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Showing 951 - 960 of 2303 results for "Financial Planner"

SPAA defends status quo on SMSF regulation

JAMES FERNYHOUGH  |  TUESDAY, 10 DEC 2013
... are out of their depth, Slattery made several points. While approximately half of SMSF trustees do not use a financial planner, she said almost all use an accountant, an auditor and a stockbroker. She also said most SMSF trustees were well-qualified ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
Financial planners are at risk of losing their current clients and are failing to see that, contrary to general perceptions, advice seekers are likely to be female, baby boomers and from less wealthy segments. About a third of advised Australians are ...

Retail funds top super rankings survey

JAMES FERNYHOUGH  |  FRIDAY, 6 DEC 2013
Roy Morgan has released research in which it gives 20 superannuation funds a "consumer brand ranking", using the affluence of members as a central criterion for the fund's overall ranking. Retail funds heavily dominate the top ten, with CBA, Mercer ...

Grant Samuel expands to Brisbane

STAFF WRITER  |  WEDNESDAY, 4 DEC 2013
... Grant Samuel Damien McIntyre said. "Queensland is estimated to represent 20 per cent of the retail market for financial planner/dealer groups and we felt it required a dedicated business development manager." Taylor will be responsible for developing ...

FPA expects TASA to require "massive" efforts

LAURA MILLAN  |  WEDNESDAY, 4 DEC 2013
The Financial Planning Association (FPA) expects the advice industry and the Tax Practitioners Board (TPB) to go through "a massive matching process" to determine competency requirements for advisers under the Tax Agent Services Act (TASA). FPA chief ...

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
... good will looks like," he said. "If they've seen enough, they'll know that they contain certain things. A good financial planner actually keeps track of wills and powers of attorneys and they'll talk to the clients about it." He reminded advisers that ...

CBA follows ASIC's lead in Senate submission

LAURA MILLAN  |  MONDAY, 18 NOV 2013
... planning unit (CFP) that prompted the inquiry in mid-2013. "CFP advocates for the introduction in Australia of a financial planner passport scheme similar to the one operating in the United States, to be administered by ASIC and funded by industry," ...

Advisers leave China and turn to US growth

LAURA MILLAN  |  FRIDAY, 15 NOV 2013
US strength is piquing Australian investor interest in global equities, with financial advisers encouraging clients to reduce exposure to China and turn to US assets. The allocation of new client investments to international assets jumped 5% to 31% ...

Asteron encourages advisers to go digital

LAURA MILLAN  |  THURSDAY, 14 NOV 2013
Asteron Life is encouraging its advisers to go digital by offering an extra 10% commission in the first year to financial planners who write new business using the online application process. The offer, called '2 for 10', is applicable for advisers ...

Montgomery nabs BlackRock exec as head of Distribution

LAURA MILLAN  |  THURSDAY, 14 NOV 2013
Montgomery Investment Management has appointed former BlackRock managing director and head of Retail as head of Distribution. Scott Phillips will head the distribution of the manager's retail fund, The Montgomery Fund. Phillips has twelve years' experience ...