Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1031 - 1040 of 2303 results for "Financial Planner"

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
... released to Securitor advisers earlier this year. "This award comes at a time when the enshrinement of the terms 'financial planner' and 'financial adviser' have just passed through the Lower House, when additional best-interest tests will become mandatory ...

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
... Corporate Bonds and Other Measures) Bill 2013 with amendments to enshrine the terms 'financial adviser' and 'financial planner' in law. Currently under the C orporations Act 2001, there are no rules against people calling themselves "financial planners" ...

Planners must advise people, not portfolios

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
Financial planners need to focus on their soft skills to address clients' problems, as they keep in mind that they servicing not just portfolios, but people, trusted advisers say in new research. The research by the Association of Financial Advisers ...

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
The Mortgage & Finance Association of Australia (MFAA) will launch three new self-managed superannuation fund (SMSF) training programs for credit advisers. The programs aim to improve participants' understanding of their role in setting up Limited Recourse ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
A drop in investor concern to its lowest level during any point in the global financial crisis (GFC) has prompted a wave of investment into managed funds, according to a new survey from Investment Trends. The March 2013 Planner Direct Equities and SMA ...

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
Overall numbers of financial planners have dropped by 2% from a 2012 high point of 18,545 in 2012 according to recent Rainmaker research. According to the research there are currently 18,096 planners in Australia, with a loss of 450 from 2012. "On the ...

Suncorp Advice appoints practice development manager

MARK SMITH  |  THURSDAY, 16 MAY 2013
Suncorp Advice has appointed Michael Frawley as practice development manager for Suncorp's self-employed advisory channel in Queensland. Based in Brisbane, Frawley is responsible for partnering with Suncorp-licensed advisers in Queensland to help them ...

Enshrinement of "financial planner" closer to becoming law

MARK SMITH  |  THURSDAY, 16 MAY 2013
The terms "financial planner" and "financial adviser" took a step closer to being enshrined in law after a Parliamentary Joint Committee (PJC) was asked to provide a report on the issue. With the Coalition confirming they would not oppose the bill ...

Retail business bumps up AMP in Q1

ALICE URIBE  |  THURSDAY, 9 MAY 2013
Strong performance by its retail business on AMP platforms has contributed to a $387 million bounce back for AMP Financial Services (AFS) in the first quarter this year. AMP Limited reported to the Australian Securities Exchange (ASX) this morning that ...