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Showing 1 - 10 of 100+ results for "Financial Advice"

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
The financial advice community is remembering Synchron state manager Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... guide the organisation as we develop new bold initiatives to raise awareness of CFP certification across the financial advice ecosystem and grow a financial planning profession that meets the needs of diverse consumers," Elliott said. The CFP Board certifies ...

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
... it can do more to help prevent financial elder abuse. The training provider is targeting superannuation funds, financial advice firms and investment managers with the professional development program, which provides guidance on how to resolve or prevent ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
A financial advice firm is tackling high school graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
The demand for client books with a Baby Boomer demographic is increasing among those looking to acquire a financial advice practice. The December Radar Results reveal that near-retirees or retirees are highly sought after by financial advisers. Valuations ...

Industry responds to heatmap findings

CHLOE WALKER  |  FRIDAY, 17 DEC 2021
... Choice investment products yesterday has underscored the importance of ensuring consumers can access affordable financial advice that considers their investment and life insurance needs. In response to the latest installment of the heatmaps initiative ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
The financial advice industry lost more than 2200 advisers this year, marking an 11% year-on-year drop to 18,822. Rainmaker modelling of ASIC's Financial Adviser Register reveals that only 18,822 advisers are left as of yesterday, December 16. At ...

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
... terms of reference for the Quality of Advice Review, which will consider how the regulatory framework could make financial advice more affordable. Hume said the review will aim to identify opportunities to streamline and simplify regulatory compliance ...

FSC names acting chief executive

KARREN VERGARA  |  THURSDAY, 16 DEC 2021
... its consumers. "Blake has brought the industry together on key issues, including advocating for reforms to make financial advice more accessible and affordable, and promoted the interests of superannuation and life insurance consumers by bringing an ...

Labor pledges calm in superannuation

KARREN VERGARA  |  WEDNESDAY, 15 DEC 2021
... you're in the position to be in government, [there are a couple of things we'd look at]," he said. Getting the financial advice sector right is also a priority for Labor. Jones sees advice as the missing puzzle piece among the Retirement Income ...
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