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Showing 401 - 410 of 1758 results for "Financial Planners"

Foreign managers priced out of super

ALEX BURKE  |  MONDAY, 30 MAY 2016
... without profits." Regulatory issues also played a role - the research cited one manager who noted that many financial planners were generally unwilling to try products for new managers due to uncertainty about how future regulatory changes might affect ...

Financial services given hand to protect seniors

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
... Seniors Wealth chief executive Anne McGowan said the programs are suitable for financial institutions, banks, financial planners, law firms, aged care facilities, government departments, support services, or "anyone who helps seniors manage their financial ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... to develop the advice component of their business. "Accountants who have formed strategic relationships with financial planners will be able to continue to refer their clients for rollover and comprehensive financial advice if they decide to proceed ...

ASIC to run rule over mortgage commissions

MARK SMITH  |  THURSDAY, 26 MAY 2016
... incentives such as overseas trips, or faster loan approval times for some firms. A similar review of commissions for financial planners led to the Future of Financial Advice (FOFA) reforms, which have rendered some operating models obsolete. The latest ...

Not-for-profit fund buys StatePlus

MARK SMITH  |  MONDAY, 23 MAY 2016
... for our members." The combined business will administer over $21 billion in retirement funds with over 200 financial planners located in metropolitan and regional centres throughout Australia. "For now it is business as usual for both operations. First ...

Financial planners improve standing in annual trust survey

MARK SMITH  |  TUESDAY, 17 MAY 2016
Financial planners have improved their standing in the Roy Morgan Image of Professions survey but still have some way to go before they can be considered one of the most trusted professions. Of the 30 professions included in the survey, financial planners ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
... advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS to carry out online meetings, share screens with clients ...

ASIC makes two permanent bans

KERRIE SYDEE  |  FRIDAY, 13 MAY 2016
... former AFS licensee employee and former chairman of collapsed lender Wickham Securities and founder of Sherwin Financial Planners (in liquidation), from providing financial services. Former AFS licensee employee Nicolai D'Lamartin was permanently banned ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... the financial planning business within industry funds while at the same time improving the effectiveness of financial planners, and we expect that he will be able to draw on this success at LGS," LGS chief executive Peter Lambert said. Lambert said that ...

FPA appoints new education head

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
... on delivering the best possible student experience. In addition to this, we want to develop a solution for financial planners who need to undertake further study to meet the forthcoming education requirements." Weston-Cole said he was very excited about ...