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Showing 1191 - 1200 of 1758 results for "Financial Planners"

AMP FP to move to fee-for-service by June 2010

MICHAEL HOBBS  |  THURSDAY, 20 AUG 2009
... they are not satisfied with the advice they receive, said Dunn. He added that AMP will work closely with its financial planners to prepare them for the change and that the company is investing in systems that can support that remuneration model. The ...

Actuaries call for advice 'stress test'

COMPANY RELEASE  |  MONDAY, 17 AUG 2009
... restrictions on the sale of certain structured products, limitations on the word 'guarantee' and changes to the way financial planners are paid.

Westpac FP maintains focus on senior planners

MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
Westpac's financial planning division is running behind its aspirational target to recruit 200 senior financial planners over three years. Despite this setback, the group has no plans to change its umbrella strategy. Westpac Financial Planning's three ...

AXA ramps up million-dollar insurance strategy

MICHAEL HOBBS  |  THURSDAY, 13 AUG 2009
... launched, AXA Elevate Online, an automated underwriting system for new insurance applications. This system allows financial planners to receive feedback from underwriters within a few hours of submitting a client's application. "We've had our online ...

FPA and SPAA sign MOU

COMPANY RELEASE  |  WEDNESDAY, 12 AUG 2009
The industry body for self-managed super funds (SPAA) and for financial planners (FPA) have joined forces to develop policies that will help shape the SMSF sector. Both associations signed a memorandum of understanding (MOU) to work together on policy ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
... paraplanners, but that could soon change. Bloch said paraplanners shouldn't have to meet the same education levels as financial planners and advisers because they aren't client facing and don't sign off on statements of advice (SoA). But she didn't rule ...

K2 benefits from planner focus

MICHAEL HOBBS  |  MONDAY, 10 AUG 2009
... strategy to go on investment platforms had paid off. He said the firm previously sourced around 20 per cent from financial planners, but now that figure is around 45 per cent. The firm's flagship fund, the K2 Australia fund, is rated five stars by Standard ...

Lifewise website nets 8,500 hits

MICHAEL HOBBS  |  MONDAY, 10 AUG 2009
... insurance industry executives. Yet the campaign's website received more than 8,500 visits from individuals, financial planners, journalists and industry executives since that date. Illustrating the growth potential of the website, an AXA spokesperson ...

FPA and AFA call for reform

COMPANY RELEASE  |  MONDAY, 10 AUG 2009
... Parliamentary Joint Committee Inquiry, both associations noted some common recommendations. Aside from a push for financial planners and advisers to be a member of a professional body, these recommendations include clarifying the role of financial planners ...

Advisers put LPTs back on watchlist

RUTH LIEW  |  TUESDAY, 4 AUG 2009
... in value - which saw some highly geared LPT managers losing up to 70 per cent of their portfolio's worth - financial planners are more open to opportunities once more. "It's the advisers who are putting themselves forward," said Toll. "There's enquiries ...