Article: Fed: Financial planners offering poor service: Report

Article: AUSTRALIAN FINANCIAL PLANNERS NEED TO IMPROVE: REPORT.
AsiaPulse News;  February 11, 2003 ;     524 words ......Australia's financial planners are failing...according to a report from Australia...poor . The report said many financial planners failed to provide...properly, the report said. It also said many financial planners would not comply...

Article: STATE MAY REGISTER FINANCIAL PLANNERS
The Journal Record;  July 30, 1987 ;     700+ words ...Financial planners who are not regulated...is cracking down on financial planners to find those who are...effort coincided with a report completed by the Consumer...registration of all financial planners, which falls in line...however some types of financial ...

Article: Checking Up on Financial Planners
The Washington Post;  January 26, 2006 ;     700+ words ......consumers are hiring financial planners to show them what...advice? Consumer Reports found there are...retained by Consumer Reports to review the...s program for financial planners. He has also served...the Certified Financial Planners Board of Standards...can. Consumer ...

Article: Fed: Shonky financial planners could face charges, govt says
AAP General News (Australia);  February 11, 2003 ;     140 words ......says shonky financial planners exposed in a new report could face disciplinary...responding to a report exposing what...performances by financial planners. The parliamentary...March. Today's report says financial planners have ignored...

Article: Fed: Financial planners forced to take indemnity insurance
AAP General News (Australia);  November 6, 2006 ;     245 words ......News (Australia) 11-06-2006 Fed: Financial planners forced to take indemnity insurance SYDNEY, Nov 6 AAP - Financial planners will need professional indemnity...require tens of thousands of financial planners, advisers and other financial...The Australian Financial ...

Article: AUSTRALIAN FINANCIAL PLANNERS DOWNPLAY NEGATIVE PUBLICITY.
AsiaPulse News;  September 7, 2006 ;     496 words ......biggest network of financial planners has described recent...media criticism of financial planners was unfair, and focused...recent treatment of financial planners is pretty much a...AWM, which today reported a healthy boost in...Bridges dealer group. Financial ...

Article: 29% OF AUSTRALIAN FINANCIAL PLANNERS WON'T FIX PROBLEMS: SURVEY.
AsiaPulse News;  March 11, 2003 ;     327 words ......evidence of how financial planners ignored their...publicised report, and a backlash...ASIC/ASA report found many...requires all financial planners to assert...ASIC/ACA report which branded financial planners as commission...

Article: Women Are Financial Advisors And Customers.(female financial planners actively sought by companies)(Brief Article)
Marketing to Women: Addressing Women and Women's Sensibilitiess;  August 1, 2001 ;     146 words ......the demand for female financial planners is increasing, reports Business Week. The number of female certified financial planners has grown in the past...advisors. While many financial planners disagree with the idea...Open Field for Female Financial Planners, by ...

Article: Association aims to raise industry standards: a new organisation--the SMSF Professionals' Association (SPA)--has been formed to support and help educate financial planners as they tackle the minefield of legislative changes surrounding self-managed superannuation funds. (News).
Australian Banking & Finance;  March 17, 2003 ;     584 words ......promote education for financial planners and other SMSF professionals...vital, services to financial, planners at a time when the...investigation criticised financial planners for too often putting...penalties in place for financial planners and other SMSF ...

Article: Research and Markets Adds Report on What Financial Planners Need to Know About Social Networking.
Entertainment Close-up;  June 19, 2009 ;     358 words ......addition of the What Financial Planners Need to Know About...Land New Clients report to its offerings...Markets noted that report highlights include: In What Financial Planners Need to Know About Social Networking, this report examines how Twitter...asked the most by ...

Article: Strong Loyalty to Financial Planners: Individual advisor is the key.(Brief article)
The Practical Accountant;  October 1, 2006 ;     188 words ...In a new report from the Spectrem Group...being very loyal to their financial planners but overwhelmingly, these...firm itself. In fact, the report says that individuals who use financial planners have stronger loyalty...it a step further, the report points out that more ...

Article: Strong Loyalty to Financial Planners: Individual advisor is the key.
Accounting Technology;  October 1, 2006 ;     188 words ...In a new report from the Spectrem Group...being very loyal to their financial planners but overwhelmingly, these...firm itself. In fact, the report says that individuals who use financial planners have stronger loyalty...it a step further, the report points out that more ...

Article: Raising the bar for personal financial planners
New Straits Times;  August 19, 2006 ;     314 words ......08-19-2006 Raising the bar for personal financial planners Edition: Main/Lifestyle Section: Business...will set the bar for sizing up personal financial planners. The standard will raise service levels...The ISO 2222 requirements for personal financial planners codify best practice ...

Article: What to expect from a financial planner: you may get useful advice or a sales pitch, or both. (includes related article on the different categories of financial planners)
Kiplinger's Personal Finance Magazine;  August 1, 1994 ;     700+ words ......you could turn to for advice? Consider how financial planners have helped in situations such as these...president of the Institute of Certified Financial Planners. I'm the one to tell them, |You need to...for a planner, shake off any notion that financial planners' raison d'etre is ...