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Showing 1811 - 1820 of 2303 results for "Financial Planner"

Fee for service planners on the rise

A sub-segment of financial planners expect revenue from pure 'fee for service' models to increase to almost a quarter of their total revenue in three years, a survey of more than 1,100 planners has found. The inaugural Investment Trends Planner Business ...

FPA partners with Deakin

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
The Financial Planning Association (FPA) is one step further to improving adviser understanding on life insurance after partnering with Deakin University to develop an industry recognised life risk adviser program. The corporate education division of ...

Oceanic and AIFA launch 13-wk FP course

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
... Resources and the Australian Institute of Financial Services & Accounting (AIFA) is addressing the national financial planner shortage by creating a 13-week fast track planning course. The Professional Development Program in Financial Planning course ...

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
The Financial Planning Association (FPA) released details of its 2008 National Conference, Ignite the Difference, an event that aims to encourage advisers to distinguish themselves as professionals. The four-day Gold Coast conference in November includes ...

Austock launches planning arm

MICHAEL HOBBS  |  FRIDAY, 13 JUN 2008
Austock Group branches out of stockbroking and into financial planning after poaching three former Ord Minnett Financial Planning advisers to join the group. Austock Financial Planning will open for business on June 16 after five former Ord Minnett ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
Clients are showing a small decrease in satisfaction with the advice they are receiving from their financial planners, new research shows. The Lifeplan ICFS Financial Advice Satisfaction Index decreased slightly from 74.3 six months ago to 73.2 in June. ...

AMP launches Loan Cover

MICHAEL HOBBS  |  WEDNESDAY, 11 JUN 2008
... while we have a strong distribution base via financial planners, only a small percentage of people talk to a financial planner. "Mortgage brokers touch a huge volume of people, in fact 40 per cent of mortgages go through mortgage brokers."

RM advisers break through 1000 barrier

There are now more than 1000 reverse mortgage consultants (RMCs) accredited through the Senior Australian Equity Release Association of Lenders (SEQUAL) Australia-wide network of 'trusted advisors'. The jump in the numbers of RMCs is in response to ...

Finding integrity in finance

RUTH LIEW  |  FRIDAY, 6 JUN 2008
Young, smart, and ambitious - some of the finance industry's up and coming stars gathered for the IFSA Future Leaders lunch yesterday to learn about integrity, leadership and how they can change today's wealth management industry. New financial planners ...

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
Financial planners could become irrelevant if they don't change the way they deliver advice to baby boomer and retired clients, according to Tom Collins, The Tom Collins Consultancy managing director. Speaking at the Rainmaker Marketing Symposium, Collins ...