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Showing 571 - 580 of 1758 results for "Financial Planners"

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
... and policy information to the financial planning system. "This is an ongoing and time consuming task for most financial planners and involves contacting their insurers frequently to ensure their client and policy data is always up to date," Zurich general ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... fund employed planners' membership to a relevant industry association. As part of the changes, existing CBA financial planners and their supervisors will be required to hold either an advanced diploma in financial planning (or equivalent) or a degree ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... and some of it is not going to be provided by an adviser," he added. He predicted that in the next 10 years "financial planners will manage the high end of the market, which requires a better understanding of the situation." In the meantime, data management ...

Cormann tables adviser register to "weed out bad apples"

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... "An appropriate register will provide protection for consumers, enabling them to easily identify all licensed financial planners who have an agreed set of credentials." "The register will also help weed out bad apples and provide protection for licensees ...

Labor forces tabling of FoFA regulations

LAURA MILLAN  |  THURSDAY, 10 JUL 2014
... that will reduce consumer protections in financial advice." "These changes were lobbied for by the banks and financial planners, including the Commonwealth Bank," he added.

Labor questions Murray, calls for another inquiry

LAURA MILLAN  |  WEDNESDAY, 9 JUL 2014
... compliance controls-which came up in the Senate inquiries as one of the issues-and when the bank hired rogue financial planners, such as Mr Don Nguyen," he said, and added that he was "a part of that bank and an important part of that culture." A member ...

CBA reaction too slow, too little, too late

LAURA MILLAN  |  FRIDAY, 4 JUL 2014
... financial planning businesses. "We have proposed that CBA introduces a mandate that each and every one of their financial planners must undertake ethics training, commit to no less than 30 hours of professional development per year and sign up to membership ...

CBA boss to be grilled on Senate report

AAP  |  THURSDAY, 3 JUL 2014
... slammed the bank and corporate regulator over their response to claims of fraud and misconduct by some CBA financial planners. The report recommended a royal commission be established into the wrongdoing, which occurred between 2006 and 2010 and included ...

Platinum steps up focus on adviser market

MARK SMITH  |  TUESDAY, 1 JUL 2014
... mutually beneficial partnership arrangement aimed at raising the educational and professional standards of financial planners in Australia." Platinum has a strong pedigree in investor education and is a welcome fit for the marquee sponsorship of this ...

TPB open for TASA registration from today

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
Financial planners who provide tax financial advice can register from today with the Tax Practitioners Board (TPB) to comply with the Tax Agent Services Act 2009 (TASA). The TPB has sent all Australian financial services licensees (AFSL) instructions ...