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Showing 231 - 240 of 243 results for "Planning industry"

Planning financial future made easier by Rainmaker's SelectAdviser

... at helping consumers find financial planners. The website includes comprehensive information on the financial planning industry and will ensure consumers have the right information to make the right decision in choosing a suitable financial advisor. ...

Practice management important for advisers

... only a small number of advisers incorporated practice management into their training. Changes in the financial planning industry, increased competition, complex regulation and greater public scrutiny has further heightened the role of practice management ...

Macquarie expands business in New Zealand through PwC purchase

... Zealand financial planning business. The deal came at a time when PwC planned to exit the New Zealand financial planning industry and Macquarie were looking to expand its wealth management business in the region. "By reaching agreement with Macquarie ...

ATO ruling leaves consumers exposed; CPA

... bills have been incurred, which the consumer wasn't aware of until after the event," she said. The financial planning industry had been allowed to grow without proper attention being paid to the quality of tax advice provided by planners, Bowler added. ...

ASIC to crack down on soft dollar benefits

... and Investments Commission (ASIC) today released a research report on soft dollar benefits in the financial planning industry revealing a wide range of benefits other than standard commission payments being made in the industry. ASIC said benefits to ...

ASIC director leaves to head ACA

... their respective groups during the release of the ACA/ASIC Quality of Advice Survey, which slammed the financial planning industry. ASIC has not yet named a replacement for Kell's former position.

Associated Planners to form view on 'soft dollar' benefits

... head of distribution Chris Freeman said the initiative would help instill consumer confidence in the financial planning industry, while AP managing director Ray Miles said it was time for financial planning organisations to establish a clear position ...

FPA criticises ACCC PI report

... saying it does not go far enough to highlight the professional indemnity insurance crisis facing the financial planning industry. FPA Chief Executive, Ken Breakspear said the report does not mention other central factors impacting on financial planners ...

FPA welcomes tax law amendment bill

... ability to transition to the new financial services regime without imposing a CGT liability." "The financial planning industry strongly supports the FSRA," he continued. "We look forward to our members moving into the new licensing regime with the confidence ...

FEA scraps ongoing fees from new woodlot project

... Andrew White, FEA chief executive. "Over recent months we have listened to many professionals in the financial planning industry. Our new project reflects the input that we have received as a result of those discussions," White added. FEA's latest project ...