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Showing 1041 - 1050 of 2303 results for "Financial Planner"

Govt could handcuff SMSFs

MARK SMITH  |  WEDNESDAY, 8 MAY 2013
The government may have to force self-managed super fund (SMSF) members to undertake mandatory advice or outsource their investment strategy back to professionals to cover off a risk of it facing unexpected pension liabilities. That is the view expressed ...

Women don't trust financial advisers: research

LAURA MILLAN  |  FRIDAY, 3 MAY 2013
Women have little trust in financial advisers and have raised concerns about "product pushing," preliminary results of research about how women manage money have revealed In the first stage of the research, professor Roslyn Russell from RMIT University ...

EBX launches online tool to purchase endowment bonds

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
Newly-created technology company Endowment Bond Exchange (EBX) has launched today an online tool that allows financial planners and retail investors to invest in zero-coupon bonds, also known as endowment bonds. The EBX Endowment Bond is a fixed income ...

Image of financial advisers still low

ALEX DUNNIN  |  THURSDAY, 2 MAY 2013
Financial planners are respected by almost twice as many people as union leaders, but they lag nurses, doctors, pharmacists and school teachers by more than three to one. Roy Morgan has just released its latest consumer survey rating the annual image ...

New FPA member base shows changing face of industry

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... reputation and is still remembered for some of the well-publicised issues from its history," he said. "As a financial planner, I'm always talking about the benefits of diversification and it's just as true in investment as it is in the community. Clients ...

Practitioners ill equipped for business sale

MARK SMITH  |  WEDNESDAY, 24 APR 2013
Market uncertainty and regulatory strain are leading to an increasing number of financial planners considering selling their practices, according to Centurion Market Makers director Chris Wrightson. The financial advice business broking specialist said ...

CFS creates wrap platform for Infocus

ALICE URIBE  |  THURSDAY, 18 APR 2013
Colonial First State (CFS) has created a full-service wrap platform to assist advisers in meeting the regulatory requirements of the incoming Freedom of Financial Advice (FoFA) regime. The platform, called 'Ultimate' consists of a superannuation and ...

BGL to provide automated property data for SMSFs

LAURA MILLAN  |  TUESDAY, 16 APR 2013
BGL Corporate Solutions has partnered with analytics group RP Data to provide automated property data to self-managed superannuation funds (SMSF) and their advisers. SMSF holders and financial planners will be able to access a number of administration ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
Financial planners must expand their skill set to offer advice on linking self managed superannuation funds (SMSFs) to other business structures SMSF Professionals' Association of Australia (SPAA) membership and business development director Richard ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
The role of platforms in driving planning practice costs down will only get bigger after research shows that despite the growth of self-directed and off-platform investing, the lion's share of assets under advice will remain on-platform. Scott Durbin ...