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Showing 1141 - 1150 of 1758 results for "Financial Planners"

Faith in fee for service

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... say that what they were delivering to a client was fair value, then it would be okay to the client and once [financial planners] made the mental shift, it was easy." The practice used role-playing strategies with their financial planners so they could ...

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS  |  THURSDAY, 19 NOV 2009
... up a whistleblowing service and has flagged tougher educational requirements for people who want to become financial planners. Julie Berry, chair at FPA, said the FPA Confidential is an online, anonymous reporting system, which has been outsourced to ...

Planners should be fiduciaries: IFSA

ALEX DUNNIN  |  THURSDAY, 19 NOV 2009
IFSA chief executive John Brogden said financial planners should have fiduciary responsibilities to always act in their clients' best interests, regardless of how they are remunerated. Speaking during a major interview on ABC's Business Lateline last ...

Equiti opens direct property fund

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
Financial planners looking to add unlisted asset exposure to client portfolios may need to look no further than Equiti Funds Management's latest fund. The Equiti Diversified Property fund's strategy remains open for three years from the date of issue ...

Coalition against commissions

RUTH LIEW  |  WEDNESDAY, 18 NOV 2009
... abolishes commission-based remuneration for planners. The campaign aims to win regulatory reform to require financial planners to 'act in their client's best interests', and to abolish commission-based fees for financial planners, noted a joint press ...

AMP selects AFG for mortgage aggregation

RUTH LIEW  |  TUESDAY, 17 NOV 2009
... previous internal mortgage aggregation structure. AFG will provide mortgage aggregation services to AMP FP's financial planners and accredited mortgage consultants. Some of these services include administration, technology systems software, education ...

Planners flock to WriteAway

COMPANY RELEASE  |  TUESDAY, 17 NOV 2009
... business of around 35 to 40 per cent. CommInsure's initial target was around 15 per cent. In fact, Commonwealth Financial Planners are lodging over half their business through WriteAway. The service automates the application and underwriting process ...

MLC reviews MasterKey

MICHAEL HOBBS  |  MONDAY, 16 NOV 2009
Financial planners may be able to access more fund managers and investment products on the MLC MasterKey platform following a review. Brent Howells, head of product, MasterKey at MLC, said the firm is reviewing the investment options on the platform ...

AXA planners may not need to rebrand: AMP

MICHAEL HOBBS  |  THURSDAY, 12 NOV 2009
... name, if the merger proposal is successful, according to Craig Dunn, chief executive at AMP. Speaking to AMP financial planners via a teleconference, Dunn said the group had not finalised a strategy for AXA's financial planning network if AMP's proposal ...

AMP circles AXA Asia Pacific

MICHAEL HOBBS  |  MONDAY, 9 NOV 2009
... superannuation and retirement income in Australia. The combined businesses represent more than 4,000 aligned or owned financial planners and access to around 7,500 independent financial advisers in Australia and New Zealand. In addition, it means the ...