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Showing 1131 - 1140 of 2303 results for "Financial Planner"

Research houses to step up transparency

BEN COLLINS  |  MONDAY, 14 MAY 2012
There have been calls for more transparency and accountability in response to ASIC's consultation paper on the regulation of research report providers and research houses. Released in November last year, Consultation Paper 171, 'Strengthening the regulation ...

Gap increasing between consumers and cost of advice

LINDA HAUSKEN  |  WEDNESDAY, 9 MAY 2012
... related advice in the next two years. "Those who are likely to seek advice on super are most likely to contact a financial planner, but the proportion who say they are most likely to contact their super fund or a superfund representative rather than ...

FPA calls for improved education on advice

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
The Financial Planning Association has called for improved consumer education about financial advice and inclusion in the national curriculum. The Financial Planning Association (FPA), Australian Securities & Investments Commission (ASIC) and the Financial ...

Social media creating advice connections

BEN COLLINS  |  FRIDAY, 4 MAY 2012
The application of social media in financial services continues to divide opinion but for some in the industry, it has become an invaluable tool to help connect with clients and drive business forward. One of the arguments against investing in a social ...

MLC online tool highlights advice benefits

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
... Strategies," said Richard Nunn, MLC Advice & Marketing executive general manager. "Subsequently, people can contact a financial planner or arrange to speak to someone from MLC to explore the strategies further and how best to execute them in order to ...

Clarity needed for FOFA opt-in exemption

RACHEL DAVIS  |  FRIDAY, 4 MAY 2012
The recent announcement that financial planners operating under codes of conduct approved by ASIC will be exempt from opt-in requirements has created further confusion in an already uncertain environment, according to Minter Ellison. Advisers who choose ...

ASIC warns industry about misusing term independent

LINDA HAUSKEN  |  THURSDAY, 3 MAY 2012
ASIC has warned the industry that misuse of the term independent will result in strong action by the regulator, including publicly naming companies found to be in breach. In a recent surveillance project, Australian Securities and Investments Commission ...

FPA calls on ASIC for clearer advice definitions

LINDA HAUSKEN  |  WEDNESDAY, 2 MAY 2012
The Financial Planning Association has called on The Australian Securities and Investments Commission for greater clarity and definitions of quality advice. Approximately 150 practising financial planners, along with licensees and compliance, legal ...

CPA responds to advice exemption

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
CPA Australia has called on the government to extend an exemption for accountants in line with that granted to financial advisers yesterday. The decision, announced by Assistant Treasurer David Bradbury, extends financial advisers' current exemption ...

Investor negativity despite positive signs

ELISE BURGESS  |  THURSDAY, 12 APR 2012
Investor sentiment climbed a significant 5.6 points in the latest index report, taking it to -16.8 and the eighth consecutive negative quarter. Based on the fourth quarter of 2011, a survey of 1,004 respondents between February 21 and March 5 this year ...