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Showing 441 - 450 of 1758 results for "Financial Planners"

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... three-year transition period for reducing upfront commissions. "The FPA supports the need for a model that enables financial planners an appropriate amount of time to transition. We believe that the staged approach to the new commission structure achieves ...

PROFILE: REI Super chief executive Mal Smith

DARREN SNYDER, LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... with members, seeking assistance from Mercer as an asset consultant and make sure the services of the fund's financial planners were available to those who needed them. "It was about talking to people and being sure they focused on the long term, and ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
... program is considered the most comprehensive within the industry because it reviews advice given by Macquarie financial planners going back to 2 March 2004, when Macquarie Private Wealth (MPW) obtained its Australian financial services license (AFSL). ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... FUM. The platform also launched an insurance section in September and separately launched digital tools for financial planners "to improve customer experience" in August. ANZ chief executive officer Mike Smith said in a constrained environment the bank ...

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
... The "people" aspect of StatePlus' new business model refers to the company's commitment to have all of its financial planners attain membership with the Financial Planning Association of Australia and receive Certified Financial Planner designation. ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
Consumer demand to deal with banks through their aligned financial planners is going down and it is being replaced by the internet. The latest Roy Morgan's Single Source surveyed over 50,000 people and found that the number of bank clients using their ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... insurance advice was rarely confined to a one-off transaction. He said by following the principles of the guide, financial planners will be well-positioned to support clients over the long-term, as their needs and circumstances change. "Life insurance ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... wholesale sales Alistair Dunne. "The mFund settlement service will not only open the door to a greater audience of financial planners and retail investors, but will also benefit these investor groups by offering them direct access to a broad array of ...

Australian Catholic Super launches retirement income product

STAFF WRITER  |  THURSDAY, 8 OCT 2015
... pension product. RetireSmart is an automated retirement income solution based on the "bucket" strategy used by financial planners. Australian Catholic Superannuation chief executive Greg Cantor said the product was created to address the financial risks ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
... publicly welcomed the Australian Securities and Investment Commission's (ASIC) decision to ban former CFPL financial planners, Sharnie Kent and Stuart Jamieson. In a press release issued by the bank it said it reported concerns it had regarding misconduct ...