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Showing 921 - 930 of 2303 results for "Financial Planner"

Professional planners don't accept commissions: FPA

ALEX DUNNIN  |  WEDNESDAY, 19 MAR 2014
... question: are you receiving commissions? Are you a member of the Financial Planning Association? Are you a certified financial planner?"

BT arms planners with tablets to improve advice

HARRY PAGE  |  THURSDAY, 13 MAR 2014
BT Financial Group will release almost 1,000 tablets to bank financial planners and planner assistants working at Westpac, St.George, Bank of Melbourne and BankSA. The tablets will have a digital version of the group's 'Your World' tool which was designed ...

Vale Gwen Fletcher

JULIE BENNETT  |  MONDAY, 3 MAR 2014
Australia's First Lady of Financial Planning, Gwen Fletcher passed away peacefully in a Sydney nursing home on Friday 28 February. Gwen played a vital role in extending the financial planning profession beyond America's shores to Australia. It was also ...

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
Melbourne-based advice group and former financial services division of Crowe Horwath First Financial has joined BT Select. First Financial was established in 2013 following a 50% joint venture with Crowe Horwath. First Financial has $1.1 billion in ...

GenYs shy away from independent, professional advice

LAURA MILLAN  |  MONDAY, 24 FEB 2014
Young Australians rely mostly on family, friends and banks for financial advice, while accountants and financial advisers are out of favour, RaboDirect research has found. The 2013 RaboDirect National Savings & Debt Barometer (NSDB) found that 36% of ...

ASIC: no plans for SMSF balance threshold

ALICE URIBE  |  FRIDAY, 21 FEB 2014
The Australian Securities and Investments Commission (ASIC) has no plans to prevent financial planners from providing advice for self-managed superannuation funds with balances under $100,000. Speaking at the 2014 SPAA SMSF National Conference in Brisbane ...

FPA foundation appoints board members

LAURA MILLAN  |  THURSDAY, 20 FEB 2014
The Financial Planning Association (FPA) foundation, Future2, has appointed two directors to its board. FPA chief executive Mark Rantall and ipac chief executive Patrick Canion were appointed to the board chaired by AMP executive director of financial ...

FPA puts TASA back in the agenda

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
The Financial Planning Association (FPA) is putting the Tax Agent Services Act (TASA) 2009 back on the advisers' agenda ahead of the implementation in July 1, 2014. The association has put together four webinars and a toolkit campaign that aim to educate ...

Planners not meeting SMSF trustee demands

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... planners offer. One focus group participant and SMSF trustee said: "I come to the table here having been burnt by a financial planner. And the only way to get me back there is to offer a try before you buy. Literally even do it on a model portfolio." ...

Not-for-profit investors value non-alignment: Hamilton

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
Non-aligned financial planners and wealth managers can use their independence as a selling point with not-for-profit foundations, according to Will Hamilton, chief executive of Hamilton Wealth Management. Hamilton Wealth Management recently won its ...