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Search ResultsShowing 1 - 10 of 100+ results for "Financial Planners"
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
... planners are also broadening the range of platforms they use. "In the face of pandemic-induced market volatility, financial planners are relying heavily on platforms for high quality service and support, with minimised service disruptions." Despite the ...
Favour turns to active management
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... Natixis surveyed 2700 financial professionals, including wealth managers, registered investment advisors, financial planners and independent broker/dealers, in 16 countries globally. Globally, respondents to the survey expect to see assets under management ...
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... enabled to efficiently deliver affordable financial advice to their clients." TAA was formed after the AMP Financial Planners Association merged with the Hillross Advisers Association earlier in 2020.
FPA Congress moves online
ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
... fit different schedules. "From July through to October 2020, the FPA Virtual Congress will bring together financial planners from across Australia to share knowledge, access quality, in-depth peer-to-peer learning and discussion, and learn from inspiring ...
FPA accuses ASIC of price gauging
ELIZA BAVIN  |  MONDAY, 15 JUN 2020
... as "fee gouging" and an unreasonable demand of financial advisers given the current economic environment. "Financial planners were hit with a 22% increase in 2017-18. Now ASIC estimates the levy will increase by 38% for 2019-20," De Gori said. "No matter ...
Calls for overhaul of AFSL system
ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUN 2020
... financial advice should occur through the professional standards framework and rely on individual registration of financial planners." The FPA believes the continued use of the AFSL system to oversee the provision of financial advice duplicates regulation ...
FASEA extension en route
HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... impediment to passing the much-needed Treasury Laws Amendment (2019 Measures No.3) Bill 2019 , which will grant financial planners an extension to complete new education requirements. "Our members are calling on the Senate to pass the bill at the next ...
FASEA blame game on in earnest
HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... Services Union and the Financial Planning Association of Australia about what the legislation means to "ordinary financial planners". "Australians deserve to be able to access affordable financial advice from a strong and stable advice industry. They ...
Practice valuations avoid COVID-19 hit
HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
... professionals piquing buyers' interests, and tend to be larger boutique planning firms with all-employed financial planners, who either have pre-approved lines of liquidity or directly hold enough cash to pick up practices. AZ Next Generation Advisory ...
Government delays RC implementation timeline
HARRISON WORLEY  |  MONDAY, 11 MAY 2020
... and red tape". "There is a direct relationship between the rising cost of regulation, time constraints on financial planners and the ability of Australians to access advice," De Gori said. "While we broadly agree with the draft legislation on the Royal ...
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