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Showing 591 - 600 of 2303 results for "Financial Planner"

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
If the superannuation draft legislation released last week is passed high net-worth investors may need to consider alternatives to supplement their super such as investment bonds, according to Centuria Capital. Centuria's Neil Rogan, general manager ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... Specialisation has certainly helped us," he said. AFA chief executive Brad Fox also highlighted the example of Brisbane financial planner Lea Schodel, who was featured prominently in the mainstream media for successfully managing to combine the seemingly ...

More poor customer outcomes expected: Narev

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
Commonwealth Bank chief executive Ian Narev anticipates there will be more cases of poor customer outcomes as an independent review of the bank continues. Narev told the ongoing parliamentary committee in Canberra yesterday that while CBA has implemented ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
The Australian managed accounts market is well on the way to achieving Morgan Stanley's $60 billion FUM by 2020 prediction, with data released by the Institute of Managed Accounts Professionals (IMAP) indicating the market has more than doubled since ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
The Financial Planning Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code. In its latest submission to the FSC the FPA noted that while the current draft has ...

Another former AMP planner cops ban

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
ASIC has permanently banned a former longtime AMP financial planner from providing financial services following an investigation. The regulator banned Damian O'Rourke after it found he failed to provide appropriate advice, failed to provide clients ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... and on purpose to get away from a product and provider led discussion and narrow down the discussion between a financial planner and their client to financial planning concepts. Launched in June 2016 to an initial roll out of 1500 financial advisers ...

ASIC hands down more permanent bans

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2016
ASIC has permanently banned a former AMP financial planner from providing financial services, deciding he is "not of good fame and character." Rommel Panganiban of New South Wales, an authorized representative of AMP Financial Planning between 2010 ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... advice Marianne Perkovic3 starts by considering the traditional first meeting between a prospective client and a financial planner. Perkovic, who will soon become executive general manager, Commonwealth Private, says that meeting "is nothing like a normal ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
Financial advice professionals can improve the already enormous role they can play in alleviating the emotional stress and administrative burden of helping people into managed aged care by forming relationships directly with care facilities in their ...