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Showing 191 - 200 of 243 results for "Planning industry"

AFA searches for Rising Star

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
... holistic advice, are dedicated to client education and strive to contribute to the community and the financial planning industry. Chris Browne, 2007 AFA Rising Star winner and Financial Design for Life senior financial planner, said prospective winners ...

Franchise banking attract planners

MICHELLE BALTAZAR  |  MONDAY, 30 JUN 2008
... Creighton said the idea to set up a specialist planning unit was borne out of the trends the bank was seeing in the planning industry. "A lot of older planners are now looking to retire in the next few years so for us that offers a lot of opportunities. ...

Oceanic and AIFA launch 13-wk FP course

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
... in Financial Planning course is designed for older, established professionals seeking to enter the financial planning industry from non-traditional industries. Graduates receive two diploma qualifications provided by AIFA that cover the required RG 146 ...

Ex-AFS distribution head joins FPSA

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
... invaluable in driving strategy to take FPSA to the next level. Ryan has extensive experience in the financial planning industry and was most recently the head of distribution with AFS. He has more than 20 years experience in the financial services sector ...

From cash to prosperity: AFA

... 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 year's forum is timely ...

Super structure needs fixing

RUTH LIEW  |  MONDAY, 17 MAR 2008
... different views on the way it should be done and so there's no one answer that's going to suit everybody. "The planning industry needs to do something about their situation and get their message out to the market. On the other side, the industry fund ...

CFDs to act as shield: CMC

RUTH LIEW  |  THURSDAY, 21 FEB 2008
Contract for difference (CFD) provider CMC Markets ups its stake in the financial planning industry and self directed self-managed super funds (SMSF) investors with the launch of its Shield Account product. According to Nic Blakemore, head of distribution ...

Austock High Yield gets three stars

MICHAEL HOBBS  |  THURSDAY, 17 JAN 2008
Austock Asset Management has extended its reach into the financial planning industry after its High Yield Fund received a three star rating from research specialist Standard & Poor's. According to Austock Asset Management (Austock), the fund is invested ...

CFS adds muscle to distribution team

RUTH LIEW  |  WEDNESDAY, 16 JAN 2008
... intention of changing that strategy. We're interested in doing anything that is going to enhance the financial planning industry, and the role of the advisor and the advice they give," he said.

Industry funds not holding up transfers: AIST

ALEX DUNNIN  |  TUESDAY, 11 DEC 2007
... deliberately holding up transfers we very serious allegations, she suggested. "Statements from the financial planning industry about intentional non-compliance could be interpreted as accusing trustees of criminal behaviour."