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Showing 2051 - 2060 of 2303 results for "Financial Planner"

FPA preps members on conflicts of interest principles

Against the view that many financial planners are putting their own paycheque before their clients' best interests, the Financial Planning Association (FPA) has issued a guide designed to help their members manage potential conflicts of interest. The ...

Plan B refutes first mover claims on fee for service

KATE HAGE  |  THURSDAY, 22 JUN 2006
... charging their clients on a fee for service basis for 18 years. But moreover, Plan B director and certified financial planner, Craig Lubitch, said disclosure around fees needs to go one step further. "The key differentiator in the industry is the actual ...

New kid on the ratings block: Heron

Superannuation consulting group The Heron Partnership has joined Chant West, Rainmaker and SuperRatings in the superannuation product ratings game with the launch of its own fund ratings service. The group reviewed 98 funds from the industry fund, master ...

True high conviction means big positions: Peters MacGregor

HAMISH MADDEN  |  FRIDAY, 16 JUN 2006
Define high conviction. To Peters MacGregor it means holding just eight stocks but backing your positions with more than 60 per cent of your total capital. Peters MacGregor chief executive officer, James Craigie, explained that to his team a high conviction ...

FPA CEO formally signs on

HAMISH MADDEN  |  WEDNESDAY, 14 JUN 2006
The Financial Planning Association (FPA) announced that Jo-Anne Bloch has formally stepped into the role of chief executive officer after her appointment was announced in March. Bloch anticipates spending her first few weeks looking at policy issues ...

MLC claims "first mover" on "fee for service"

KATE HAGE  |  WEDNESDAY, 14 JUN 2006
NAB/MLC have announced that their high-end financial planning group, Godfrey Pembroke, will mandate that all planners be remunerated purely by fee for service, believing it is a "first move" for a major player in the industry that has become caught ...

AMPFP scraps industry funds

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
AMP Financial Planning (AMPFP) has announced it is removing industry funds from its approved product list, citing a lack of client demand. AMPFP said that its planner network had received little demand from clients for industry funds and the costs involved ...

Rainmaker Marketing Excellence Awards 2006

More than 180 delegates attended last night's 2006 Rainmaker Marketing Excellence Awards which recognised the outstanding achievements in marketing, sales and business development by an individual, a group of individuals or organisation in Australia's ...

Platforms: here today, gone tomorrow

KATE HAGE  |  FRIDAY, 2 JUN 2006
New asset consulting frontier Kate Hage 315 Asset consulting has changed so much so that through the sheer volume of new managers, it has become a process of elimination and negative screens, according to key industry delegates. Speaking at yesterday's ...

NAB financial planner guilty of fraud

HAMISH MADDEN  |  TUESDAY, 30 MAY 2006
A former NAB financial planner has pleaded guilty to 13 criminal counts of dishonest conduct and fraud in the District Court of NSW. Paul Drakos, from the Central Coast in NSW, yesterday entered a guilty plea to eight counts of dishonestly obtaining ...