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Showing 11591 - 11600 of 18276 results for "Plan"

Advisers sacked, fees halved in "doom" scenario

ALISON BEVEGE  |  MONDAY, 2 MAY 2011
A report stating a quarter of financial advisers would be wiped from the industry and fee revenue halved by 2024 is alarmist, the Association of Financial Advisers said today. The report by research house Rice Warner Actuaries stated the figures in ...

Tech provider buys 25pc stake in paraplanning firm

ELISE BURGESS  |  MONDAY, 2 MAY 2011
Technology provider, Adviser Toolbox, has bought a 25 per cent stake in a boutique paraplanning firm, offering advisers insurance Statements of Advice preparation for $350. In a bid to target the advice insurance business, AusParaplanning has released ...

Up, down or sideways

BENJAMIN ONG  |  MONDAY, 2 MAY 2011
1.00,1.03,1.05,1.08,1.10,1.20 - no these are not random numbers. These are the numbers marking the Australian dollar's recorded fresh - and fresher - after-float highs against its big brother, the US dollar. The last time I wrote about the value of ...

Securitor to grow planner network

MATT WOODINGTON  |  FRIDAY, 29 APR 2011
Dealer group Securitor is looking to grow its network, while rolling out new initiatives to improve the efficiency of its existing businesses. Securitor, owned by BT Financial Group, currently has close to 500 planners and 240 practices within its network. ...

Accountants scope FOFA for opportunities

ELISE BURGESS  |  FRIDAY, 29 APR 2011
The Joint Accounting Bodies are scoping for new potential opportunities for accountants to provide 'non-product' financial advice to clients in light of the FOFA reforms. CPA Australia, Institute of Chartered Accountants in Australia and National Institute ...

SMSF trustees hit pension payment woe

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
Self-managed super fund trustees risk being hit by tax and forced liquidations in the pensions phase if they don't plan ahead, financial services firm HLB Mann Judd has warned. Michael Hutton, head of wealth management at the firm, said self-managed ...

Market volatility making boomers nervous

ELISE BURGESS  |  FRIDAY, 29 APR 2011
Baby boomers and their advisers are becoming increasing concerned about the effect of market volatility on traditional investments, according to a MetLife poll. MetLife's Market Volatility Poll, conducted in February of this year, included 520 financial ...

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 2011
In news that has shaken the financial advice and super industries, AustralianSuper will partner with six financial planning groups to create a complete advice and super service for clients. The fund said that in light of the Cooper Review, the Ripoll ...

Super funds praise reforms

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... coming. "Scaled advice recognises that there are many Australians who want simple advice rather than a complete financial plan," she said. "It's a welcome extension of the intra-fund advice model, which is all about providing more cost-effective and ...

Dealer groups miss commissions

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
Dealer groups today welcomed the future of financial advice reforms - but unanimously disapproved of the banning of life insurance commissions within superannuation funds. MLC & NAB Wealth, AMP and AXA, and BT Financial Group said they were happy the ...