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Showing 951 - 960 of 1758 results for "Financial Planners"

Fiducian on growth path

ELISE BURGESS  |  TUESDAY, 1 MAR 2011
... of successful franchisee and financial planning referral opportunities," said the report. Further targeting financial planners, Fiducian is in the process of developing its own self -managed super fund (SMSF) administration offer, designed to compliment ...

FRM attracts $25m inflows

ELISE BURGESS  |  MONDAY, 28 FEB 2011
... what FRM offers institutions. Currently the fund has seven managers. Keary said FRM has been in talks with financial planners with the bulk of the $25 million fund sourced from Australian and NZ-based financial planners. "There is a high level of familiarity ...

FPA slams industry fund 'one track agenda'

ELISE BURGESS, ALEX DUNNIN  |  THURSDAY, 24 FEB 2011
... associated with advice industry research, which claimed the actual cost for an annual 'opt in' arrangement for financial planners was negligible and estimated to be only about one hundredth of 1 per cent of advisers' funds under advice. Dismissing the ...

ASIC rules to fix disputes faster

ELISE BURGESS  |  WEDNESDAY, 16 FEB 2011
... Australian Securities and Investments Commission (ASIC) has released new regulatory guidance that will help financial planners and insurers settle simple disputes with their clients. The guidance issued today will affect financial services licensees ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... customised portfolios and more super funds setting up their investment teams in-house. Nipping at the edges are the financial planners publishing their own DIY financial planning books and the growing number of super funds contracting IT groups such ...

ASIC retains key role as fin planning regulator: Shorten

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
... yesterday as part of an ongoing consultation assessing competencies and the scope of tax agent services that financial planners could provide under a new model. The Treasury stipulated that ASIC's role would be collaborated by the Tax Practitioners Board ...

Sunsuper launches planner scholarship

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
... Sunsuper addresses gender diversity in financial services by funding scholarships designed for budding female financial planners. The inaugural Marion Munro scholarship, established in honour of a Sunsuper financial planner who lost her life to breast ...

US reforms open doors for tax-savvy advice

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
Financial planners in the US have welcomed proposed reforms that will call to an end a government ruling that stops them from recommending certain tax strategies. The planning industry welcomed the decision of the US Senate Committee on the Judiciary ...

Treasury targets $18.8bn in lost super

ELISE BURGESS  |  MONDAY, 7 FEB 2011
... Funds of Australia (ASFA), which call for more action to be done, calling this the first step. Meanwhile, the Financial Planners Association (FPA) has supported the action, with plans to review the detail as outlined in the draft legislation and contribute ...

Fin services execs rock 'n' roll for charity

... occasions where people from across different areas of the industry including - dealer groups, fund managers, financial planners and banks - come together for a fun evening raising money for a great cause," she said. Michelle Chaperon, FICAP Committee ...