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Showing 1261 - 1270 of 2303 results for "Financial Planner"

AMP targets lost super to attract members

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
... to this, the wealth management giant will also use the service to encourage its super customers to speak to a financial planner about fees and loss of insurance that can occur when consolidating. "Australians on average have three superannuation accounts ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
Opponents of elements of the Future of Financial Advice have come in for a drubbing from key figures in the financial services industry in the wake of intense lobbying of the independents by financial planners. Financial advisers were instructed by ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
Technology services firm GBST has launched new software it says will simplify client relationship management for the Australian broking industry. GBST FrontOffice allows brokers to view all client information including portfolio value, cash balance ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
... component. "This is an important appointment for us, with the role covering the development and delivery of key financial planner services to all our Advice businesses: BankSA, Bank of Melbourne, Magnitude, Securitor, St.George and Westpac," said Mark ...

Planners commission ban skips property

ELISE BURGESS  |  MONDAY, 30 MAY 2011
... and chair of the Regulatory Committee, SMSF Professionals Association of Australia (SPAA). "The role of the financial planner and SMSF trustee is to review the fund's trust deed to ensure there are adequate powers to undertake the proposed borrowing. ...

Advisers hampered by conflicted platforms

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... conflicts." He said the FPA supports the Government's stance on the "client's best interest" duty. But an unnamed financial planner called those linked to product providers through dealer groups "salespeople". "No-one linked to product distribution should ...

Free advice sparks Financial Planning Week

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
Financial Planning Week kicks off today with six weeks of free online financial advice for consumers organised by the Financial Planning Association. The free advice is designed to give people a taste of what they could enjoy if they took the step of ...

Telstra Super launches retirement campaign

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
... education." At the end of the exercise Telstra Super strongly encourages users to make an appointment with a financial planner and receive personal advice on their situation and goals. The Road to Retirement offers quick, simple advice, particularly ...

Planners chance to get involved

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
The Financial Planning Association has opened its entire committee structure up to members so they can get involved. The organisation is trying to galvanise its 8000 members to action as it seeks legal recognition of the professional status of financial ...