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Showing 851 - 860 of 1758 results for "Financial Planners"

Behaviour key to increased insurance sales

MATT WOODINGTON  |  FRIDAY, 2 SEP 2011
Behavioural investing can help financial planners increase insurance take up in Australia, as well as improving the reputation of the industry, according to MetLife senior vice president, Joe Jordan. With fierce debate surrounding commissions on life ...

Mercer plans for post FOFA advice dominance

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... funds and changing the way they operate. "We have experts in risk profiling tools that we are modifying for financial planners, including that could stress test a financial plan," Long told Financial Standard. This tool will assess a financial plan for ...

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
Members of the Financial Planners Association will today have access to the, yet to be released, TV advertising campaign so they can see it before it goes live on September 18. The package, produced by advertising agency Banjo, compares financial planners ...

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
... Sydney and in Perth for a total cost of nearly $1 million," a company statement said. Fiducian has salaried financial planners in Sydney, Melbourne, Brisbane and Tasmania and plans to buy further client bases to be served in those areas. Other plans ...

FOFA divides on commission

ELISE BURGESS  |  MONDAY, 29 AUG 2011
... planner, with ISN estimating three million Australians currently pay ongoing advice fees and commissions to financial planners for advice they are not receiving. The Australian Institute of Superannuation Trustees (AIST), chief executive, Fiona Reynolds ...

Industry body applauds move to define financial planners

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
... the term financial planner in law, which is very significant," said Mark Rantall, chief executive officer, Financial Planners Association. "We believe that provides an added consumer safeguard to ensure that when Australians are dealing with a financial ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report asked 1,394 financial planners across Australia to rank financial planning software market. The results found Midwinter topped its competitors across ten ...

Time-based and opt-in preferred: MSI survey

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
Financial planners need to work on a time-based fees system if they want to make their business clients happy with opt-in also pegged as a "good idea", according to the MSI Global Alliance August survey. The survey, of around 570 Australian business ...

Super fund to give financial advice with technology

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
... Centre team has a staff count of 20 to deal with very basic fund advice for members. Most are not qualified financial planners but have done their RG146 and are studying for their diploma of financial planning, Licheri said. The Super Advice Team is ...

FS Advice launched

RACHEL DAVIS  |  WEDNESDAY, 17 AUG 2011
... publications available, but the driving philosophy behind it remains the same. FS Advice is a quarterly journal for financial planners who want an easy and collectable reference of industry white papers, covering a wide range of topics. Since the Journal ...