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Showing 10271 - 10280 of 18276 results for "Plan"

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
A mentoring and retraining programme that's been rolled out to half the 450 financial advisers within the BT-owned dealer group, Securitor has already delivered a significant revenue (fees-based) boost after one year. Dubbed 'taking back control', Matt ...

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
Financial adviser Charles Badenach from Shadforth Financial Group won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship, at an award ceremony yesterday. Other awards winners included Aaron Zelman who ...

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Clients' satisfaction with their financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. It is the first time since 2007 when the survey was started ...

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
Financial planers who belong to a professional body earn more money, research shows. Research house Investment Trends surveyed 845 financial planners in October this year, and found that Financial Planning Association (FPA) members earn 33% more than ...

Low-volatility post-retirement solutions needed: Bell

MARK STORY  |  THURSDAY, 15 NOV 2012
... household will be a large portion of retirement income, Bell expects them to become an integral part of the retirement savings plan if the annuity market doesn't develop. "The annuity market isn't a lay-down misere, and so investors need to turn to low ...

Consumers clueless on retirement: Bateman

MARK STORY  |  THURSDAY, 15 NOV 2012
Despite having been exposed to compulsory super for over 20 years, too many Australians remain clueless when comes to 'all things' retirement. This was the overarching message that Hazel Bateman, associate professor from the University of NSW (School ...

FPA calls for greater scrutiny of fund managers

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
Fund managers must be held to account just like financial planners, says The Financial Planning Association's Dante De Gori. Research from State Street published yesterday showed that less than half of Australian's believed advisers acted in the best ...

Klipin leaves AFA for millenium 3

MARK STORY  |  TUESDAY, 13 NOV 2012
Two weeks after pulling off the organisation's most successful annual conference in 20 years, Richard Klipin plans to swap his long-standing position as the AFA's CEO to be CEO of the ANZ owned millenium 3 adviser group. Since 2006, Klipin has been ...

Market wrap PM

AAP  |  TUESDAY, 13 NOV 2012
Australian shares had fallen further by noon after opening only slightly weaker, with all sectors trading in the red. At 1225 AEDT on Tuesday, the benchmark S&P/ASX200 index was down 37.5 points, or 0.84 per cent, at 4,410.5 points, while the broader ...

ANZ launches mobile app for corporate clients

STAFF JOURNALIST  |  TUESDAY, 13 NOV 2012
ANZ recently announced ANZ Transactive - Mobile, a Mobile App that proposes to integrate with and act as an extension of ANZ Transactive -ANZ's online cash management solution for corporates. It's understood that ANZ Transactive - Mobile is designed ...