Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 931 - 940 of 1758 results for "Financial Planners"

Life insurance consuming dormant super fund balances

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
... have active life insurance policies causing balances to dwindle through unnecessary fees, new figures show but financial planners can help. According to research house Rice Warner, just over 12 million active life insurance policies were attached to ...

Tyndall shifts gears on FI

MATT WOODINGTON  |  TUESDAY, 12 APR 2011
Financial planners should encourage clients to reconsider their view on Australian fixed interest, which represents a safe haven investment, said the head of fixed income at a $22 billion fund manager. Roger Bridges of Tyndall Investments Australia ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners are finding it harder to sell their practices this year and business values have declined, thanks to legislative uncertainty, according to industry valuation firm Radar Results. The consulting firm said requests for valuations on ...

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners can now learn behavioural skills to help them sell insurance to clients through a new training course offered by AXA. The Risk Learning Program has two main components, one that teaches advisers to discuss life, TPD and income protection ...

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
The federal government has granted an extra year to both Managed Investment Trusts (MITs) and financial planners providing tax advice to come to terms with new legislation. Bill Shorten, assistant treasurer and minister for financial services and superannuation ...

FPA scores 94pc approval

ELISE BURGESS  |  FRIDAY, 8 APR 2011
... professional association, something chief executive Mark Rantall said will build the advice industry's reputation. "Financial planners face a fluid regulatory environment and increasing attention from both government and consumers. This new strategic ...

AMP taking its time with planning business

RACHEL DAVIS  |  THURSDAY, 7 APR 2011
AMP's merger with AXA brings around 3000 financial planners under the same roof - almost double the size of its nearest competitor. Merging the two entities for maximum returns is a task AMP is not rushing into. Craig Meller, Managing Director of AMP's ...

Cavendish, Super Concepts sign with SMARTwrap

ELISE BURGESS  |  THURSDAY, 7 APR 2011
... further build its long-established relationship with Praemium. "We believe this service is an ideal way for financial planners to manage their clients self managed super funds needs," said Craig Jameson, managing director, Super Concepts. This is the ...

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
Financial planners may have to undergo a new training and assessment framework, which includes certification exams and update reviews every three years, if latest proposals from the financial services regulator go ahead. A consultation paper submitted ...

Mental health an insurance issue

ALISON BEVEGE  |  MONDAY, 4 APR 2011
Less than half of financial planners polled in a recent survey saw clients with a history of mental illness gain access to income protection insurance, AMP said today. Of the 189 financial planners who responded to the AMP Planner Protection Poll, just ...