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Showing 1091 - 1100 of 2303 results for "Financial Planner"

Planners ignore EMs when advising clients

BEN COLLINS  |  TUESDAY, 20 NOV 2012
... Goldman Sachs Asset Management Survey. Of the more than 1000 "active" investors surveyed, 83% said that their financial planner had never mentioned investing in countries that the International Monetary Fund predicts will account for 60% of the world's ...

Advisers must change mindset in face of FoFA

MARK SMITH  |  MONDAY, 19 NOV 2012
The biggest challenge for financial planners in the face of the Future of Financial Advice (FoFA) reforms is to change their mindset from one of selling products to that of providing a quality service for consumers, according to MyAdivser's Philippa ...

FPA awards Australia's best financial planners

MARK SMITH  |  MONDAY, 19 NOV 2012
... symbol of trust and excellence for all Australians seeking financial advice from a qualified and professional financial planner acting in their best interest," said Mark Rantall, chief executive of the FPA. Michelle Tate-Lovery of Carlton-based Unified ...

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
A mentoring and retraining programme that's been rolled out to half the 450 financial advisers within the BT-owned dealer group, Securitor has already delivered a significant revenue (fees-based) boost after one year. Dubbed 'taking back control', Matt ...

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
... more than advisers without the qualification. The CFP designation is the highest level of certification that a financial planner can achieve and is Internationally recognised, said the FPA. "This research highlights the double dividend accrued to the ...

FPA calls for greater scrutiny of fund managers

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
Fund managers must be held to account just like financial planners, says The Financial Planning Association's Dante De Gori. Research from State Street published yesterday showed that less than half of Australian's believed advisers acted in the best ...

Another Commonwealth Financial Planning adviser banned

BEN COLLINS  |  MONDAY, 12 NOV 2012
ASIC has permanently banned a former Commonwealth Financial Planning Limited financial planner from providing any financial services after it found he forged client signatures and failed to comply with financial services laws. Ricky David Gillespie ...

Exchange-traded gov bonds expand investment options

MARK STORY  |  FRIDAY, 2 NOV 2012
... the same way they access shares and other ASX-quoted securities - via their ASX participant, online broker or financial planner. It's understood that all benchmark bonds issued by the Australian Government, including Treasury Bonds and Treasury Indexed ...

Online tool offers comparative performance data

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
SelfWealth, a new online tool for comparing investment portfolios with others, has launched in Australia today. The new subscription based tool allows users to compare their portfolio's performance against those of peers, professionals and the wider ...

netwealth adopts Morphic Global Opps Fund

MARK STORY  |  FRIDAY, 19 OCT 2012
The recently launched Morphic Global Opportunities Fund (MGOF) has been adopted on its first multi-user investor platform following its recent link to the netwealth Accessible Managed Funds Menu. General manager of investment and distribution at netwealth ...