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Showing 1831 - 1840 of 2303 results for "Financial Planner"

From cash to prosperity: AFA

Financial planners will be given a helping hand at this year's Association of Financial Advisers' (AFA) national forum by some of the planning industry's best to set them on their paths to success. Richard Klipin, chief executive of the AFA said this ...

AIST calls for SMSF reform

ALEX DUNNIN  |  FRIDAY, 16 MAY 2008
The Australian Institute of Superannuation Trustees (AIST) has called for reforms to the self-managed superannuation fund sector, including minimum trustee education requirements. Specifically, the group has recommended the advice provided by accountants ...

Banks enjoy mortgage windfall, sort of

WWW.THESHEET.COM  |  FRIDAY, 16 MAY 2008
... applications from so-called lifestyle borrowers have dried up. One lender, ABN Amro, has reassured its broker and financial planner distribution networks that it is in the market for the long term and that it will continue to introduce new products and ...

Awareness week for planners

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
... has been running for eight years, occurs from 19th to 25th of May and aims to promote the benefits of using a financial planner and the opportunities in a career as an adviser or paraplanner. The week will feature seminars, newspaper lift-outs, special ...

CommInsure halves insurance PDS

MICHAEL HOBBS  |  TUESDAY, 13 MAY 2008
CommInsure has reduced the product disclosure statement (PDS) of its Personal Insurance Portfolio product by half, slashing 28 pages off the document. The firm's Personal Insurance Portfolio PDS has been reduced from 56 to 28 pages and, in addition ...

Industry responds to APRA report

... different. An industry fund looks at investment portfolios while with a master trust board, usually there's a financial planner who looks at the individual client's desires and aspirations which then goes into the portfolio allocation," he said. "What ...

ASIC divides to conquer

The Australian Securities and Investments Commission (ASIC) will split its single enforcement directorate division into six and four of its 'silo' directorates into 17 stakeholder teams, in a bid to stay relevant with the fast evolving financial markets. ...

Bluestone repositions reverse mortgages

WWW.THESHEET.COM  |  WEDNESDAY, 7 MAY 2008
Bluestone Group will stop distributing reverse mortgages through brokers and financial planners and will focus its activities on distribution through alliance partners. Bluestone chief executive Peter McGuinness said the group had alliances with Westpac ...

CFP and Fin Wisdom upload Provisio

... paperwork and reduces the chances of data error by creating a Statement of Advice insert using Microsoft Word. "As a financial planner, I know one of the difficulties has always been transferring strategy information to the Statement of Advice. Provisio ...

Few takers for independent tag: FSI

RUTH LIEW  |  THURSDAY, 1 MAY 2008
There are approximately 16,000 financial planners currently practicing in Australia - but only 11 can legally call themselves "independent", according to a specialist compliance and licensing company. Field research conducted over the last few years ...