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Showing 201 - 210 of 243 results for "Planning industry"

Transparency in advice is key: Tucker

MICHAEL HOBBS  |  MONDAY, 3 DEC 2007
To change the cultural perception of planners as product floggers and sales reps, the financial planning industry needs to re-configure the way advice is delivered to clients to include more transparency and understanding, said Steve Tucker, chief executive ...

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 ...

AMP to broaden planner network

MICHAEL HOBBS  |  TUESDAY, 27 NOV 2007
... improve admin support. Dunn, who replaces Andrew Mohl as AMP chief executive in January, said the financial planning industry has suffered a decline in planner growth in recent years partly because of regulatory changes. He said the group is addressing ...

Product-based fees create conflict

... product manufacturers, regulators and dealer groups back in July to discuss the key issues facing the financial planning industry. "The pleasing aspect to come out of this forum was the general agreement among delegates regarding the importance of the ...

Battle for advisers

MICHAEL HOBBS  |  THURSDAY, 4 OCT 2007
... Commonwealth Bank have announced new strategies to strengthen their grip on Australia's burgeoning financial planning industry. The financial advisory dealer arm of Asgard Wealth Solutions, Securitor, surveyed 300 advisers and found 25 per cent were ...

MLC to brandish ISO 9001 logo

MICHAEL HOBBS  |  TUESDAY, 25 SEP 2007
... assurance services at SAI Global, said, "Financial Planning 9000 is a landmark development for the financial planning industry in Australia which stands to better align the management practices of financial planning businesses with the international ...

Advisers need to think small for big profits

... ili. Speaking at the 13th annual Rainmaker Information Marketing Symposium, Boggs said so far, no-one in the planning industry was actively targeting the over three million small to medium-size businesses in Australia that were principal dependent with ...

Planners must build trust and stay on message: Koch

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
The financial planning industry is suffering from serious image problems and faces many challenges before it can effectively reach out to more Australians, according to media personality and finance media executive, David Koch. Speaking at the 2007 ...

Simpler super needs complex planning

ALEX DUNNIN  |  THURSDAY, 19 APR 2007
... Anderson said that given the breadth of the 2007 Budget reforms and how they are still being digested by the planning industry, its probably unlikely that there will be major rule changes announced in this year's Budget.