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Showing 1001 - 1010 of 2303 results for "Financial Planner"

Global firm mulls Aussie advice market

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
... hold seminars in companies and we talk to employees about insurance or super. Now in these sessions we have our financial planner coming with us and answering questions at the end," Willis managing director of Employee Benefits David Rowell told Financial ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
The recovery of investor confidence after the global financial crisis is benefiting the financial planning space, which has seen a surge of clients looking for advice. An Investor Trends Planner Business Model Report for May 2013 found that new client ...

Super funds need to clarify DisabilityCare to members

LAURA MILLAN  |  WEDNESDAY, 14 AUG 2013
Superannuation fund members are confused about DisabilityCare and funds should be sending out the message that the government's program doesn't cover all life insurance aspects. The Australian Institute of Superannuation Trustees (AIST) senior policy ...

Future2 becomes FPA charitable foundation

LAURA MILLAN  |  THURSDAY, 8 AUG 2013
The Financial Planning Association (FPA) has formalised an agreement with the Future2 Foundation, which has now become its charitable foundation. Future2 will replace its current tagline with the words 'The Foundation of the Australian Financial Planning ...

ASIC admits Commonwealth FP investigation was "not adequate"

LAURA MILLAN  |  MONDAY, 5 AUG 2013
Communication with the whistleblowers who revealed poor practices within the Commonwealth Bank Financial Planning (CFP) unit was inadequate the Australian Securities and Investments Commission (ASIC) has admitted. ASIC recently submitted a 18-page document ...

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
The National Tax Accountants Association (NTAA) said that the majority of its members want to continue to provide advice to self-managed superannuation funds (SMSF), and added that they are keen on establishing referral relations with financial planners. ...

Industry applauds ISN-FSC union

JAMES FERNYHOUGH  |  MONDAY, 5 AUG 2013
The industry has reacted positively to Thursday's joint announcement that the Industry Super Network (ISN) and the Financial Services Council (FSC) will form a union. Pauline Vamos, chief executive of the Association of Superannuation Funds of Australia ...

Most planners are aligned, consumers think otherwise

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
In an environment of increasing industry concentration, most financial advisers belong to an aligned dealer group, but their clients seem to think otherwise. About 28% of financial advisers belong to an independent dealer group and their funds under ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
The number of self-managed superannuation funds (SMSFs) using a fully qualified financial planner has declined over the past six years, despite a significant increase in the number of SMSFs, a new report has shown. Much of this potential new business ...

Scaled advice to shape industry future

LAURA MILLAN  |  TUESDAY, 23 JUL 2013
The Future of Financial Advice (FoFA) reforms will bring an increase of demand for scaled advice over the long term and the cost of advice will go down, Rice Warner research commissioned by Industry Super Network (ISN) found. The report based on modelling ...