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

Search Results

Showing 1031 - 1040 of 1758 results for "Financial Planners"

Aussie planners should turn to Asia: Hockey

RUTH LIEW  |  FRIDAY, 13 AUG 2010
The shadow treasurer, Joe Hockey, urges financial planners in Australia to expand their client base to Asia as the region's wealth continues to escalate. "I think Australian financial advisers are among the very best of the world," he said at an Association ...

AMP fin centre opens first fee-for-service shopfront

RUTH LIEW  |  WEDNESDAY, 11 AUG 2010
... Gerrard. Clients who visit the centre will receive a free initial consultation with one of the centre's 16 financial planners. AMP Financial Planning managing director, Michael Guggenheimer, said the shop provided customers "direct access to tailored ...

Scale a key issue in multi-management

RUTH LIEW  |  FRIDAY, 6 AUG 2010
More financial planners are taking funds management in-house, but a key fund manager predicts the multi-manager trend won't be a 'category killer' due to scale issues. Matt Mckinnon, general manager - retail sales Australian equities at Perpetual, acknowledged ...

Complaints against planners fall

MICHAEL HOBBS  |  THURSDAY, 5 AUG 2010
The Financial Ombudsman Service (FOS) has received less complaints against investments and financial planners in the past year, new figures show. Alison Maynard, investments, life insurance and superannuation ombudsman, said the number of investment ...

One in four retail fund members to switch: CHOICE

RUTH LIEW  |  WEDNESDAY, 4 AUG 2010
... Flexible Super. In April, the minister for superannuation, Chris Bowen, said the Government was moving to ban financial planners from receiving commission on products they sell as part of its Future of Financial Advice reforms. It is also introducing ...

FPA and RIAA team up for planners

COMPANY RELEASE  |  WEDNESDAY, 4 AUG 2010
... certified. The FPA, in consultation with the industry and community, is also considering the option of all new financial planners having at least one year supervised work experience by 2012 and a tertiary qualification by 2015. It has also undertaken ...

Coalition details stance on commissions

MICHAEL HOBBS  |  THURSDAY, 29 JUL 2010
... Labor's recommendation that financial planning clients need to opt-in for the advice annually. "Small business financial planners are concerned with Labor's requirement that clients opt-in on an annual basis because the costs of administering this approach ...

Zurich adds two to tele-underwriting team

PRESS RELEASE  |  WEDNESDAY, 28 JUL 2010
... Financial Services Australia has added more resources to its tele-underwriting team following a rise in demand from financial planners for the service. The firm has hired Pam Fitzgerald and Shayne Fortune to the team. Fitzgerald joins from a life broker ...

Planners risk buying bad businesses

RUTH LIEW  |  WEDNESDAY, 28 JUL 2010
It's a seller's market for financial planners looking to put their firms on the auction block - but planning groups that do buy risk failure as many do not focus enough on their acquisition's investment returns, according to AXA. Speaking at an AFA ...

Planners cycle for charity

MEDIA RELEASE  |  FRIDAY, 23 JUL 2010
... partners). Griffin and Bobbin will cycle for 10 days to raise money for the foundation and generate awareness of financial planners' roles and contributions in their local communities. The FPA and Future2 are supporting both, encouraging financial planners ...