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Showing 731 - 740 of 1758 results for "Financial Planners"

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
Financial planners must expand their skill set to offer advice on linking self managed superannuation funds (SMSFs) to other business structures SMSF Professionals' Association of Australia (SPAA) membership and business development director Richard ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... caters for a range of assets - measures Perpetual says are essential prerequisites for HNW clients. Ultimately, financial planners have to do their own due diligence to look at the upfront and ongoing costs of being on-platform, off-platform or offer ...

CFS appoints new general manager

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
... development and implementation of the growth strategy for CFS clients, through both aligned and independent financial planners," a CFS spokesperson told Financial Standard. In other changes, Scott Durbin, who was the acting general manager, marketing ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
... deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial advice are exempt from TASA 2009. However the deferral arrangement for planners is ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... launch of the 'Ask an Expert' initiative, which includes a platform for consumers to ask questions to qualified financial planners through the website or on Twitter using the hashtag 'AskanExpert'. "Ask an Expert is a great success story originally set ...

AFA launches initiative to connect women in advice

LAURA MILLAN  |  MONDAY, 25 MAR 2013
... across the full spectrum of the financial advice industry. The 'Inspire' initiative is addressed not only at financial planners but at paraplanners, support staff and all women involved in bringing financial advice to Australian consumers. The program ...

ASIC bans another insurance broker

MARK SMITH  |  FRIDAY, 22 MAR 2013
Financial planners and industry professionals were sent another clear message today that unscrupulous practitioners will face the full force of the regulator with the Australian Securities and Investments Commission (ASIC) permanently banning a Sydney ...

FPA reiterates need for professional qualifications

MARK SMITH  |  THURSDAY, 21 MAR 2013
The Financial Planning Association (FPA) is reminding financial planners through a new marketing campaign that from 1 July 2013 it will be mandatory to hold an approved degree to become a member of the professional association. The advertising campaign ...

Govt moves to enshrine 'financial adviser' label

ALICE URIBE  |  WEDNESDAY, 20 MAR 2013
... the bar and standard a little higher". However Randall said that the bill "was a good first step" Currently, financial planners must sign a Professional Code of Conduct and ethics; have a diploma qualification; and one year's work experience to become ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
... Australian master trust and wrap platforms continue to evolve in offering the right products and solutions to financial planners." Peker added that with FoFA requirements now clearer, the focus is turning to improving planners' business efficiency and ...