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Showing 311 - 320 of 1758 results for "Financial Planners"

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... principal of 360 Financial Advantage. Prior to joining 360, she was head of tax at Old Mill Accountants and Financial Planners. The second appointment is Jane Beverley, who is now managing principal of Evolution Advisers. In July, Countplus said it was ...

Industry sentiment mixed: ETF spot poll

KARREN VERGARA  |  MONDAY, 9 OCT 2017
... BetaShares had the second highest inflow ($1bn). This week's new Financial Standard weekly readership survey asks financial planners: How have the 1 July 2017 superannuation changes affected you three months on?

Merger leads to fee cuts at Equip Super

ALEX BURKE  |  TUESDAY, 3 OCT 2017
... achieved while we expanded our national footprint. We are in the process of recruiting relationship managers and financial planners in Western Australia and Queensland to support the membership introduced in those states through the merger," Equip said. ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
... for consumers. These positive consumer outcomes can only be delivered by addressing the problems that impact financial planners' ability to compete in in the financial advice market," Marshan said.

Fees dominate super choice, RG97 falling short: ISA

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... is invested through platforms, which are typically owned by banks and wealth management groups and used by financial planners. "The new super rules are more likely to mislead consumers than help them," he said. ISA is urging ASIC to reverse the exemptions ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Almost half of all financial planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... professionally and personally. I for one can't wait to hear our speakers' fresh perspectives on what lies ahead for financial planners. And there's still more to come. We'll be announcing further speakers in the coming weeks," FPA chief executive Dante ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... collaborating with accounting and advice firms, he told shareholders in a statement. "We believe accountants and financial planners in future will be competing (and co-operating) at the same time. They will simultaneously complement each other and they ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... has more than $50 billion in AUM. "FHM are a natural fit for AZ NGA as the team is lead by highly experienced financial planners in Craig Hughes and Daniel Mulcahy supported by general manager Michael Furness. They have an exciting growth plan which ...