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Showing 971 - 980 of 2303 results for "Financial Planner"

FPA confronts advisers with their worst nightmare

LAURA MILLAN | FRIDAY, 18 OCT 2013

... confronted advisers at the annual Conference with the case of a young disabled woman who took $800,000 to a financial planner and lost it all due to bad advice. The client became disabled after a car accident and was paid $800,000 by an insurance company. ...

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH | FRIDAY, 18 OCT 2013

... expensive. The idea was put to a panel of advisers and clients at the FPA Inaugural Professionals Congress by financial planner Stevie-Jade Turner, as a way of providing advice to people who are otherwise unable to afford it. "I'm aware of clients that ...

Advisers need to overcome financial planning stigma

LAURA MILLAN | FRIDAY, 18 OCT 2013

The industry needs to face the fact that people trust their own financial planner, but they don't have confidence in financial planning as a general concept. The Financial Planning Standards Board (FSPB) United States chief executive Noel Maye said ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH | THURSDAY, 17 OCT 2013

Platinum Asset Management, together with the Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced. The scholarships will be offered through five Australian universities ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH | WEDNESDAY, 16 OCT 2013

Jenny Brown from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. ...

70 pct retirees see advisers

LAURA MILLAN | TUESDAY, 15 OCT 2013

... think that the GFC has destroyed trust in planners, but pre-retirees baby boomers have implicit trust in their financial planner."

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH | TUESDAY, 15 OCT 2013

The Financial Planning Association of Australia (FPA) has entered what it terms a "landmark agreement" with industry super fund Cbus to begin a pilot professional referral service. The terms of the agreement allow FPA member practices to accept referrals ...

International advice meeting to develop new strategies

LAURA MILLAN | THURSDAY, 10 OCT 2013

... planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program and will hold a global meeting of its member organisations in Sydney from 23 to 25 of October. ...

BT to double time advisers spend with clients

LAURA MILLAN | THURSDAY, 10 OCT 2013

BT Financial Group is implementing an Advice Transformation program that aims to double the time advisers spend in meetings with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN | WEDNESDAY, 9 OCT 2013

Guardian Advice has hit the 200 adviser milestone and is benefiting from financial planners' "flight to security," the group's executive manager Simon Harris said. In the past months Guardian Advice has attracted independent advisers from small dealer ...

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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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