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Showing 531 - 540 of 1758 results for "Financial Planners"

India mutual funds reach A$149bn

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... managed funds in India are distributed through non-aligned financial advisers, according to the Society of Financial Planners of India. Fixed interest funds account for 57% of the market followed by 16% in short term money market and liquid funds. Equity ...

Sunsuper taps FPA adviser network

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
... and regional Queensland, but as part of the new arrangement, we will be looking to work with FPA Certified Financial Planners over a much wider geographic base who will advise and act in the best interests of our members," Sunsuper's executive general ...

Higher adviser education standards boost CFP demand

LAURA MILLAN  |  MONDAY, 10 NOV 2014
... there are many pathways for those who want to join it. We are committed to working on a one-to-one basis with financial planners to find a tailored solution." Commonwealth Bank (CBA), Westpac, National Australia Bank (NAB) and AMP have increased the ...

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... creating an innovative high quality financial services company in Australia," Barrett said. "Many talented financial planners in Australia are looking for an opportunity to scale up their operations, and build sustainable businesses that are able to ...

CBA appoints litigators as customer advocates

LAURA MILLAN  |  MONDAY, 3 NOV 2014
... financial advice at no cost. The initiative is part of CBA's program to compensate victims of advice given by financial planners at Commonwealth Financial Planning and Financial Wisdom. CBA also announced "an extension of the customer contact element ...

Cormann to welcome cyclist advisers at FPA conference

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
Financial planners who pedal for 1,050 km -from Melbourne to Adelaide via the Great Ocean Road- will be greeted at their arrival by the financial planning community and by guest of honour, Senator Mathias Cormann. Cyclists will complete a seven-day ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... advisers have; and to move the whole industry to a profession, they too need to be held to the same standards as financial planners. Our current staff are excited by this opportunity for further development and investment in them." Advisers, existing ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... organisation noted that "tax advice is inextricably connected with the provision of financial advice." It added that "financial planners consider the tax implications for clients when advising on super, investments, savings mechanisms, estate planning ...

Adviser Ratings website to launch paid options

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Adviser Ratings website, which allows consumers to rate their financial planners for free, will launch paid services for advisers and consumers in the future. "We are looking at value-added services down the track; advisers and consumers will be ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... achieved a high net promoter score of over 50, the researcher used client surveys to identify the top 20% of financial planners to be included in its Most Trusted Adviser (MTA) network. MTA advisers had an average of 4.7 years extra industry experience ...