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

Search Results

Showing 971 - 980 of 1758 results for "Financial Planners"

Green light for Milton merger

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
... shareholders with plans for the merged company to occupy a strong place in the financial services industry, including financial planners. "We were hopeful that from this merger we will become more relevant to a number of parties," said Frank Gooch, Milton ...

Insurance platforms highly preferred: report

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... only one that's done it so far is Colonial First Choice, which offer Asteron and CommInsure. Approximately 800 financial planners took part in the survey report.

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
... provides advice on super, pension-payments, debt repayment strategies and non-super investments. It employs 15 financial planners, in addition to paraplanners and client service managers. The advisers operate on no-commissions, fee-for-service basis ...

ASIC slaps tough penance for fin services misconduct

ELISE BURGESS  |  FRIDAY, 3 DEC 2010
... broking community, financial planning associations are actively running campaigns to promote the industry and financial planners.

Planners select HUB24

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
... Management Ltd, Q1 Wealth, HNW Planning, Harts Financial Group and Roxburgh Securities, will now have their financial planners use portfolio management and support from HUB24. "Furthermore, it is also the first platform to release an Apple-approved iPhone ...

Shorten to tighten tax agent rules for planners

MEDIA RELEASE  |  MONDAY, 29 NOV 2010
The government is looking to improve the regulation of financial planners who offer tax agent services, following the release of an options paper today. In a media statement, assistant treasurer and minister for superannuation, Bill Shorten, said financial ...

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... their clients and the financial planning profession. "All entries we received were great case studies on how financial planners provide true value for their advice as well as peace of mind," he said. This year's awards judges were Julie Berry, Marisa ...

FPA launches new strategy, brand

JOHN MCDULING  |  THURSDAY, 25 NOV 2010
... association proposed that membership be restricted to Certified Financial Planning (CFP) professionals and Associate Financial Planners, and that the principal member category be discontinued. "The FPA has long believed that the RG146 is inadequate as ...

Tyndall names head of retail

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
... key account manager. "He knows our business inside out, and has an excellent understanding of the needs of financial planners and intermediaries," said Craig Hobart, managing director of Tyndall. Former roles include NSW business development manager ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... managing director Elixir Consulting. "They [advisers] love the fact that our approach is designed specifically for financial planners; we can assist them with the technical as well as the emotional aspects of pricing their services - providing the science ...