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Showing 11521 - 11530 of 18276 results for "Plan"

Fraud adviser banned for life

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
Financial adviser Robert Owen Bean has been banned for life for stealing more than $3 million from his clients over seven years, some of which he used for his own personal benefit, ASIC said today. Bean had been a securities representative and authorised ...

Free advice sparks Financial Planning Week

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
Financial Planning Week kicks off today with six weeks of free online financial advice for consumers organised by the Financial Planning Association. The free advice is designed to give people a taste of what they could enjoy if they took the step of ...

Telstra Super launches retirement campaign

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
Telstra Super has stepped up its online education campaign, launching a raft of new products for members, including its 'Road to Retirement' tool. The animated Road to Retirement feature takes users on a journey, outlining what steps they will need ...

Planners chance to get involved

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
The Financial Planning Association has opened its entire committee structure up to members so they can get involved. The organisation is trying to galvanise its 8000 members to action as it seeks legal recognition of the professional status of financial ...

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
Financial Index Australia (FIA) has moved in-house services to BT Financial Group's Licensee Select for its licensee solutions, citing strong growth for the outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will ...

SPAA warns on year-end pitfalls

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
With the end of financial year looming large, the Self Managed Superannuation Fund Professionals' Association of Australia (SPAA) has issued a series of tax tips for advisers and investors. This year super investors may be eligible to begin a new two ...

Bear have no fur

BENJAMIN ONG  |  MONDAY, 23 MAY 2011
Brace yourselves people for this would be a longer-than-usual piece. Get that Monday-itis off your systems. There's work to be done, money to be made! During my weekend reading, I came across an article by a fellow named Danny Furman. His resume says ...

JBWere new chair

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
NAB chief financial officer, Mark Joiner, has been appointed as new chair for JBWere for Australia and New Zealand after the planned departure of Michael Ullmer in July. Joiner's extensive global experience in the wealth management markets includes ...

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
Major planning dealer groups including Count Financial and NAB Financial Planning are now targeting SMSF trustees through a newly-launched membership process by Self-managed super fund professionals association of Australia (SPAA). The streamlined process ...

FPA urge Treasury to revise legis

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
The Financial Planning Association (FPA) has come out in support of the banning of volume-based payments but warn that if its proceeds as currently set, it will be the end of pure platforms. While debating the prevalence of product neutral platforms ...