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Showing 141 - 150 of 243 results for "Planning industry"

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
... next month for its financial advisers will be run entirely on an iPad, setting a technological milestone in the planning industry. Some 50 financial advisers who are attending the group's Next Generation Training Conference, a conference for advisers ...

New tech offers high data protection

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... has critical company and financial data to consider." "This requirement applies particularly to the financial planning industry where there is also a compliance and legal responsibility to keep client financial information confidential and protected," ...

AFA launches FOFA Working Group

ELISE BURGESS  |  MONDAY, 30 AUG 2010
... damaged by the new reforms but that AFA were heartened by the bipartisan debate on the future of the financial planning industry.

More workshops to prep for fee-for-service

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
... 56 planning groups surveyed said that their remuneration relied totally on fees and no commissions. But the planning industry has moved on since then with systems readily available that allows advisers to give their clients both options, fixed fee or ...

Fastest growing planners book above 30pc growth

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... cent growth of adviser numbers each year over the past three years, Rainmaker research shows. Growth in the planning industry seem modest by comparison to other sectors. In fact, Rainmaker data shows that growth rates average at around 4 per cent per ...

Count chooses Outplan for paraplanning

COMPANY RELEASE  |  THURSDAY, 5 AUG 2010
... Outplan. Commenting on the move, Outplan executive director Andrew Whelan said that changes within the financial planning industry have meant that outsourcing areas of the advice process has become an attractive proposition for some practices. "During ...

Addwealth seeks women advisers

RUTH LIEW  |  FRIDAY, 30 JUL 2010
... meetings to attract more women into financial planning. "Female planners are under represented in the financial planning industry and we believe this is a missed opportunity - not only for licensees looking to expand their planner base but also practices ...

Van Eyk strengthens investment team

PRESS RELEASE  |  THURSDAY, 29 JUL 2010
... associate. "We've expanded our client base across the Tasman with a strong push into the New Zealand financial planning industry. This involved coverage of 49 new fund strategies and developing a New Zealand strategic asset allocation model of advice," ...

Planners rank high on client scorecard

RUTH LIEW  |  THURSDAY, 15 JUL 2010
... cent of those who are unadvised would consider using a planner within less than five years. Klipin argues the planning industry needs to get its act together to focus on the benefits advisers bring to the community. "What the industry needs to [do] is ...

Tone down fund rivalry: Clitheroe

RUTH LIEW  |  FRIDAY, 18 JUN 2010
... ipac. According to Rainmaker Information, he has extensive research and marketing experience in the financial planning industry. Clitheroe is a well known media commentator and is the author of three personal finance books. He is chairman of the Financial ...