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Showing 1881 - 1890 of 2303 results for "Financial Planner"

Industry funds not holding up transfers: AIST

ALEX DUNNIN  |  TUESDAY, 11 DEC 2007
The Australian Institute of Superannuation Trustees (AIST) has rejected criticism by some financial planners that industry super funds are taking too long to process superannuation transfers. AIST's chief executive officer, Fiona Reynolds, said the ...

Asteron selects Olicc

MICHAEL HOBBS  |  FRIDAY, 7 DEC 2007
Asteron has partnered with Olicc Technologies to provide an insurance application tracking system that could potentially reduce overhead costs for financial planners. The partnership means planners are able to follow Asteron Lifeguard applications for ...

Non-TFN tax attack

MICHAEL HOBBS  |  WEDNESDAY, 5 DEC 2007
... will be unable to accept contributions while members cannot receive government co-contributions without a TFN. Financial planner Jossel Ginsberg, director at Ginsburg Financial Services, said when the legislation was passed he realised members who are ...

Prime selects Praemium

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
Prime Financial Group has selected Praemium Limited as its direct equities administration platform. Praemium provides online portfolio administration service through its V-Wrap, p-Desktop and Separately Managed Account (SMA) technology to a range of ...

Reinventing financial planning

MICHAEL HOBBS, MICHELLE BALTAZAR  |  FRIDAY, 30 NOV 2007
More Australians will seek financial advice if the financial planning industry goes through a fundamental structural reform and gets rid of commission-driven fees. Chartered accountant Robert M.C. Brown has written a discussion paper debunking some ...

Planners need to shape up: Corbett

MICHAEL HOBBS  |  FRIDAY, 30 NOV 2007
People view the financial planning industry with cynicism because advisers aren't proficient and the level of disclosure surrounding advice fees is inconsistent across the industry, Roger Corbett, company director and former chief executive of Woolworths ...

SOA at half price

The Financial Planning Association (FPA) has unveiled a simplified Statement Of Advice (SOA) which cuts planner preparation time by as much as 50 per cent. FPA chief executive, Jo-Anne Bloch, said the 'Simplified SOA' has been developed after the Financial ...

PI increase sparks debate

MICHAEL HOBBS  |  WEDNESDAY, 28 NOV 2007
CHOICE, the independent body representing consumers has thrown its support behind ASIC's proposed changes to professional indemnity (PI) insurance required by financial planners and other AFS licensees. Only this week, the Financial Industry Complaints ...

FICS raises maximum claim to $150k

Investors who lodge a complaint against their fund manager, financial planner or stockbroker can claim up to $150,000, up 50 per cent from the previous limit of $100,000 under a new policy by the Financial Industry Complaints Service (FICS). From 1 ...

Product-based fees create conflict

Financial planners will not be recognised as true professionals for as long as 'product-based' remuneration models exist, according to discussion papers released by the Institute of Chartered Accountants in Australia (ICAA). The Institute has used an ...