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Showing 371 - 380 of 1758 results for "Financial Planners"

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... collects data from more than 600 funds, platforms, wraps and other accounts. The data is used by more than 12,000 financial planners and 200 dealer groups. The platform holds data on more than 4.4 million client accounts with more than $40 billion in ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
... being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates at the AFA National Adviser Conference in Canberra, Charlton said the first step was to draft a referral ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... popular and we would expect to see a strong uptick in demand," Michell said. "Longevity risk is something that financial planners are increasingly considering as pensioners' life expectancy rises. To plan for the long term requires expert financial planning ...

StatePlus appoints new CEO, boosts board

ALEX BURKE  |  FRIDAY, 7 OCT 2016
... country's leading financial advice businesses, with over $21 billion in retirement savings and more than 200 financial planners located across Australia. "I am looking forward to continuing to work with the StatePlus leadership team and the Board to ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... management, advice and administration. Walsh believes significance of investment bonds has become "more obvious to financial planners and investors who are suspicious of the constant tinkering of the superannuation system" and are seeking a tax effective ...

More poor customer outcomes expected: Narev

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... additional $11 million in relation to other claims," Narev replied. The inquiry also addressed the several CBA financial planners who have recently been banned by ASIC, citing that despite allegations of misconduct and the provision of inappropriate ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... been largely in platform based services rather than in "client own name" services, showing the extent to which financial planners and advisers have now adopted managed accounts as a way of delivering their overall advice service." The findings were calculated ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
... trying to achieve and how financial advisers fit in with it. "It is still unclear whether or not the FSC see financial planners being part of this code, subject to this code or being a part of the code in any way," he said. "The FSC needs to be a little ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... for aged care, adding that advice professionals that understand the system can be invaluable for families. "Financial planners can help at a time when a lot of emotions, life pressures and potential conflict are occurring in the midst of the important ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... clients in a way that they want to learn will not only help build confidence but also trust in financial advice. "Financial planners need to look beyond face to face comprehensive advice if they're going to reach prospective clients in the way that those ...