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Showing 1871 - 1880 of 4097 results for "financial planning"

Financial services companies owe consumers $15m compensation

LAURA MILLAN  |  MONDAY, 2 FEB 2015
... in the categories of investments, life insurance and superannuation. Of these 69% relate to disputes in the financial planning sector. The figures represent a 4% increase from the September quarter and, according to the FOS, "was caused by the liquidation ...

Work harder to fight negative press: AFA

ALEX BURKE  |  FRIDAY, 30 JAN 2015
Advisers and associations need to do more to fight negative stereotypes about financial planning, argued Association of Financial Advisers (AFA) chief executive Brad Fox at a recent Value Alliance event in Sydney. As an example, he noted that Houghton ...

Boutique corporate super realigns following MySuper

ALEX DUNNIN  |  THURSDAY, 29 JAN 2015
... its 2013-14 annual report Fiducian said: "Corporate superannuation and MySuper do not encourage personalised financial planning advice and therefore it has been decided to wind down this fund and transfer those members [into other products]." Rainmaker ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... planners, Synchron director Don Trapnell argued. "For some reason, risk products continue to be linked together as financial planning products rather than insurance products. I do genuinely believe there is a strong case for separating the two," Trapnell ...

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
The Financial Planning Association (FPA) has received expressions of interest from several superannuation funds keen on striking referral deals similar to those signed with Cbus and Sunsuper. FPA chief executive Mark Rantall told Financial Standard ...

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... sparked the need for construction workers to seek financial advice to build their wealth, with a number of financial planning firms already targeting them. "We're talking about people who are really busy all the time, who look after everyone else but ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week. Sydney planner David Kennedy was crowned Adviser of the Year for his ability to "set meaningful ...

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
... Planners to raise awareness about the value financial advisers contribute to society. "The simple message is that financial planning is generally a great thing for people, that the minority are 'dodgy', and that it is time to balance out the negativity ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that the managed accounts market spans a spectrum ...

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
... Frydenberg to make public the government's position on the Senate inquiry into adviser education standards. Financial Planning Association (FPA) general manager of policy and conduct Dante De Gori told Financial Standard that the organisation has not ...