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Showing 681 - 690 of 1758 results for "Financial Planners"

Advisers' "bickering" looks unprofessional

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
... help improve the public perception that people have about advisers," he said. He argued that "self-employed financial planners tend to criticise planners that work for superannuation funds or banking institutions." "It would improve professionalism if ...

Wickham Securities chairman banned for two years

LAURA MILLAN  |  WEDNESDAY, 4 SEP 2013
... after he declared himself bankrupt. ASIC is still investigating Sherwin and the collapse of Wickham, Sherwin Financial Planners and related entities. On May 1, 2013 Mr Sherwin filed for bankruptcy and Official Trustees were appointed as his trustee in ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
Managed discretionary accounts (MDA) could be a key area for financial planners wanting to add value to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
... its focus between two areas. The first is the Horizons program - an academy for qualified but inexperienced financial planners that has been running for five years. The second area for growth is external planners. A dedicated team of recruitment specialists ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... that they were ready to administer fee disclosure statements. The study is based on an online survey of 1,141 financial planners concluded in May 2013.

Super funds need to clarify DisabilityCare to members

LAURA MILLAN  |  WEDNESDAY, 14 AUG 2013
... of Superannuation Trustees (AIST) senior policy adviser Karen Volpato told Financial Standard that funds and financial planners have started to receive questions from members about cancelling their current cover. Volpato said that the confusion arises ...

Future2 becomes FPA charitable foundation

LAURA MILLAN  |  THURSDAY, 8 AUG 2013
... is building a professional community at the centre of which is the notion of 'giving back'," he explained. "Financial planners will gain widespread respect and trust by acting in the public interest in all that they do - community service as well as ...

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... self-managed superannuation funds (SMSF), and added that they are keen on establishing referral relations with financial planners. NTAA Advice Member Advocate Phillip Osborne told Financial Standard that "in two or three years, financial advisers and ...

ASIC admits Commonwealth FP investigation was "not adequate"

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... Committee (PJC) that is investigating the regulator for having reacted late to whistleblower alerts that some financial planners at CBA were not providing proper advice to their clients. "ASIC considers that its communication with the whistleblowers ...

Industry applauds ISN-FSC union

JAMES FERNYHOUGH  |  MONDAY, 5 AUG 2013
... amongst all interested parties, from the larger funds that they represent through to smaller funds, SMSFs, financial planners, actuaries, investment consultants and many more." Currently, ASFA fills the role of impartial super industry body. But now ...