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Showing 1431 - 1440 of 2303 results for "Financial Planner"

Complaints against planners fall

MICHAEL HOBBS  |  THURSDAY, 5 AUG 2010
The Financial Ombudsman Service (FOS) has received less complaints against investments and financial planners in the past year, new figures show. Alison Maynard, investments, life insurance and superannuation ombudsman, said the number of investment ...

One in four retail fund members to switch: CHOICE

RUTH LIEW  |  WEDNESDAY, 4 AUG 2010
One in four retail super fund members are considering switching to other super options because they are dissatisfied with the fees, customer service or investment options, CHOICE research found. Choice's survey of 1,400 members in June showed 23 per ...

FPA and RIAA team up for planners

COMPANY RELEASE  |  WEDNESDAY, 4 AUG 2010
The Financial Planning Association of Australia pairs up with the Responsible Investment Association Australasia (RIAA) to promote responsible investment advice to its members. The partnership is part of the FPA's push to improve educational opportunities ...

Coalition details stance on commissions

MICHAEL HOBBS  |  THURSDAY, 29 JUL 2010
Luke Hartsuyker, shadow minister for financial services and superannuation, said the Coalition won't dictate how a financial planning client has to pay for advice but said it would not support all types of commission payments. "I believe that trailing ...

Zurich adds two to tele-underwriting team

PRESS RELEASE  |  WEDNESDAY, 28 JUL 2010
Zurich Financial Services Australia has added more resources to its tele-underwriting team following a rise in demand from financial planners for the service. The firm has hired Pam Fitzgerald and Shayne Fortune to the team. Fitzgerald joins from a ...

Planners risk buying bad businesses

RUTH LIEW  |  WEDNESDAY, 28 JUL 2010
It's a seller's market for financial planners looking to put their firms on the auction block - but planning groups that do buy risk failure as many do not focus enough on their acquisition's investment returns, according to AXA. Speaking at an AFA ...

Planners cycle for charity

MEDIA RELEASE  |  FRIDAY, 23 JUL 2010
Two of the founding trustees of financial planning foundation, Future2, will cycle 1,250km from Bourke to Sydney to raise money for disadvantaged young Australians. The inaugural BT Future2 Wheel Classic is an initiative of Ray Griffin and Peter Bobbin ...

Advice goes direct to retail shopfronts

From super funds to banks and financial planning groups, the industry is divided between those that are pinning their future growth and consumer engagement strategy through walk-in financial advice shops and those that are sticking with a more traditional ...

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
Major accountant-based financial advisory firms including Count Financial, PIS and Securitor have formed a new alliance in response to draft proposals from the accounting ethical standards board banning its members from charging asset-based fees from ...

Aii signs Citi as additional market maker

MICHAEL HOBBS  |  THURSDAY, 15 JUL 2010
Exchange traded fund (ETF) provider Australian Index Investments (Aii) has signed Citi as an additional market marker - a deal that adds more liquidity to the firm's listed products. Citi joins Susquehanna International Group as a market maker and authorised ...