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Showing 1291 - 1300 of 2303 results for "Financial Planner"

New super products and mergers may result - insurers

ELISE BURGESS  |  THURSDAY, 28 APR 2011
Life insurers predict dealer groups will create their own super products or be taken over by wealth managers while direct insurance will get a boost from new FOFA reforms. Life insurers and financial planners alike have responded with mixed reactions ...

Licensee tests offer planners protection

MATT WOODINGTON  |  THURSDAY, 28 APR 2011
Financial planners will have protection against fiduciary problems as licensees are to be subject to the same best interest tests, according to the Government's FOFA reforms. The Financial Planning Association (FPA) said that one of its recommendations ...

FOFA leaves consumers in the cold

MATT WOODINGTON  |  THURSDAY, 28 APR 2011
The interests of Australian consumers have been cast aside with the government failing to address the key issues with the latest announcement of FOFA reforms, according to the Association of Financial Advisers (AFA). AFA's chief executive officer Richard ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... erupted after accountants said they want the Federal Government to dump adviser requests to restrict the term 'financial planner'. The National Institute of Accountants (NIA) fired the first shots yesterday, saying moves to control the term under the ...

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
ASIC has refused to confirm or deny whether research houses who gave five-star ratings or positive reports on fraud funds Trio Capital and Astarra are being investigated. But industry insiders say the corporate watchdog is conducting a high-level investigation ...

Planners train up for social media regulations

ELISE BURGESS  |  TUESDAY, 19 APR 2011
A new social media training program launched in the US has been designed to fill the gap for planners between social networking sites and platforms and the potential legal and cultural issue they present. The subscription-based app, 'Insight: Advisor ...

Advisers fear super fund competition

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
Financial planners are worried that low-cost advice from superannuation funds will hurt their businesses in the future and say it is unfair competition as the fees are hidden. At a recent Financial Planners Association luncheon in Sydney, advisers made ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... audited reports and major ratings houses gave Trio and associated Astarra funds glowing ratings. Finn Kelly, financial planner at advisory group Synchron, said advisers could not rely solely on research houses and needed to pay attention to see how they ...

Planners needle minister over FOFA

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
Financial Services Minister Bill Shorten fielded prickly questions from financial planners after giving a speech on the Future of Financial Advice reforms at a luncheon gathering yesterday. Minister Shorten told the Financial Planning Association (FPA) ...

FPA calls for naming rights

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... The Financial Planning Association has asked Financial Services Minister Bill Shorten to restrict the term 'Financial Planner' to members of an approved professional association only - and he has agreed to take it on board. The Association (FPA) has ...