Search Results | Showing 1551 - 1560 of 2303 results for "Financial Planner" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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]," ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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. ... |
|