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Showing 1551 - 1560 of 2303 results for "Financial Planner"

Remuneration dilemma

MICHAEL HOBBS  |  MONDAY, 23 NOV 2009
Pauline Vamos, chief executive at ASFA, said debate on whether financial planners should receive payment by the hour, charge a fee or accept a commission is irrelevant because all forms of remuneration present a conflict of interest. Speaking at the ...

AMP exec joins planning standards board

AMP ANNOUNCEMENT  |  FRIDAY, 20 NOV 2009
... Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo marks outside the United States, named Steve Helmich, financial planning, advice and services director for ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... Australia's (FPA) Value of Advice Award in the wealth accumulation and protection category. The Victorian-based financial planner has been working in this role for seven years and is the chief executive and senior consultant at Strategic Wealth Management. ...

Libs reject planner commissions ban

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
Joe Hockey, shadow treasurer, said the Liberal Party does not agree with banning commissions, arguing that mandating planners to have a fiduciary obligation towards their clients takes away the need for planner remuneration reforms. Speaking at the ...

Faith in fee for service

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... at the Financial Planning Association of Australia's (FPA) National Conference in Melbourne, Rhonda McKenzie, financial planner at Planning for Life, said one of the biggest challenges in implementing a fee-based remuneration approach came from the firm's ...

Planners hit by ratings pullout

RUTH LIEW  |  THURSDAY, 19 NOV 2009
... they don't have ratings available to them, it just makes that investment decision a little more difficult. "The financial planner wouldn't necessarily have access to the institutional [research], so accessing credit information is going to be [difficult]," ...

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS  |  THURSDAY, 19 NOV 2009
... qualified financial planners to undertake at least one year of full time supervised work before calling themselves a financial planner by 2012. The FPA is also looking to develop with the education sector a common curriculum across financial planning ...

Planners should be fiduciaries: IFSA

ALEX DUNNIN  |  THURSDAY, 19 NOV 2009
... products the planner is recommending. "Well, it is utterly inconsistent to have fiduciary obligations between a financial planner, the client, and have a third party which is a product provider such as a major retail super fund paying commissions or ...

Equiti opens direct property fund

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
Financial planners looking to add unlisted asset exposure to client portfolios may need to look no further than Equiti Funds Management's latest fund. The Equiti Diversified Property fund's strategy remains open for three years from the date of issue ...

Coalition against commissions

RUTH LIEW  |  WEDNESDAY, 18 NOV 2009
A coalition of industry bodies, including CHOICE, Industry Super Network and the Australian Council of Trade Unions, has launched a national advertising campaign targeting regulatory reform that abolishes commission-based remuneration for planners. ...