Compensation Survey an Important Benchmark in Employee Retention Efforts
- Highly Paid Planners Cost Less On Unit Basis. Bell, Allison // National Underwriter / Life & Health Financial Services;10/2/2000, Vol. 104 Issue 40, p20
States that financial planning firms in the United States tend to get what they pay for when they hire planners, according to a study by Moss Adams L.L.P. Details on the findings of the study; Difference between the productivity of financial planners hired by high-profit firms and those that...
- Para troupers. Cann, Nick // Money Marketing;12/16/2010, p24
In this article the author discusses the role of paraplanners on financial planning businesses.
- ISN attacks FPA insurance commissions stance. Beaman, Lucinda // Money Management;3/25/2010, Vol. 24 Issue 10, p5
The article reports on the move of the Industry Super Network (ISN) in attacking the statement on the retention of insurance commissions of the Financial Planning Association (FPA) in Australia as proof that the financial advice industry cannot self-regulate against conflicts of interest.
- Financial planners perform well in a crunch. Kennedy, Chris // Money Management;2/11/2010, Vol. 24 Issue 4, p8
The article presents research findings on the positive performance of financial planners in the financial planning industry in Australia, as depicted in the "Future Ready IV" report that showed positive client retention and profitability in the industry despite crisis.
- CPD QUIZ. // Money Management;5/2/2013, Vol. 27 Issue 16, p26
A quiz concerning financial planners and the financial planning industry is presented.
- The Human Touch in Action. Green, James J. // Investment Advisor;Sep2012, p136
An introduction to the journal is presented in which the editor discusses the financial planning industry.
- CPD Quiz. // Money Management;6/7/2012, Vol. 26 Issue 21, p26
A quiz concerning the financial planning industry in Australia is presented.
- Planners face new rules on tax advice. Taylor, Mike // Money Management;2/17/2011, Vol. 25 Issue 5, p5
No abstract available.
- Wayward trailing commissions. Taylor, Mike // Money Management;9/22/2011, Vol. 25 Issue 36, p2
The article reports on the opt-in approach of the government of Canberra, Australian Capital Territory (ACT), which is a difficult task to end the trailing commissions of the financial planning industry and imposes undue costs on financial planners with no trailing exposures.