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Showing 561 - 570 of 1758 results for "Financial Planners"

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
A group of financial planners and financial services entrepreneurs have united to create an online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete ...

Independent trustees fix wrong problem

ALEX DUNNIN  |  TUESDAY, 12 AUG 2014
... conflicted decision making in reality." The report's authors thus conclude, like the case for whether independent financial planners are of higher integrity than aligned planners, that it is more important what trustees do and how they behave rather ...

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
... that the intense scrutiny on the financial planning sector will continue and it was the responsibility of all financial planners to stand united to ensure that the wider community is made aware of the positive impact the industry has. Spiers said: "We ...

Fortnum ready to recruit advisers after ANZ stake buyout

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... businesses. The multi-million dollar deal was a collective effort, with around 80% of Fortnum's 28 practices and 87 financial planners raising money to complete the buyout. However, ANZ will continue to provide dealer-to-dealer services to Fortnum. Fortnum ...

Advice register talks focus on financial advice scope

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... Australian Securities and Investments Commission (ASIC) RG146 licensing regime. However, not all of them are financial planners providing personal advice; some give general or scoped advice. De Gori proposed that the register should capture "every individual ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their ...

CBA whistleblower casts doubts over compensation scheme

LAURA MILLAN  |  THURSDAY, 24 JUL 2014
... pointed out that in the past, the first point of contact for claimants were CBA staff who were not qualified financial planners. "What I've seen before is that CBA staff dealing with compensation are quite remorseless and quite stubborn; they won't consider ...

Cbus and FPA sign adviser referral deal

LAURA MILLAN  |  WEDNESDAY, 23 JUL 2014
Industry super fund Cbus members will have access to Financial Planning Association (FPA) certified financial planners after the two organisations joined together to launch a referral program. The national referral program which is scheduled to start ...

SMSF service industry comes of age: Survey

MARK SMITH  |  TUESDAY, 22 JUL 2014
... blurred. "This research debunks the myth that there is no SMSF profession and that it is only for accountants and financial planners. The significant growth in professionals which have specialist backgrounds from a range of industries and professions ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
... standards is not enough and demanded that consumers be able to get full access to information about all Australia's financial planners. "Education is critical but assessed in isolation does not provide a full picture of the quality and suitability of ...