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Showing 641 - 650 of 1758 results for "Financial Planners"

FPA condemns FoFA fear mongers

JAMES FERNYHOUGH  |  FRIDAY, 17 JAN 2014
... 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 ...

FPA-Cbus referral deal makes promising start

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
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 ...

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... 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 ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
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 ...

Retail funds top super rankings survey

JAMES FERNYHOUGH  |  FRIDAY, 6 DEC 2013
... performance, the number of members acquired through switching funds, and the number of financial products sold through financial planners.

FPA expects TASA to require "massive" efforts

LAURA MILLAN  |  WEDNESDAY, 4 DEC 2013
... 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 ...

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
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 ...

CBA follows ASIC's lead in Senate submission

LAURA MILLAN  |  MONDAY, 18 NOV 2013
... 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 ...

Advisers leave China and turn to US growth

LAURA MILLAN  |  FRIDAY, 15 NOV 2013
... from the Investment Trends August 2013 Adviser Product and Marketing Needs Report based on a survey of 734 financial planners.

Asteron encourages advisers to go digital

LAURA MILLAN  |  THURSDAY, 14 NOV 2013
... 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 ...