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Showing 991 - 1000 of 1758 results for "Financial Planners"

ANZ posts $5bn profit

ELISE BURGESS  |  THURSDAY, 28 OCT 2010
... its wealth management and life insurance sectors and made it a $45 billion fund manager with more than 1,700 financial planners. In the wealth management division, ANZ's profit from its funds management and insurance businesses doubled to $314 million ...

Australians willing to pay just $300 for advice

RUTH LIEW  |  TUESDAY, 26 OCT 2010
... subsequent visits, based on a study of 1,100 investors and 1,300 advisers. The price is a far cry from what financial planners say is the break-even cost ($2,700) for providing full advice, or $1,200 for a simple advice plan. Recep Peker, Investment ...

AIOFP appoints directors

MEDIA RELEASE  |  FRIDAY, 22 OCT 2010
... Dennis Maddern and John Ardino have been appointed as new directors of the Association of Independently Owned Financial Planners (AIOFP) board. Maddern is president of Melbourne-based Maddern Financial Advisers and Ardino is the managing director of ...

Netwealth LifeWRAP goes live

ELISE BURGESS  |  FRIDAY, 22 OCT 2010
... advisers, a lot of our own research and also the external research has said that risk is very important to financial planners moving forward." Going forward, netwealth will soon embark on the integration of the facility. "The next step for us is to integrate ...

NTAA challenge planners to cut fees

ELISE BURGESS  |  TUESDAY, 19 OCT 2010
... association yesterday said that the financial planning industry needs to review its pricing standards with financial planners typically charging far more than necessary, with some planners guilty of 'fee gouging'. Andrew Gardiner, spokesman for the association ...

Dollar rise to boost planner wages

ELISE BURGESS  |  MONDAY, 18 OCT 2010
Financial planners could enjoy the double whammy of higher wages and a larger client base due to the rising Australian dollar, a new survey shows. Paul Barbaro, executive general manager of Alliance Recruitment, said employers are "meeting wage demands ...

FPA appoints three directors

FPA RELEASE  |  WEDNESDAY, 13 OCT 2010
Certified financial planners Neil Kendall, Peter O'Toole and Julie Matheson have been elected to the Financial Planning Association board. After 23 candidates stood for the election, Kendall, O'Toole and Matheson were elected as practitioner members ...

Rise of the new rich

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
Financial planners have a new tool on hand to work out how best to cater for their next generation of clients following a new wealth report that shows which countries are breeding more billionaires and how they are investing their money. For decades ...

Key planners crucial when planning firms sell

RUTH LIEW  |  MONDAY, 11 OCT 2010
... with financial planning businesses is that, depending on the size of them... there tends to be a number of financial planners who are the real generators of money, of income. "And they're your critical ones - if they leave, the whole business kind of ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... achieving their objectives is more important than ever," said Mark Ballantyne, general manager of Financial Wisdom. Financial planners who are members of Financial Wisdom provide case studies, which are then assessed to find nominees for each award c ...