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Showing 791 - 800 of 1758 results for "Financial Planners"

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
A new plaform for financial planners has been launched with the aim of making it easier to engage with clients, over the internet as well as face to face. The Astute Wealth Advice - Client Engagement Platform, is an online program that aims to both ...

Advisers use of ETFs on the rise

LINDA HAUSKEN  |  THURSDAY, 17 MAY 2012
... "Growth in ETF use among advisers is encouraging and we expect this trend to continue as fees pressure mount." Financial planners are also continuing to adopt ETFs as an investment vehicle to assist in reducing fees in client portfolios, according to ...

Midwinter empowers adviser software

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
... Reasonable Basis advice modelling software, allowing advisers to alter tax settings. "It is a difficult time for financial planners due to the large amount of uncertainty surrounding announced legislation," said Julian Plummer, managing director, Midwinter. ...

Capital protected products under pressure: research

LINDA HAUSKEN  |  MONDAY, 14 MAY 2012
... products. "This is largely consistent with the findings in our financial planner research, in which 79% of financial planners said they intend to recommend capital protected products to protect clients against a market downturn," said Investment Trends ...

Research houses to step up transparency

BEN COLLINS  |  MONDAY, 14 MAY 2012
... research houses, in order to improve outcomes for investors by strengthening expectations for quality research. "Financial planners and others who rely on research should have standing to bring quality complaints against research houses where they have ...

FPA calls for improved education on advice

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
... school curriculum." Rantall said he thinks it's important and that we need to get to that stage, adding that financial planners also have got a big role to play in the continuing education of consumers. "We as organisations need to participate in trying ...

Social media creating advice connections

BEN COLLINS  |  FRIDAY, 4 MAY 2012
... industries that are just as complex as ours that are using social media really well," he said. "There are some financial planners who have been really active [on social media] for years." Zurich Financial Services has a clearly defined social media policy ...

Clarity needed for FOFA opt-in exemption

RACHEL DAVIS  |  FRIDAY, 4 MAY 2012
The recent announcement that financial planners operating under codes of conduct approved by ASIC will be exempt from opt-in requirements has created further confusion in an already uncertain environment, according to Minter Ellison. Advisers who choose ...

ASIC warns industry about misusing term independent

LINDA HAUSKEN  |  THURSDAY, 3 MAY 2012
... project, Australian Securities and Investments Commission (ASIC) found 21 instances of insurance brokers and financial planners making statements about the independence of the licensee or the services they provide in breach of the Corporations Act. AFS ...

FPA calls on ASIC for clearer advice definitions

LINDA HAUSKEN  |  WEDNESDAY, 2 MAY 2012
... Investments Commission for greater clarity and definitions of quality advice. Approximately 150 practising financial planners, along with licensees and compliance, legal and training professionals attended the Financial Planning Association's (FPA) first ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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