Search Results | Showing 641 - 650 of 1758 results for "Financial Planners" |
| | | ... Treasurer Anthony Sinodinos announced amendments to Labor's FoFA reforms that delivered notable reprieves for financial planners, including the removal of the opt-in requirement and the streamlining of fee disclosure statements. "We have seen a predictable ... |
| | | | The referral deal between the Financial Planners Association (FPA) and industry fund Cbus is going "exceptionally well" after two weeks in action, according to FPA chief executive Mark Rantall. Rantall said that, since January 1, 25 Cbus members have ... |
| | | | ... Son of Wallis inquiry. "A number of concessions were made by the previous Labor Government to the banks and financial planners before the current laws were passed in 2012," ISA chief executive Davit Whiteley said. "These proposed changes will re-open ... |
| | | | Financial planners are at risk of losing their current clients and are failing to see that, contrary to general perceptions, advice seekers are likely to be female, baby boomers and from less wealthy segments. About a third of advised Australians are ... |
| | | | ... performance, the number of members acquired through switching funds, and the number of financial products sold through financial planners. |
| | | | ... see where the gaps are," Rantall said. "We don't believe that [commercial law] should be a requirement for financial planners because they don't deal with that on a daily basis," he added. In the next months, the advice industry and the TPB will need ... |
| | | | Accountants and financial planners could be causing problems for clients by giving them incorrect legal advice in estate planning. Acorn Lawyers director Lindsay Stoddart revealed that "50% of the deeds I see coming from accountants and financial planners ... |
| | | | ... that ASIC should be the sole custodian and administrator of such a passport scheme "to protect the privacy of financial planners." The submission acknowledged that "there is a risk that financial planners who do not adhere to appropriate standards of ... |
| | | | ... from the Investment Trends August 2013 Adviser Product and Marketing Needs Report based on a survey of 734 financial planners. |
| | | | ... Asteron Life is encouraging its advisers to go digital by offering an extra 10% commission in the first year to financial planners who write new business using the online application process. The offer, called '2 for 10', is applicable for advisers who ... |
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