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Showing 211 - 220 of 243 results for "Planning industry"

Unionised workers only half all industry fund members

ALEX DUNNIN  |  WEDNESDAY, 4 APR 2007
... with their industry fund or joining up to an industry fund. In this respect, consumers are ahead of a financial planning industry that remains doggedly attached to an out-dated model that puts sales commissions ahead of a client's 'best interest'," said ...

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN  |  FRIDAY, 9 MAR 2007
... being taken up more and more in the industry and we really see this becoming a standard tool in the financial planning industry." Matrix currently consists of over 80 advisers in 35 practices around Australia. Advisers will have Adviser Online rolled ...

New planners lack listening skills

HAMISH MADDEN  |  MONDAY, 11 DEC 2006
... of newly qualified planners. "These skills are important because they emphasis of the work of the financial planning industry has changed," she said. "Planners now focus on the investment and income needs of intending or existing retirees who are increasingly ...

Investec measures value of advice

... of their clients. The group's senior executive Robert Lipman said that one of the weaknesses of the financial planning industry is the "distinct lack of accountability" on their performance. "We need to be more accountable, as an industry, on the value ...

FSR style licensing regime for mortgage brokers

WWW.THESHEET.COM  |  MONDAY, 23 OCT 2006
... next year that will align regulation of the mortgage broking industry with rules that prevail in the financial planning industry. Ian Clyde, chair of the Uniform Consumer Credit Code Management Committee at Consumer Affairs Victoria, said on Friday that ...

No conflict, more interest on MLC

... that this is a positive step towards addressing consumer calls for greater transparency within the financial planning industry. "We believe that this is the right way to go. Separating commissions from advice and removing any potential and perceived ...

Associations need to raise standards themselves: Pearce

KATE HAGE  |  TUESDAY, 16 MAY 2006
... Secretary to the Treasurer, Chris Pearce, has played down any chance of ramping up regulation over the financial planning industry and has urged key industry associations to take raising standards into their own hands. Opening the financial planning ...

FPA opens membership door to individual CFPs

KATE HAGE  |  MONDAY, 15 MAY 2006
... group. Dieters added that the FPA board approved the decision to help increase professionalism in the financial planning industry. "By 'delinking' all FPA practitioner membership from principal membership of the FPA, the board is acknowledging the importance ...

Coin software signs up Asteron and ANZ

... excited about the volume we're getting at that end," he said. Coin's contract wins are indicative of the financial planning industry's strong focus on technology to improve customer service, administrative efficiencies and the bottom line. For example ...

Rise and rise of consumer confidence with planners: CSAM

The financial planning industry's credibility is on the rise and consumers are trusting them more than ever, while even their 'client satisfaction' ratings are improving. In a joint research by Credit Suisse Asset Management and Investment Trends assessing ...