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Showing 1021 - 1030 of 1758 results for "Financial Planners"

AFA launches FOFA Working Group

ELISE BURGESS  |  MONDAY, 30 AUG 2010
... Australia as a whole," said Richard Klipin, AFA chief executive officer. FOFA will consist of members of the financial planners industry including those from CommInsure, Pivotal, Millennium 3 and Alexis Compliance Risk Solutions. There will also be five ...

Investors call planners to charge performance-based fees

RUTH LIEW  |  THURSDAY, 26 AUG 2010
... traditionally been the domain of fund managers - but research shows a growing number of investors are urging financial planners to start adopting this fee structure. Mark Johnston, principal of research firm Investment Trends and speaker at this morning's ...

ClearView Wealth FUMA hits $3.1bn

ELISE BURGESS  |  WEDNESDAY, 25 AUG 2010
... million private health insurance customer base, including MBF, HBA and Mutual Community. The group also have 55 financial planners through its ComCorp and ClearView financial planning businesses and some 800,000 credit union members and a referral target ...

Snowball stays on track

ELISE BURGESS  |  TUESDAY, 24 AUG 2010
... will be M&A activity. "The new calendar year will hold new offers and new features that are available to other financial planners and dealers that we have, features that other advisors may be able to leverage."

More workshops to prep for fee-for-service

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
... for advice. They must prepare to have a different conversation with their client, these workshops can prepare financial planners for this new approach and how to explain their value to their client." The seminars will be hosted in most majors cities ...

Former planner taps need for online education

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
... agreements with and we are about to go live with two industry super funds." The innergi system is marketed to financial planners in a variety of ways, with a principle aspect being that it can provide access outside of business hours, thus increasing ...

DKN prepares for big reforms ahead

ELISE BURGESS  |  WEDNESDAY, 18 AUG 2010
... remained active over the year ending June 30, including the merging of equity partners Thornton Group and Tulare Financial Planners along with signing five-year agreements with BT Wrap. Both actions lead to greater growth rates for DKN as well as supported ...

More planners bypass managed funds: study

ELISE BURGESS  |  TUESDAY, 17 AUG 2010
... the views of over 700 planners in April and May this year, a small sample when compared to the 18,000-plus financial planners in Australia. However, their collective insight still gives some indication on where new money is flowing post-GFC. The Investment ...

Planners fast track insurance processing through web

JOHN MCDULING  |  TUESDAY, 17 AUG 2010
Straight through processing (STP) technology continues to assist financial planners with their insurance applications, new insurer data shows. CommInsure, which recently won the 'Life Insurance Company of the Year' award at the 2010 Australia and New ...

OC Funds unveils distribution strategy, appoints Purpura

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... distribution footprint. "Basically, what we plan to do is to roll out the distribution footprint to dealer groups and financial planners. We are seeking mandates from interested parties so there will be a lot happening on that front," he said. OC Funds ...