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Showing 8261 - 8270 of 9822 results for "Advisers"

Planning firm to drop commission-based insurance advice

MICHELLE BALTAZAR  |  WEDNESDAY, 7 APR 2010
... while moving towards fee-for-service on superannuation and investments advice. But under the Godfrey Pembroke model, advisers can incorporate the charge for insurance advice within their total advice fee. "Within the advice fee is your charge for all ...

Matrix adds regional practice

COMPANY RELEASE  |  TUESDAY, 6 APR 2010
... our business," said Parr. Matrix is looking to attract a further 10 practices nation-wide and grow to approximately 120 advisers.

Advisers to gain political insight

PRESS RELEASE  |  TUESDAY, 6 APR 2010
... services and the planning industry on 18 May also in Sydney. Richard Klipin, chief executive at the Association of Financial Advisers (AFA), said it's important that advisers hear the policy positions from both major political parties given it's an election ...

Infocus plans further expansion

RUTH LIEW  |  THURSDAY, 1 APR 2010
... transparent fees, that is the question clients will ask, and for financial planning businesses to prosper into the future, advisers need to clearly articulate the answer to this question," he said. Infocus also recently embedded a Midwinder optimisation ...

Bad news on Good Friday

BENJAMIN ONG  |  THURSDAY, 1 APR 2010
... closed lower overnight as economic data releases pointed to a bad employment number on Good Friday. The ADP/Macroeconomic Advisers private employment report fell by 23,000 in March. This is a bad sign. Bad! Because markets expected a 40,000 increase. ...

UK bans commission payments from products

MICHAEL HOBBS  |  TUESDAY, 30 MAR 2010
In a seminal move, the Financial Services Authority (FSA) has banned financial advisers from accepting commissions for recommending a product from 2012. The FSA also ruled that financial advice firms must be upfront about how much they charge for their ...

Can an outsider transform ipac financial planning?

MICHELLE BALTAZAR  |  TUESDAY, 30 MAR 2010
Can a top travel executive help lead a $5.5 billion financial planning business? That's the question advisers asked when financial planning group ipac appointed former American Express executive, Libby Roy, as the new head of its advice arm. Roy will ...

TOWER hires sales manager

PRESS RELEASE  |  TUESDAY, 30 MAR 2010
... Victoria and Tasmania. "TOWER will continue to expand this team to provide an even better service experience for local advisers and dealer groups," he said. This appointment comes after TOWER recruited Brett Smith as its Victoria/Tasmania state underwriting ...

Asgard spends big on platform upgrades

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
... Wilson, head of Asgard, said the changes were designed to reflect the changing regulatory environment and prepare financial advisers for the FPA and IFSA's remuneration policies. Around 5,300 financial advisers use the Asgard platforms. "This review ...

New credit ratings agency in town

COMPANY RELEASE  |  FRIDAY, 26 MAR 2010
... separate Government entities Australia-wide. Its ratings division employs specialist chartered accountants as analysts and advisers.