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Showing 1071 - 1080 of 2303 results for "Financial Planner"

Planners revise down growth expectations

MARK SMITH  |  THURSDAY, 31 JAN 2013
Financial planners have revised down their capital growth expectations for the year ahead as on-going volatility sees clients holding increasingly high levels of excess cash, according to a recently published Investor Trends report. The 2012 Adviser ...

ISN welcomes financial planner fee guidance

BEN COLLINS  |  TUESDAY, 29 JAN 2013
... Securities & Investments Commission. Industry Super Network chief David Whiteley said that transparency around financial planner remuneration under the new reforms is an important step forward in helping the financial planning industry to transition ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later. At the ...

Advisers must ask clients about SRI investing: Australian Ethical

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
If the government is serious about wanting to make a positive difference on issues such as the environment, sustainability and ethical corporate governance then it must obligate financial planners to ask their clients about socially responsible investing ...

Planners praised for guiding investors into fixed income

MARK SMITH  |  TUESDAY, 22 JAN 2013
The wall of cash built up in the wake of the GFC is showing signs of crumbling as fixed income see dramatic inflows off the back of changing fundamentals and the hard work of financial planners, according to PIMCO and Equity Trustees (EQT). EQT head ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
A financial planning dealer group in National Australia Bank's network has won an award for being the best in Australia for the third time in five years. After completing a shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee ...

Elixir adds business coach to consultancy team

MARK SMITH  |  MONDAY, 21 JAN 2013
... gaining experience internationally as a management consultant. He is a chartered accountant and a certified financial planner. "Geoff is an experienced company director, mergers and acquisitions specialist and private equity investor who continues to ...

Would-be clients snub advice

MARK SMITH  |  FRIDAY, 18 JAN 2013
... benefits - such as peace of mind and certainty - that are most valued by those clients who have a dedicated financial planner. However, in the current environment prospects are heavily focused on how much the service costs and what they get in return ...

SPAA backs limited recourse borrowing rule changes

MARK SMITH  |  TUESDAY, 15 JAN 2013
The SMSF Professionals' Association of Australia has backed the government's plan to redefine limited recourse borrowing arrangements as financial products. Based on proposed changes, only fully-licensed financial planners would be able to advise on ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
Melbourne-based Matthews Steer Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move ...