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Showing 621 - 630 of 1758 results for "Financial Planners"

Professional planners don't accept commissions: FPA

ALEX DUNNIN  |  WEDNESDAY, 19 MAR 2014
Professional financial planners do not accept commissions because the conflicts of interest commissions create cannot be managed, says Matthew Rowe, chair of the Financial Planning Association. "We don't believe that a commission should be payable on ...

BT arms planners with tablets to improve advice

HARRY PAGE  |  THURSDAY, 13 MAR 2014
BT Financial Group will release almost 1,000 tablets to bank financial planners and planner assistants working at Westpac, St.George, Bank of Melbourne and BankSA. The tablets will have a digital version of the group's 'Your World' tool which was designed ...

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
... venture with Crowe Horwath. First Financial has $1.1 billion in funds under advice, 60 staff, including 17 financial planners, four lending and finance advisers, and a self-managed super fund (SMSF) administration team "First Financial's future growth ...

GenYs shy away from independent, professional advice

LAURA MILLAN  |  MONDAY, 24 FEB 2014
... even less than that, 13%, would ask a financial adviser for help. The reason was not lack of knowledge of what financial planners can do, but the cost of their services. GenYs are the generation that trusts advisers the most, but 60% of them think using ...

ASIC: no plans for SMSF balance threshold

ALICE URIBE  |  FRIDAY, 21 FEB 2014
The Australian Securities and Investments Commission (ASIC) has no plans to prevent financial planners from providing advice for self-managed superannuation funds with balances under $100,000. Speaking at the 2014 SPAA SMSF National Conference in Brisbane ...

FPA foundation appoints board members

LAURA MILLAN  |  THURSDAY, 20 FEB 2014
... $500,000. Helmich said that Future2 priorities are to increase engagement among FPA members, help build respect of financial planners in the community, create a longer term engagement with the community organizations that receive grants and increase ...

Not-for-profit investors value non-alignment: Hamilton

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
Non-aligned financial planners and wealth managers can use their independence as a selling point with not-for-profit foundations, according to Will Hamilton, chief executive of Hamilton Wealth Management. Hamilton Wealth Management recently won its ...

Planners not meeting SMSF trustee demands

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
Financial planners still have a long way to go to meet the needs of self-managed super fund (SMSF) trustees, a new report has shown. The research, conducted by CoreData and jointly issued by the SMSF Professionals' Association of Australia (SPAA) and ...

FPA puts TASA back in the agenda

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
... best interest of Australian investors at heart," the FPA chief executive Mark Rantall said. "We encourage all financial planners to take advantage of the TASA education program now to avoid feeling under pressure and rushing to make changes come 1 July," ...

EQT hires AMP exec to target financial adviser relationships

MARK SMITH  |  TUESDAY, 18 FEB 2014
... ever-changing financial planning environment, EQT believes that providing a high level of support and assistance to financial planners is crucial. Mani will be instrumental in ensuring we continue to provide the highest quality service to advisers." ...