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Showing 1201 - 1210 of 2303 results for "Financial Planner"

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
... cost of advice per client." Recent reported research by Investment Trends showed that the average time for a financial planner to produce a SOA was six hours and 42 minutes. The research also suggested that planners were shifting focus toward higher ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
The Investment Trends 2011 Planner Technology Report, which surveyed over 1,396 financial planners in July this year, found an overall improvement in satisfaction with planning software with 52% rating their software 'good' or 'very good'. Financial ...

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
AMP and independent financial planners were warned to stop ignoring the wealth of referral and business expansion opportunities estate planning presents to the industry and instead embrace this market, in an industry address this morning. The AMP Estate ...

Retail super fund commissions revealed

MATT WOODINGTON  |  TUESDAY, 6 SEP 2011
Retail super fund members paid almost $3 billion in commissions during 2010, according to new Rainmaker research. The fee study, commissioned by Industry Super Network, shows that members parted with $1.9 billion in payments linked to super investments ...

BT Future2 Wheel Classic hits the road

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
A 1250 km marathon cycle ride from Bourke to Sydney - set to raise $100,000 from the financial planning profession to support disadvantaged young Australians - sets out from Bourke tomorrow and ends in Martin Place on Friday 16 September. Ray Griffin ...

FOFA levels playing field: ANZ Wealth

ELISE BURGESS  |  MONDAY, 5 SEP 2011
The FOFA best interest duty proposals will level the playing field with advisers free to compete with super funds for intrafund advice clients, according to Paul Barrett, general manager advice and distribution, ANZ Wealth. The best interest test, as ...

Behaviour key to increased insurance sales

MATT WOODINGTON  |  FRIDAY, 2 SEP 2011
Behavioural investing can help financial planners increase insurance take up in Australia, as well as improving the reputation of the industry, according to MetLife senior vice president, Joe Jordan. With fierce debate surrounding commissions on life ...

ANZ Wealth: phone-based advisers to help with opt-in

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... things: get opt-in and service the client base in an efficient way in a FOFA world," said Barrett. A qualified financial planner will go into the practice, meet with the licensee and get to know their service offerings and how they like to handle their ...

Mercer plans for post FOFA advice dominance

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
Mercer, a global industry all-rounder in research, consulting and investment funds, has its sights firmly set on the Australian financial advice industry, with plans to become a dominant player within the next decade. In its target of the retail market ...

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
... not accept new members that do not have an undergraduate degree. To be entitled to call themselves a certified financial planner, members will have to satisfy a raft of provisions including holding an approved undergraduate degree, masters or doctorate ...