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Showing 1191 - 1200 of 2303 results for "Financial Planner"

AMP opens second retail planning centre

ELISE BURGESS  |  TUESDAY, 4 OCT 2011
AMP has launched its second retail centre for financial planning in Australia, with plans for 18 new and experienced self-employed financial planners to join the walk-in retail financial planning centre. Based in the Victorian suburb of Camberwell ...

Second tranche of FOFA well received: industry

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
... uncertainty including the resolution on the replacement to the accountants exemption and the restriction of the term 'financial planner'. ISN said the banning of conflicted remuneration was a major win for consumers and will raise the level of professionalism ...

Soft dollar ban impact potential

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
With the banning of soft dollar benefits of more than $300 now a definite feature of industry reforms, the potential impact may be greater than first thought, with July research finding that almost 45% of planners receive benefits. According to the ...

Call for realism on planner services

MATT WOODINGTON  |  WEDNESDAY, 28 SEP 2011
... Australians even realise what that would entail. "New clients could be disappointed in their early meetings with a financial planner if deep down they are hoping for suggested investments where they can get in at the ground floor and earn fantastic returns." ...

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...

Australian bullion exchange to launch

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
Australian investors in precious metals will soon have their own physical local exchange with the upcoming launch of the Australian Bullion Exchange. The Australian Bullion Exchange (ABX) is an exchange for physical bullion that connects buyers and ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
Planners want freedom to run their own practice while dealer groups are on the attack trying to lure competitor's planners to their own ranks, according to an industry survey, which also rated planner opinions on the handling of reforms. The Midwinter ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
Concerns that the US Department of Labor's new definition of fiduciary duty for financial advisers is too demanding has prompted the retirement savings regulator to re-initiate industry discussions, a process that some believe may take up to two years. ...

SMSFs feeling the age gap

ELISE BURGESS  |  WEDNESDAY, 21 SEP 2011
... 3% over 64 years in wider super market. Brennan said that the running of a SMSF, if it is not outsourced to a financial planner, can prove tiresome for some members as they get older and they may lose the desire to manage the fund. "I think that is a ...

ISN submission targets advice requirement

ELISE BURGESS  |  TUESDAY, 20 SEP 2011
A FOFA reforms submission from the Industry Super Network to Treasury has called for stronger legal requirements around financial advice and better consumer protection. The Industry Super Network (ISN) has requested that the Government strengthen legal ...