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| | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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