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Showing 1041 - 1050 of 1758 results for "Financial Planners"

Advice goes direct to retail shopfronts

... the doors to its first retail financial planning centre in Parramatta in Western Sydney. Starting with five financial planners, the building will house 20 financial planners who will work fairly autonomously except they will have access to common office ...

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
... financial advice. Under the proposed standard, members of Australia's three major accounting bodies who are financial planners must only charge clients on a 'legitimate' fee for service basis - meaning no commissions, percentage-based asset fees and ...

Aii signs Citi as additional market maker

MICHAEL HOBBS  |  THURSDAY, 15 JUL 2010
... index as close as possible. "By having two market makers it creates more liquidity in the stock, which helps financial planners and brokers recommend the ETFs to clients," said Jim Socratous, managing director at Aii. The additional market maker would ...

Planners turn property experts

MICHAEL HOBBS  |  WEDNESDAY, 14 JUL 2010
A property research group is capitalising on demand from non-aligned financial planners seeking to provide their clients with residential property advice. Blue Wealth Property analyses trends such as population growth, economic factors and employment ...

Macq taps planner needs for mortgages

PRESS RELEASE  |  MONDAY, 12 JUL 2010
Macquarie Bank has launched a range of home loan products to cater for financial planners who want to expand their mortgage-related services. Macquarie Bank Mortgage Solutions' flagship product, Optimum Package, includes a number of options such as ...

Praemium preps more advisers to fee-for-service world

RUTH LIEW  |  FRIDAY, 9 JUL 2010
... moves from commission to a fee-for-service arrangement. "[We thought] to create a transition service to enable financial planners to move from the rebate world to the fee-based world - but to do that we need to support their current business model," ...

AMP trains staff on insurance services

COMPANY RELEASE  |  THURSDAY, 8 JUL 2010
... training program to boost staff expertise in life insurance - a move that is expected to help AMP better service financial planners. AMP, in conjunction with the Australian and New Zealand Institute of Insurance and Finance, developed the Certificate ...

ETFs tough to white label

MICHAEL HOBBS  |  WEDNESDAY, 7 JUL 2010
... how they construct portfolios and use a bigger universe of approved funds." He said more dealer group aligned financial planners would likely use ETFs when the product suite expands to other asset classes including bonds. "That's going to be a big catalyst ...

MLC planning arms complete fee-for-service move

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
... Planning and Apogee Financial Planning operating on a fee-for-service basis. The move affects more than 600 financial planners across the three businesses. These businesses join Godfrey Pembroke, which moved to a fee for service model in October 2006. ...

UK planners to face tougher standards

ALEX DUNNIN  |  THURSDAY, 1 JUL 2010
The UK Financial Services Authority is imposing yet more compliance hurdles on financial planners, this time requiring them to hold a new Statement of Professional Standing. The FSA has just released a discussion paper regarding how these new rules ...