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Showing 961 - 970 of 1758 results for "Financial Planners"

NAB FP to increase planner nums 20 pc

ELISE BURGESS  |  THURSDAY, 3 FEB 2011
NAB Financial Planning (NAB FP) is set to add 100 financial planners by September as it builds out its business focus to target small and emerging business customers. The financial planning group is training a large number of its planners on advanced ...

ASIC strikes $67.45m in Westpoint settlement

MATT WOODINGTON  |  WEDNESDAY, 2 FEB 2011
... This total includes the $25.5 million from ASIC's previous actions against State Trustees Limited and various financial planners, the anticipated $56 million extracted from the liquidation process and a further $22.5 million from Westpoint subsidiaries ...

ASIC outlines philosophy behind policy framework

ALEX DUNNIN  |  TUESDAY, 1 FEB 2011
Financial planners who continue to think holistic advice is the default advice model are holding themselves back from seizing emerging opportunities, an ASIC report said. Early in January, ASIC released their Access to Financial Advice report that outlined ...

Hillross awards top adviser

ELISE BURGESS  |  FRIDAY, 21 JAN 2011
... represented by Lee Virgin, ADL Macarthur Financial Planning, represented by Peter Nonnemacher, NSW Net Worth Financial Planners, represented by Tim Gray, NSW Woodward Nhill, Principal Peter Gersch, VIC AMP-owned Hillross has about 300 advisers operating ...

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
Financial planners and their clients may be missing out on the 'wealth builder' signal, according to one financial planner, who recommends a three-pronged strategy to accumulate wealth. According to HLB Mann Judd wealth management partner Jonathan Philpot ...

Busy year ahead for industry groups

ELISE BURGESS  |  MONDAY, 17 JAN 2011
Industry associations representing financial planners and self-managed super fund professionals have mapped out a schedule this year targeted at stronger consumer-centric advice campaigns and a bigger voice in Canberra. The Financial Planning Association ...

Insurer members adopt FSC flood model

ELISE BURGESS  |  MONDAY, 17 JAN 2011
The Financial Services Council (FSC) has released a model for assisting dealer groups and financial planners affected by the QLD flood crisis - and the same model is being adopted by its insurer members. FSC members are currently paying, in advance ...

Fin services firms rally to aid Queensland

RUTH LIEW  |  MONDAY, 17 JAN 2011
... Suncorp Financial Planning said it is too early to comment on what impact the floods will have on Suncorp Life's financial planners. On a national level, members of the Financial Planning Association of Australia (FPA) are offering free financial advice ...

ASIC clears up online disclosure rules

ELISE BURGESS  |  WEDNESDAY, 15 DEC 2010
... disclosures (RG221), ASIC discusses online disclosure provisions under the Corporations Act and what documentation financial planners and other providers can legally send electronically. This means that financial planners are able to send out a statement ...

Fiducian updates FORCe software

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
... changes, and declines in income or equity in the home. "We cannot underestimate the responsibility it imposes on financial planners, particularly in a fiduciary capacity," said Alan Dunne, head of Fiducian IT, who said that a Storm-like event might be ...