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Showing 671 - 680 of 1758 results for "Financial Planners"

AFA unveils Female Excellence in Advice Finalists

LAURA MILLAN  |  FRIDAY, 27 SEP 2013
... Catherine Robson from Affinity Private, Eleanor Dartnall from Dartnall Advisers, Justine Back from Back to Back Financial Planners and Dianne Charman from Jade Financial Group. AFA chief executive Brad Fox said the awards encourage more women to join ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
... and the National FPA Professional Best Practice Award. Kenny is a mentor to undergraduate students and young financial planners. Mark Milner has been awarded both the Queensland and the National FPA Associate Financial Planner (AFP) Best Practice Award. ...

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
... on education, experience and contribution to the industry. The finalists are: Justine Back of Back to Back Financial Planners (NSW), Jenny Brown of JBS Financial Strategists (VIC), Kylie Wright of Ulton Financial Planning (QLD), Mark Rando of Rando & ...

UBS Australasia head steps down

MARK SMITH  |  MONDAY, 16 SEP 2013
... As head of wholesale for Australasia he was responsible for growing business across advice dealer groups and financial planners. Prior to that, he held a similar role at BT Investment Management. A spokesperson for UBS described him as "the natural successor" ...

Insurance becomes concentrated, advisers reduce relationships

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Insurer relations with advisers are changing rapidly, with financial planners reducing the number of insurance providers and focusing on their most-used insurer for the premiums they write. A total of 56% of advisers have either stopped or reduced the ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... questions were submitted to the FPA experts through the 'Ask an Expert' website. At the same time, more than 70 financial planners volunteered to answer queries for the website and topic experts blogged on key issues relating to retirement saving, superannuation ...

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... only just starting," Radar Results principal John Birt predicted. "The accounting industry will fully embrace financial planners, taking over and merging with many financial planning practices." However, the reverse is also likely to happen, with a number ...

Could ASIC become the SMSF regulator?

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
... is not well-placed to carry out this second function. While about half of SMSF investors use ASIC-regulated financial planners, the other half do not. This means their investing activities are essentially unregulated. "There's an enormous amount of money ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 9 SEP 2013
... new portfolio holdings disclosure requirements We also take a closer look at reporting season and look at how financial planners are tapping into the 80% of the Australian population that areA yet to seek advice. You can read these articles on your iPad ...

Advisers to justify platform choice under best interest

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
Financial planners will have to justify platform choice under the best interest duty provision within the Future of Financial Advice (FoFA) regulation. The Australian Securities and Investments Commission (ASIC) has raised the issue that platform operators ...