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Showing 851 - 860 of 2303 results for "Financial Planner"

Advice register talks focus on financial advice scope

LAURA MILLAN  |  MONDAY, 4 AUG 2014
At its first meeting last week, the government's industry committee on the proposed register of advisers focused what kind of financial advisers should be included. The advice register working group met last Thursday and will meet again before mid-August ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... advisers being at its highest since the global financial crisis (GFC). The overall proportion of SMSFs using a financial planner stopped its six-year decline and stabilised over the last year with 41% using one in the last 12 months, according to the ...

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... people being able to do a minimum RG146 as minimal as a two week course and $2,000 and behold themselves out as a financial planner. That's just not acceptable when you're dealing with people's livelihood. He noted that none of these measures work in ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their ...

CBA whistleblower casts doubts over compensation scheme

LAURA MILLAN  |  THURSDAY, 24 JUL 2014
Former Commonwealth Bank (CBA) planner and whistleblower Jeff Morris has expressed concern over a number of aspects of the bank's Open Advice Review program to compensate victims of bad advice. The adviser, who blew the whistle on cases of advice misconduct ...

Cbus and FPA sign adviser referral deal

LAURA MILLAN  |  WEDNESDAY, 23 JUL 2014
Industry super fund Cbus members will have access to Financial Planning Association (FPA) certified financial planners after the two organisations joined together to launch a referral program. The national referral program which is scheduled to start ...

SMSF service industry comes of age: Survey

MARK SMITH  |  TUESDAY, 22 JUL 2014
A newly published survey of the self-managed super fund (SMSF) sector reveals a large, flourishing and enormously diverse industry, with no single business model dominating. Jointly published by the SMSF Professionals' Association of Australia (SPAA) ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
BT Financial Group chief executive Brad Cooper said raising adviser education standards is not enough and demanded that consumers be able to get full access to information about all Australia's financial planners. "Education is critical but assessed ...

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
Users of the AdviserLogic platform will have access to Zurich Financial Services' daily data feed service as a result of a partnership between the two companies. The service automatically updates client and policy information to the financial planning ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... association by June 30, 2015, and existing senior financial planners will be required to obtain the Certified Financial Planner certification with the Financial Planning Association (FPA). Starting from Friday last week, all new CBA advisers, direct ...