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Showing 15531 - 15540 of 18313 results for "Plan"

Whose side are you on, asks ASIC

Australian Securities and Investments Commission (ASIC) chairman, Jeff Lucy, said planners must always act in the best interest of their clients if they want the general public to view the industry as a legitimate profession. In his keynote address ...

Multiple super accounts wasting billions in fees: CHOICE

ALEX DUNNIN  |  FRIDAY, 24 NOV 2006
Consumers waste up to $2 billion per year in fees on unnecessary multiple accounts and it's time something was done about it, CHOICE said in watershed report released yesterday. The report by the peak consumer group CHOICE, The Super Secret: how multiple ...

Low cost to full service is possible

WWW.THESHEET.COM  |  THURSDAY, 23 NOV 2006
Demonstrating how it is possible for a manufacturer of low priced financial products to evolve into a full service client centre, Aussie Home Loans is to embark on a marketing campaign designed to show consumers they are not just a source of cheap loans. ...

Planning starts at 30: MLC

Gen-Xers or thirty-somethings can save as much as $10,000 per year by getting financial advice much earlier rather than later in life, according to new research from MLC. MLC technical manager, Andrew Lawless, said that tapping into the overlooked segment ...

FPA should lead not follow: Bloch

The Financial Planning Association's (FPA) chief executive, Jo-Anne Bloch, has called on FPA members to lead the debate on the challenges facing the industry in her opening address at the annual FPA conference today. "We need to lead the debate instead ...

Advisers are like architects: AFA

ALEX DUNNIN  |  WEDNESDAY, 22 NOV 2006
... build our house we use an architect, when we need medical help we call our doctor, and so it should be that when we need to plan our futures and protect our families that we use a financial adviser." Klipin said the expansion of superannuation is making ...

ANZ FP to focus on maintaining its muscle

HAMISH MADDEN  |  TUESDAY, 21 NOV 2006
It's been a good year for ANZ Financial Planning (ANZ FP) but general manager, Mike Goodall, said he would be shoring up the business model to leverage more success into 2007. Goodall said that the last 12 months had been fruitful for the business ...

Diversify out of Aust equities: van Eyk

HAMISH MADDEN  |  TUESDAY, 21 NOV 2006
On the back of recent research, van Eyk has warned planners they should be rebalancing their clients' portfolios away from Australian equities while they will need to search harder for local managers who are actually able to add value. Dr Jerome Lander ...

Opes Prime appoints new chairman

HAMISH MADDEN  |  MONDAY, 20 NOV 2006
Specialist securities lending and equity financing solutions provider Opes Prime Group has announced the appointment of a new non-executive chairman to help drive growth into 2007. Peter Gillooly, former head of Tattersalls, will join Opes Prime as ...

ING OneAnswer launches new adviser fee choices

ING has launched OneAnswer Select, a new product option on the OneAnswer platform that offers an easier and less costly alternative for financial planners looking to switch from commissions to a fee-for-service model. ING said that the product fully ...