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Showing 1111 - 1120 of 2303 results for "Financial Planner"

Morphic Asset Management opens for business

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
New global equities manager, Morphic Asset Management has begun operating with two former Hunter Hall fund managers at the helm. Morphic Asset Management has been established by two former Hunter Hall global equity portfolio managers, Jack Lowenstein ...

SMSFs need better access to alternatives: BlueSky

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
The focus by fund managers on the 'big end of town' has negatively impacted SMSFs, who have missed out on quality options for alternative returns, according to BlueSky Alternative Investments. This is despite SMSF significant cash weighting making them ...

Provident Capital leaves 3500 investors in limbo

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
The collapse of Sydney-based mortgage lender and fund manager Provident Capital has left 3,500 retail investors at risk of losing more than $100 million. Phil Carter, Tony Sims and Marcus Ayres of PPB Advisory were this week appointed receivers of Provident ...

FPA chairman extends term

BEN COLLINS  |  THURSDAY, 5 JUL 2012
Financial Planning Association of Australia chairman, Matthew Rowe, has extended his term until November 2014. Rowe cited the "job left to do" in raising the professional bar on behalf of Financial Planning Association of Australia (FPA) members and ...

Trio fraud victims demand compensation

ALEX DUNNIN  |  THURSDAY, 5 JUL 2012
... information they were provided. "An investor depends that the information available is correct, depends on a financial planner or advisor to work in their interests. New reforms will ensure the financial sector operates better, more informatively and ...

Resi property portal targets planners, SMSFs

ALEX DUNNIN  |  WEDNESDAY, 4 JUL 2012
... advice about the sector from unlicensed real estate vendors and this didn't sit well with the trustees' or their financial planner's Statement of Advice process. To address this Odyssey developed "a model for licensed specialists that is not based on ...

Buyer's market for planning businesses: Radar Results

BEN COLLINS  |  TUESDAY, 3 JUL 2012
A decrease in interest rates means financial planners can fund the acquisition of financial planning businesses, creating a buyers' market. With interest rates moving down over the past 12 months, financial planners can now borrow at rates as low as ...

AMP to acquire Cavendish

MELANIE TIMBRELL  |  WEDNESDAY, 27 JUN 2012
AMP Limited is to acquire Australia's largest SMSF administrator Cavendish Group as part of plans to establish an SMSF dedicated business unit under Paul Sainsbury. The new unit aims to capture a greater position for AMP in the $440bn self-managed super ...

CommInsure adds to restructured advice team

MELANIE TIMBRELL  |  FRIDAY, 22 JUN 2012
... manager. Formerly business development manager at Zurich, Bancroft's experience includes three years as a Matrix financial planner and business development experience at ING and CommInsure, where he worked as a business development manager for one year ...

FOFA passes as industry backs professionalism

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
... Rantall also gave support to Minister Shorten's announcement that the Government is consulting on whether the term financial planner or adviser should be defined in the Corporations Act. "The legislation to limit the use of this term to those with the ...