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Showing 1441 - 1450 of 2303 results for "Financial Planner"

Planners turn property experts

MICHAEL HOBBS  |  WEDNESDAY, 14 JUL 2010
... their own licence and want to provide a broader advice service to clients. "When the client comes to see the financial planner, he's going to buy a property anyway and now the financial planner has the opportunity to help using our research to do due ...

Macq taps planner needs for mortgages

PRESS RELEASE  |  MONDAY, 12 JUL 2010
Macquarie Bank has launched a range of home loan products to cater for financial planners who want to expand their mortgage-related services. Macquarie Bank Mortgage Solutions' flagship product, Optimum Package, includes a number of options such as ...

Praemium preps more advisers to fee-for-service world

RUTH LIEW  |  FRIDAY, 9 JUL 2010
Praemium is expanding its planner target market by 80 per cent as the firm rolls out SMARTwrap - a service aimed at both fee-for-service and commission-based advisers, and those transitioning to a fee structure. Arthur Naoumidis, group chief executive ...

AMP trains staff on insurance services

COMPANY RELEASE  |  THURSDAY, 8 JUL 2010
AMP has unveiled a new training program to boost staff expertise in life insurance - a move that is expected to help AMP better service financial planners. AMP, in conjunction with the Australian and New Zealand Institute of Insurance and Finance, developed ...

ETFs tough to white label

MICHAEL HOBBS  |  WEDNESDAY, 7 JUL 2010
Following the rising interest in Exchange Traded Funds (ETFs) in Australia, some financial planning groups are considering having their own branded ETFs - but that could be hard to do in practice due to structural issues, according to one ETF expert. ...

Ban insurance commissions in super: Cooper

RUTH LIEW  |  MONDAY, 5 JUL 2010
... pocket, the marginal people, the ones who really need it - won't pay for it," said Foster. Ray White, an AXA financial planner, said he was not surprised the recommendation came through - but is not overtly concerned about the changes. "If this ends ...

MLC planning arms complete fee-for-service move

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
After a four-year transition phase, three of MLC's financial planning businesses have moved to a fee-based model. The institution confirmed it had completed the process it started in 2006 to have MLC Financial Planning, Garvan Financial Planning and ...

UK planners to face tougher standards

ALEX DUNNIN  |  THURSDAY, 1 JUL 2010
The UK Financial Services Authority is imposing yet more compliance hurdles on financial planners, this time requiring them to hold a new Statement of Professional Standing. The FSA has just released a discussion paper regarding how these new rules ...

Govt provides flexibility on fee for service

MICHAEL HOBBS  |  TUESDAY, 29 JUN 2010
The government is not mandating financial planners use one remuneration structure over another as it consults with the financial services industry on the Future of Financial Advice reforms. Speaking in parliament last week, Chris Bowen, minister for ...

AXA ramps up insurance for 115,000 clients

RUTH LIEW  |  MONDAY, 28 JUN 2010
An extra 115,000 financial planner clients who use AXA insurance will be able to tap improved cover, following upgrades to the firm's financial protection products. AXA announced on Friday that upgrades towards life, trauma and TPD plans, along with ...