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Showing 841 - 850 of 1758 results for "Financial Planners"

Australian bullion exchange to launch

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
... direct membership while retail will work through an allocated broker "We are getting interest from suburban financial planners all the way to the large institutional bankers," said Coughlin, adding that the ABX has gained traction as a credible portfolio ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
... planner opinions on the handling of reforms. The Midwinter 2011 Dealer Group Survey, which surveyed over 450 financial planners from over 70 licensees, found the majority of respondents (69.5%) were pleased with their dealer group's handling of the Future ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
... discussions, a process that some believe may take up to two years. The tougher fiduciary rule was set to be imposed on financial planners and brokers alike, in a bid to ensure intermediaries put investor interests above their own and provided conflict ...

ISN submission targets advice requirement

ELISE BURGESS  |  TUESDAY, 20 SEP 2011
... inconceivable that the current regulatory gap, which means clients receive no ongoing disclosure of fees from financial planners, would not be rectified." ISN also reaffirmed its opposition to the deduction of any asset based or ongoing fee for financial ...

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
Single issue Statements of Advice should not be consuming so much time for financial planners and dealer groups, according to an advisory technology expert. A key thought-shift in technology allows advisers to create all the information needed in the ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
The Investment Trends 2011 Planner Technology Report, which surveyed over 1,396 financial planners in July this year, found an overall improvement in satisfaction with planning software with 52% rating their software 'good' or 'very good'. Financial ...

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
AMP and independent financial planners were warned to stop ignoring the wealth of referral and business expansion opportunities estate planning presents to the industry and instead embrace this market, in an industry address this morning. The AMP Estate ...

Retail super fund commissions revealed

MATT WOODINGTON  |  TUESDAY, 6 SEP 2011
... accounts from 1 July 2015." The research also suggests that around $1.9 billion has been paid in commissions to financial planners on employees' compulsory super contributions between 2008 and 2010. "The MySuper reforms are intended to address workplace ...

BT Future2 Wheel Classic hits the road

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
... part of cyclists," said Griffin. "This is our way of giving back to the community - and we're appealing to financial planners, colleagues and friends all to dip into their pockets to support the effort." In the form of grants from Future2 to community ...

FOFA levels playing field: ANZ Wealth

ELISE BURGESS  |  MONDAY, 5 SEP 2011
... the ideal setting to move financial planning as a profession and help planners compete, believes Barrett. "Financial planners are going to have the same ability to provide sensible scaled advice to consumers as super funds. That is a sensible thing to ...