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Showing 1341 - 1350 of 2303 results for "Financial Planner"

Fin services execs rock 'n' roll for charity

The Financial Industry Community Aid Program (FICAP) is aiming to hit the $500,000 fundraising mark at the 5th annual 'Who wants to be a RockStar' event this year. Next month, investment professionals across the industry will gather in Sydney to showcase ...

NAB FP to increase planner nums 20 pc

ELISE BURGESS  |  THURSDAY, 3 FEB 2011
... are skilling up to be particular strong in this area." NAB FP are now five months into the program, with new financial planner recruits beginning now with the firm. "Recruitment is but one small part of this overall program, there is a big skilling program ...

ASIC strikes $67.45m in Westpoint settlement

MATT WOODINGTON  |  WEDNESDAY, 2 FEB 2011
The Australian Securities and Investments Commission (ASIC) has reached a settlement agreement, handing investors in the Westpoint Group an additional $67.45 million in compensation. The latest stage of the litigation process was carried out on behalf ...

ASIC outlines philosophy behind policy framework

ALEX DUNNIN  |  TUESDAY, 1 FEB 2011
Financial planners who continue to think holistic advice is the default advice model are holding themselves back from seizing emerging opportunities, an ASIC report said. Early in January, ASIC released their Access to Financial Advice report that outlined ...

Three in five advisers opt out of opt-in: research

MICHELLE BALTAZAR  |  FRIDAY, 28 JAN 2011
... more compliance burden on their business. The Association of Financial Advisers (AFA), in partnership with NAB Financial Planner Banking, commissioned researcher Core Data-brandmanagement last September to gauge adviser sentiment regarding the Future ...

Hillross awards top adviser

ELISE BURGESS  |  FRIDAY, 21 JAN 2011
Illawarra-based financial adviser, Dianne Chalk, has been awarded the 2010 Hillross Adviser of the Year while Arrive Wealth Management (South East Queensland) wins Hillross Advisory Firm of the Year. Chalk has worked as an adviser for 25 years and a ...

Disability trust comes with caveat

ELISE BURGESS  |  THURSDAY, 20 JAN 2011
... legacy that would enable financial independence for that disabled dependent," said Russell Collins, retired financial planner and current risk insurance trainer at Risk Insurance Communication Skills. "If it is the caregiver themselves that becomes disabled ...

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
Financial planners and their clients may be missing out on the 'wealth builder' signal, according to one financial planner, who recommends a three-pronged strategy to accumulate wealth. According to HLB Mann Judd wealth management partner Jonathan Philpot ...

Busy year ahead for industry groups

ELISE BURGESS  |  MONDAY, 17 JAN 2011
Industry associations representing financial planners and self-managed super fund professionals have mapped out a schedule this year targeted at stronger consumer-centric advice campaigns and a bigger voice in Canberra. The Financial Planning Association ...

Insurer members adopt FSC flood model

ELISE BURGESS  |  MONDAY, 17 JAN 2011
The Financial Services Council (FSC) has released a model for assisting dealer groups and financial planners affected by the QLD flood crisis - and the same model is being adopted by its insurer members. FSC members are currently paying, in advance ...