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Showing 1621 - 1630 of 2303 results for "Financial Planner"

Westpac FP maintains focus on senior planners

MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
Westpac's financial planning division is running behind its aspirational target to recruit 200 senior financial planners over three years. Despite this setback, the group has no plans to change its umbrella strategy. Westpac Financial Planning's three ...

AXA ramps up million-dollar insurance strategy

MICHAEL HOBBS  |  THURSDAY, 13 AUG 2009
AXA Australia's multi-million dollar investment in its financial protection business appears to be paying off with new business rising 23 per cent to $58 million and the firm now ranked in the top four across product, new business and underwriting categories. ...

FPA and SPAA sign MOU

COMPANY RELEASE  |  WEDNESDAY, 12 AUG 2009
The industry body for self-managed super funds (SPAA) and for financial planners (FPA) have joined forces to develop policies that will help shape the SMSF sector. Both associations signed a memorandum of understanding (MOU) to work together on policy ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
... Financial Advisers (AFA) both pushed for regulatory reform which included lifting the entry standards to become a financial planner or financial adviser.

K2 benefits from planner focus

MICHAEL HOBBS  |  MONDAY, 10 AUG 2009
K2 Asset Management's push into the financial planning market is paying off and now accounts for nearly half the fund manager's business. Andrew Hall, head of distribution at K2 Asset Management, said the fund manager's work with research firms and ...

FPA and AFA call for reform

COMPANY RELEASE  |  MONDAY, 10 AUG 2009
... planners and advisers and the need to reform retail client compensation. Lifting the entry standards to become a financial planner and adviser is also an issue being argued by the FPA and AFA. "Both the FPA and AFA agree that measured reform is required ...

Lifewise website nets 8,500 hits

MICHAEL HOBBS  |  MONDAY, 10 AUG 2009
Insurance awareness website, Lifewise, attracted around 8,500 unique visits in three months. The industry-wide insurance campaign, which is designed to inform Australians about how to protect themselves from financial loss as a result of an accident ...

Advisers put LPTs back on watchlist

RUTH LIEW  |  TUESDAY, 4 AUG 2009
The increasing numbers of capital raisings and a bounce back in value of the LPT sector is drawing more advisers to LPTs again. Linden Toll, executive director at LMW Invest, said while retail investors are still wary about returning to the LPT market ...

Mercer's self employed advice strategy falls short

MICHAEL HOBBS  |  FRIDAY, 31 JUL 2009
Mercer Wealth Solutions' strategy to sign self-employed financial planning practices has netted only two practices in a year, well short of the expected 12 practices flagged last year. Mercer Wealth Solutions launched its self-employed financial planning ...

Sunsuper extends planning service

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
Sunsuper has upgraded the fund's financial planning capability with On Track, a program which provides tailored on-going financial advice for members for free if the member has all their super in the fund. The super fund is targeting members 40 years ...