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Showing 1011 - 1020 of 1758 results for "Financial Planners"

Advisers champion responsible investing

RUTH LIEW  |  THURSDAY, 16 SEP 2010
Australian financial planners can learn from their UK counterparts on socially responsible investing - as British planners, not pension funds, lead the way in ESG issues, according to an expert. Alexis Krajeski, associate director governance & sustainable ...

Mistaken identity on term deposits

ELISE BURGESS  |  MONDAY, 13 SEP 2010
Financial planners need greater education on term deposits according to research - but the chair of the Financial Planning Association (FPA) questions some of the research assumptions and said planners are already 'well trained' in the correct use of ...

LICs versus ETFs

ELISE BURGESS  |  THURSDAY, 9 SEP 2010
... assets, meaning there is a chance that they will trade at a discount or premium. This is an issue for many financial planners post-GFC who are looking for more stability with their investments. According to Russell Investments, currently around 80 per ...

Let the lobbying begin

JOHN MCDULING  |  WEDNESDAY, 8 SEP 2010
... get a sense of what the government's agenda on superannuation might be. Deen Sanders, spokesperson for the Financial Planners Association (FPA), said the result was a "game changer", adding that the FPA will need to establish a wider dialogue, not just ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
... just about anything, so why not do the same when seeking advice? A self-confessed technophile, Harrison said financial planners can run their business more efficiently through an iPad because of the mobile nature of their work. An iPad enables them to ...

SMSF advisers back FOFA call to upskill

SPAA RELEASE  |  WEDNESDAY, 1 SEP 2010
... greater clarity around advice on the setup of a SMSF. Only 33 per cent of respondents agreed with the need for financial planners to become registered tax agents in order to provide incidental tax advice.

More million dollar members for MDRT

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Million Dollar Round Table (MDRT) has welcomed a number of new members to its ranks as more financial planners are finding themselves successfully qualifying for membership. New members include Max Moodley, Graham Craig, Sam Capra, Mark Osborne, Marc ...

Australians up on luck, down on savings

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... imperative if we are to strengthen the retirement savings of Australians and reduce demand on the aged pension." Financial planners have made their own attempts at engaging consumers, according to certified financial planner Matthew Walker from WLM ...

Spoilt for investment choice

JOHN MCDULING  |  TUESDAY, 31 AUG 2010
... are not always directly intended for the members, particularly where distribution channels are in place with financial planners." he concluded.

New tech offers high data protection

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
Acronis has launched new software that offers financial planners high data recovery and non-stop backup systems while simplifying the right backup configuration to suit their needs. The Acronis True Image Home 2011 (ATI Home 2011) is now available and ...