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Showing 1061 - 1070 of 2303 results for "Financial Planner"

Big year in platforms and super: AMP Fin Services

LAURA MILLAN  |  THURSDAY, 21 FEB 2013
While underlying profit rose modestly compared to 2011 figures, AMP Financial Services posted a $1.7 billion turnaround in net cash flows, buoyed by solid performance from its platforms and wealth management arms. AFS net cash flows recovered from a ...

Topdocs automates SMSF deed updating

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
Self Managed Super Funds document provider Topdocs released today the Topdocs SMSF Deed Update, an automated update system for deeds. The new system allows professionals save time updating SMSF deeds after legislative and rule changes. "The new update ...

Industry urged to understand changes to transfer rules

BEN COLLINS  |  THURSDAY, 14 FEB 2013
Industry professionals have been told they need to ensure they understand incoming regulation that makes it harder to transfer listed assets into self managed super funds. Speaking yesterday at the opening session of the SMSF Professionals' Association ...

SMSF trustees confident backing their limited advice

BEN COLLINS  |  WEDNESDAY, 13 FEB 2013
New research reveals enormous opportunities for Australia's financial advisers to help their clients, with self managed super funds, diversify their portfolios better. Launched on the eve of the 2013 SMSF Professionals' Association of Australia (SPAA) ...

Most DIY funds won't change allocations in retirement

BEN COLLINS  |  WEDNESDAY, 13 FEB 2013
Less than half of the retired self managed super fund trustees contacted for a survey released yesterday said that they either plan to change their asset allocations or had already done so. Yesterday Russell Investments and The SMSF Professionals' Association ...

AMP appoints new director of Horizons

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
AMP Financial Services has appointed Amelia Constantinidis as director of financial planning academy Horizons. Constantinidis will report directly to AMP Director, advice and client solutions Steve Helmich and the appointment is effective from February ...

FoFA anxiety remains high: FPA

BEN COLLINS  |  TUESDAY, 12 FEB 2013
Compliance and the cost of regulation are the main concerns for financial planning businesses in the current environment, said the Financial Planning Association after a survey. Recent research shows that Future of Financial Advice compliance and the ...

Investor 'fear factor' lowest in 40 months

BEN COLLINS  |  TUESDAY, 12 FEB 2013
Australian investors are less scared then they have been in more than three years, and stock market return expectations are at a 20 month high. Research group Investment Trends today released the findings of its January 2013 Investor Intentions Index ...

QROP advise must improve: AMP

ALEX DUNNIN  |  MONDAY, 11 FEB 2013
While financial planners are regularly asked to advise on overseas pension transfers, considerable care must be taken to ensure a misunderstanding of international rules doesn't result in huge tax penalties. This was one of the overarching missives ...

Pro bono advice for disaster victims

STAFF JOURNALIST  |  THURSDAY, 7 FEB 2013
... come together to set up a pro bono service as a way to connect people affected by these crises with a local financial planner who can provide financial advice and help, said FPA chief executive mark Rantall. While many members have already signed up ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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