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Showing 131 - 140 of 243 results for "Planning industry"

Synchron taps online advice for growth

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... training conference for its financial advisers held entirely on an iPad, something that has never been done in the planning industry. Riegelhuth said the conference prompted many of its advisers to actively use their iPad for their advisory business ...

Industry fund members switch to SMSFs

RUTH LIEW  |  TUESDAY, 16 NOV 2010
... issues in the sector. The trend of "do-it-yourself" super is likely to escalate, particularly as the financial planning industry moves towards a fee-for-service structure. Helmes said while poor investment performance was the top reason why people were ...

Insurance shows industry divide

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
The latest AMP Poll has highlighted the issue of division within the financial planning industry between risk management specialists and those who see it as an add-on. The poll reported that the majority of financial planners believe that the cost of ...

The changing face of super: State Street

RUTH LIEW  |  MONDAY, 1 NOV 2010
... trend of "do-it-yourself" super is likely to continue and gain further traction, especially as the financial planning industry moves towards a fee-for-service structure, according to the report. Overall, Australia's super system is expected to retain ...

AMP launches planning course

ELISE BURGESS  |  WEDNESDAY, 20 OCT 2010
... new qualification level will boost AMP's training capability while offering education for those entering the planning industry and requiring their RG146 qualification. The new course, offered in conjunction with Pinnacle Financial Services Academy, will ...

NTAA challenge planners to cut fees

ELISE BURGESS  |  TUESDAY, 19 OCT 2010
... fee disclosure and an open discussion with clients are necessary to improve the credibility of the financial planning industry, according to a planning association. A newly established financial planning association yesterday said that the financial ...

Investors demand 'transactional' advice

ELISE BURGESS  |  FRIDAY, 15 OCT 2010
... by the mass uptake of intra-fund advice where super funds give advice specific to super. "For the financial planning industry, that's really where it should have been all along. It's about having an adviser if you need one and knowing what it's going ...

More platform inflows through SMSFs

RUTH LIEW  |  THURSDAY, 14 OCT 2010
... equity for SMSFs. According to Investment Trends' latest SMSF Planner Report, SMSFs generate $890 million for the planning industry in the last year - up 19 per cent from $750 million last June. Planners predict self-managed clients will make up 38 per ...

COIN buys remaining half stake in Outplan

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
... subsidiary of the Macquarie Group since 2005 as a vehicle for Macquarie's expansion of services to the financial planning industry.

RFM adds two to distribution team

COMPANY RELEASE  |  MONDAY, 13 SEP 2010
... responsible for the design and development of new products. Prior to RFM, he spent seven years in the financial planning industry as a paraplanner and adviser working in both national and boutique dealer groups. Meanwhile, Sam Hall joins RFM after working ...