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Showing 1451 - 1460 of 2303 results for "Financial Planner"

Finsia launches fin services credential

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
Finsia has developed the Financial Services Professional (FSP) credential to improve conduct in the industry and enhance the calibre of the financial services workforce. It's an apprenticeship style credential where employees starting their career are ...

Investors turn to rev mortgages for income

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
Australians are taking out a reverse mortgage to provide extra income, instead of using the extra funds to refurbish their house or go on holidays, a report found. Kevin Conlon, chief executive at the Senior Australians Equity Release (SEQUAL), said ...

Fee-for-service advice made easy

MICHAEL HOBBS  |  THURSDAY, 17 JUN 2010
... business, you need to know what is the cost to deliver the service before you can decide on what to charge. The financial planner may charge less than that or more than that," he said. He said many financial planning groups and practices might find it ...

AMP unveils new super ad campaign

COMPANY RELEASE  |  TUESDAY, 15 JUN 2010
... no in-built commissions on investments and any advice fee would be agreed in advance between the customer and financial planner.

FPA board member resigns, airs governance concerns

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
One of the founders of Matrix Planning Solutions has resigned from the Financial Planning Association (FPA) board due to concerns about the association's governance practices and its fixation on planner remuneration. Rob Pedersen, appointed to the FPA ...

AUI hires BDM

PRESS RELEASE  |  THURSDAY, 10 JUN 2010
Australian Unity Investments (AUI) has appointed John Andrews as business development manager for Queensland and Northern Territory. Andrews previously worked at RBS Morgans (previously ABN AMRO Morgans) for a decade across a number of roles including ...

Multiport appoints BDM

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
Former Yellow Brick Road senior financial planner, Ben Thomas, has joined Multiport as business development manager. He will be focusing on growing the self-managed superannuation fund (SMSF) and managed account administration client base through dealer ...

Super funds lead advice charge

COMPANY RELEASE  |  TUESDAY, 8 JUN 2010
Super funds will lead innovation in the advice sector as intra-fund advice grows, leaving many advisers to play catch up, according to tech firm, Provisio Technologies. A number of superannuation funds now deliver advice with greater efficiency than ...

BRW Rich 200 lists fin services best

MICHAEL HOBBS  |  FRIDAY, 4 JUN 2010
Platinum's Kerr Neilson, ex-Macquarie chief Allan Moss and Maple-Brown Abbott co-founder Robert Maple-Brown led the charge of financial services execs who made it to this year's BRW Rich 200. Platinum manages more than $17 billion in client funds spread ...

Planners gain insto help with fee for service

COMPANY RELEASE  |  FRIDAY, 4 JUN 2010
A large financial services group is giving financial planners that are moving to a fee for service remuneration model a helping hand. MLC is providing workshops to all financial planners following significant demand from advice firms outside the MLC ...