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Showing 9431 - 9440 of 18276 results for "Plan"

ASIC acted only when claims hit "tsunami level"

LAURA MILLAN  |  MONDAY, 21 OCT 2013
A former employee of the Australian Securities and Investments Commission (ASIC) has condemned the fact that the regulator acted only when the volume of complaints "reached tsunami level." In a submission to the Senate inquiry on ASIC's performance ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
The Financial Planning Association (FPA) has confronted advisers at the annual Conference with the case of a young disabled woman who took $800,000 to a financial planner and lost it all due to bad advice. The client became disabled after a car accident ...

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH  |  FRIDAY, 18 OCT 2013
Financial Planning Association (FPA) chair Matthew Rowe has dismissed the idea of introducing a Medicare-style financial planning service, saying it would be too expensive. The idea was put to a panel of advisers and clients at the FPA Inaugural Professionals ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
The industry needs to face the fact that people trust their own financial planner, but they don't have confidence in financial planning as a general concept. The Financial Planning Standards Board (FSPB) United States chief executive Noel Maye said ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
Platinum Asset Management, together with the Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced. The scholarships will be offered through five Australian universities ...

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
Uncertainty around the grandfathering provision of the Future of Financial Advice (FoFA) regulations has made a self-license more appealing for advisers looking to leave their dealer group. "Lots of licensees have restrictions in place that might not ...

Last minute deal

BENJAMIN ONG  |  THURSDAY, 17 OCT 2013
Stop the clock! A deal has been forged in Washington! Yes Virginia, it again played out as scripted - after so much grandstanding, with both sides holding their ground and a lotta hullabaloos...an agreement was struck...at the last minute. Were it not ...

Adapt clients to slower global growth: PIMCO

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The global economy is likely to experience a period of slow growth that will last from two to five years, PIMCO head of Global Product Management David Fisher said. "Advisers need to think about ways to adapt client portfolios to a changing and different ...

Advisers should engage clients on health

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The Australian National Preventative Health Organisation (ANPHA) has thrown down the gauntlet, challenging advisers to develop ways of engaging clients on preventable health issues such as heart disease and diabetes. With at least 60% of Australian ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
Jenny Brown from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. ...