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Showing 1421 - 1430 of 2303 results for "Financial Planner"

More workshops to prep for fee-for-service

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
... ili, and REMeX launch of Fees4Service. "These workshops allow us to demonstrate that with proper preparation, a financial planner can adjust to fee for advice. They must prepare to have a different conversation with their client, these workshops can ...

Former planner taps need for online education

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
A former Securitor financial planner has started a new online financial planning educational website service that - barely three months since going live with their new Financial Knowledge Centre - has already caught the interest of various dealer groups ...

DKN prepares for big reforms ahead

ELISE BURGESS  |  WEDNESDAY, 18 AUG 2010
DKN chief executive Phil Butterworth said the financial services group is well positioned to benefit from new reforms in the industry after posting a 23.4 per cent underlying profit increase to $7.64 million in the year to June. The financial services ...

More planners bypass managed funds: study

ELISE BURGESS  |  TUESDAY, 17 AUG 2010
Fund managers are put on notice in a recent investment study that found a growing number of planners are placing their clients' funds into direct shares, ETFs, REITs and SMAs, leaving only a fraction of inflows into traditional managed funds. The survey ...

Planners fast track insurance processing through web

JOHN MCDULING  |  TUESDAY, 17 AUG 2010
Straight through processing (STP) technology continues to assist financial planners with their insurance applications, new insurer data shows. CommInsure, which recently won the 'Life Insurance Company of the Year' award at the 2010 Australia and New ...

OC Funds unveils distribution strategy, appoints Purpura

ELISE BURGESS  |  MONDAY, 16 AUG 2010
OC Funds Management has appointed Peter Purpura, former managing director of Fisher Graham Financial, as its head of retail distribution, who will head a more aggressive distribution strategy for the firm. In addition to his former position at Fisher ...

Cyclists raise $85k for Future2 charity

JOHN MCDULING  |  MONDAY, 16 AUG 2010
... development events in Dubbo, Orange and Wollongong. "We have done the hard yards and now we are asking every financial planner to add a few dollars. We want two minutes of your time and just 10 dollars from your wallet," said the cyclists, in their plea ...

Aussie planners should turn to Asia: Hockey

RUTH LIEW  |  FRIDAY, 13 AUG 2010
The shadow treasurer, Joe Hockey, urges financial planners in Australia to expand their client base to Asia as the region's wealth continues to escalate. "I think Australian financial advisers are among the very best of the world," he said at an Association ...

AMP fin centre opens first fee-for-service shopfront

RUTH LIEW  |  WEDNESDAY, 11 AUG 2010
AMP has officially opened its retail financial planning centre in Parramatta - giving clients the opportunity to visit a one-stop shop for their planning needs. The centre was officially opened by AMP chief executive Craig Dunn and Parramatta lord mayor ...

Scale a key issue in multi-management

RUTH LIEW  |  FRIDAY, 6 AUG 2010
More financial planners are taking funds management in-house, but a key fund manager predicts the multi-manager trend won't be a 'category killer' due to scale issues. Matt Mckinnon, general manager - retail sales Australian equities at Perpetual, acknowledged ...