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Showing 641 - 650 of 982 results for "Financial Planning Associatio"

FOFA discontent rumbles on after PJC findings

CLAIRE MCGREAL  |  THURSDAY, 1 MAR 2012
Opt-in, annual fee disclosure and best interest remain the sticking points for industry bodies following yesterday's release of the Parliamentary Joint Committee report on FOFA. The 220 page report, which took into account over 70 submissions from concerned ...

SMSFs the new retail

CLAIRE MCGREAL  |  FRIDAY, 24 FEB 2012
The SMSF market is an untapped resource for many advisers who should capitalise on the growing popularity of self managed super funds. That's according to Alex Francois, head of distribution, investments at Provident Capital, who believes SMSFs are ...

Conflict of interest still key issue: ASIC shadow shop

CLAIRE MCGREAL  |  TUESDAY, 21 FEB 2012
ASIC has revealed conflict of interest has again emerged as a problem for consumers in its latest shadow shop research on financial advice. The results of the 2011 survey, carried out to test the quality of advice given to consumers in or nearing retirement ...

Shorten locks down accountant timeline

ELISE BURGESS  |  MONDAY, 20 FEB 2012
Financial Services Minister Bill Shorten has committed to a two week deadline for legislation surrounding the role of accountants in the advice industry, in addition to reaffirming his plans to raise contribution caps. Speaking at the Self-Managed Super ...

Rainmaker appoints new head of technical services

RACHEL DAVIS  |  TUESDAY, 14 FEB 2012
Rainmaker Group has appointed industry veteran, James Proctor, to the newly created role of head of technical services. With over 19 years experience in the financial services industry as a technical taxation, superannuation and social security expert ...

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
Financial planners are acting more like investment advisers and product sellers instead of strategists as a result of rising requirement pressures, according to one adviser group managing director. Financial planners may be losing sight of their roles ...

FOFA 'unclear' on legal position of advisers

MELANIE TIMBRELL  |  FRIDAY, 27 JAN 2012
Advisers will need to have a clear understanding of the perimeters of client contracts under FOFA, said one expert in response to concerns from industry bodies that opt-in could expose advisers to litigious action from clients who failed to return paperwork. ...

Fixed Income Investment course launched for planners

CLAIRE MCGREAL  |  WEDNESDAY, 25 JAN 2012
Financial planners looking to brush up on their fixed income investment knowledge can sign up to a new course being run by fixed income broker FIIG Securities. The course, which is accredited by the Financial Planning Association (FPA), consists of ...

Annual fee collation too complex: FPA to PJC

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
Chair of the Parliamentary Joint Committee on Corporations and Financial Services Bernie Ripoll has grilled the Financial Planning Association over claims the proposed annual Fee Disclosure Statement (FDS) as part of FOFA is unnecessary. Speaking at ...

Default super inquiry receives positive response

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
The government inquiry into the selection and ongoing assessment of default super funds has been broadly welcomed within the industry. Financial Services Minister Bill Shorten revealed on Friday that the Productivity Commission inquiry would start early ...