularly the flexibility it offers to financial planners to achieve and maintain a work-life balance," De Gori said. "The program has a strong support structure so everyone can get ...