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Showing 881 - 890 of 2303 results for "Financial Planner"

MetLife head of retirement products departs

JAMES FERNYHOUGH  |  THURSDAY, 19 JUN 2014
MetLife's head of retirement products Ashvin Arora has left MetLife after the retirement product he designed, MetLife Max, was discontinued after just two months. MetLife confirmed that Arora had left, but gave no reason for his sudden departure. A ...

AMP axes regional head of advice roles

LAURA MILLAN  |  WEDNESDAY, 18 JUN 2014
The ongoing restructure at AMP has resulted in at least two regional heads of financial planning leaving the group. AMP head of financial planning in Queensland and North New South Wales Bill Justo left as part of the streamlining of the group's top ...

FoFA changes designed to protect big players: opposition

LAURA MILLAN  |  TUESDAY, 17 JUN 2014
Labor, the Greens and Industry Super Australia (ISA) strongly opposed amendments to the Future of Financial Advice (FoFA) legislation on the grounds that changes "seem designed to protect the profits of larger financial services companies." Both Labor ...

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
Commonwealth Bank-owned Financial Wisdom will face a class action started by Shine Lawyers for inappropriate investment advice to more than 3,000 clients. Shine Lawyers confirmed to Financial Standard that the law firm is now collecting evidence to ...

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
As I count down to the final hours before the weekend, my mind is already racing to next Wednesday, when we host our annual forum and awards for sales and marketing professionals in financial services (a.k.a. MAX). MAX is inspired by TED, the widely-lauded ...

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
... trends" and to avoid being "locked in to familiarity." During the roadshow, the FPA revealed that certified financial planner (CFP) Carl Richards will be speaking to advisers during the association's annual congress in November.

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
Over 55s now account for two-thirds of all financial planning clients, and four out of every five dollars under advice, the latest report from researcher Investment Trends shows. An aging population and generational wealth differences have made retirees ...

FPA reveals 10 point plan to improve advice

LAURA MILLAN  |  FRIDAY, 23 MAY 2014
... outlines the FPA's position in several policy matters regarding financial advice, including enshrining the term financial planner in the Corporations Act. The organisation proposes that the law requires any adviser to be a member of a professional body ...

Intra-fund advice is also a commission: FSC

LAURA MILLAN  |  FRIDAY, 23 MAY 2014
The Financial Services Council (FSC) said that asking for a ban of commissions on general advice is "hypocritical" when intra fund advice itself is "non-transparent." FSC policy and global markets director Andrew Bragg and senior policy manager Cecilia ...

FPA and AFA unite: stop commissions on general advice

LAURA MILLAN  |  THURSDAY, 22 MAY 2014
The two advice bodies have asked for a complete removal of commissions on general advice during their appearance at the Senate hearing about the Future of Financial Advice (FoFA). The Association of Financial Advisers (AFA) and the Financial Planning ...