Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 12851 - 12860 of 18280 results for "Plan"

Bans and charges for advisers: ASIC

ASIC RELEASE  |  FRIDAY, 20 NOV 2009
ASIC has embarked on a major crackdown on "advisers" who have broken the law - including those linked with Westpoint, and SMSF and agribusiness specialists. ASIC has banned Craig Gerard Dangar, of New South Wales, from providing financial services for ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... was awarded the FPA Value of Advice Award in the pre-retirement planning category. Through his work, he helped organise and plan a couple's regular income in retirement, which took into account their desire to travel. The couple also gained around $35,000 ...

Libs reject planner commissions ban

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
Joe Hockey, shadow treasurer, said the Liberal Party does not agree with banning commissions, arguing that mandating planners to have a fiduciary obligation towards their clients takes away the need for planner remuneration reforms. Speaking at the ...

Faith in fee for service

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... right In a separate plenary session, Sue Viskovic, consultant at Elixir Consulting, said practice managers must carefully plan and understand what they want to provide to clients before the implementation begins. From her experience in compiling data ...

Planners hit by ratings pullout

RUTH LIEW  |  THURSDAY, 19 NOV 2009
S&P's decision to withdraw its application for a retail AFSL, effectively pulling its credit ratings from the retail market, could increase retail investors' exposure to risk and lead to a tightening of planners' approved product lists. S&P announced ...

Howes appointed CEO of IAA

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
The Institute of Actuaries of Australia has appointed former director of policy at ASFA, Melinda Howes, as chief executive. Howes joins the Institute from her role as director of policy and industry practice at the Association of Superannuation Funds ...

Perceived conflicts lethal to planners

MICHELLE BALTAZAR  |  THURSDAY, 19 NOV 2009
Commission-based financial advice may not necessarily lead to real conflicts of interest but even 'perceived' conflicts threaten to undermine the industry's future, said Chris Bowen, the minister for financial services and superannuation. Addressing ...

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS  |  THURSDAY, 19 NOV 2009
The Financial Planning Association of Australia (FPA) has set up a whistleblowing service and has flagged tougher educational requirements for people who want to become financial planners. Julie Berry, chair at FPA, said the FPA Confidential is an online ...

Planners should be fiduciaries: IFSA

ALEX DUNNIN  |  THURSDAY, 19 NOV 2009
IFSA chief executive John Brogden said financial planners should have fiduciary responsibilities to always act in their clients' best interests, regardless of how they are remunerated. Speaking during a major interview on ABC's Business Lateline last ...

Equiti opens direct property fund

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
Financial planners looking to add unlisted asset exposure to client portfolios may need to look no further than Equiti Funds Management's latest fund. The Equiti Diversified Property fund's strategy remains open for three years from the date of issue ...