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Showing 1121 - 1130 of 2303 results for "Financial Planner"

Telstra Super launches income option

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
Telstra Super has added an income option to its diversified investment stable in response to member demand for more retirement solutions. The 'Diversified Income' option focuses primarily on an income stream, while still achieving some growth on initial ...

IOOF appoints new investment specialist

LINDA HAUSKEN  |  WEDNESDAY, 13 JUN 2012
IOOF Holdings Limited has named Graham Smith as investment specialist for its investment bond, WealthBuilder. In this role, Smith will work with Wealth Builder's existing sales resources to raise the profile and sales of the WealthBuilder suite in the ...

Trio investor secures damages from adviser

BEN COLLINS  |  FRIDAY, 8 JUN 2012
... when the superannuation fund collapsed in 2009. RMB partner, Martin Culleton, said his client was advised by a financial planner to invest heavily in Trio and the Astarra Strategic Fund. "We claimed that essentially that there had been a breach of the ...

Trio: ASIC evidence insufficient to prosecute Flader

LINDA HAUSKEN  |  WEDNESDAY, 6 JUN 2012
ASIC revealed yesterday it has insufficient evidence to prove controller of the Trio Group, Jack Flader, has breached Australian Law. The Parliamentary Joint Committee on Corporations and Financial Services inquiry into the collapse of Trio Capital ...

Wealthy clients need consumer protections too: FPSB

ALEX DUNNIN  |  WEDNESDAY, 6 JUN 2012
... Financial Planning Standards Board. The Financial Planning Standards Board (FPSB) is the owner of the Certified Financial Planner certification. They were responding to the issue, following release of an IOSCO report entitled 'Suitability Requirements ...

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... and tools which are designed from the client's perspective," said Egger. The platform is developed by Egger, a financial planner with 14 years' experience and rolled out with the support of industry marketing specialist and business partner, Michael ...

NAB expands Financial Planning team

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012
... role since February and replaces Geoff Rogers, who is now MLC sales general manager. He joined MLC in 1999 as a financial planner and has since held roles such as practice development manager, state manager and national head of practice management. Fog's ...

Advisers use of ETFs on the rise

LINDA HAUSKEN  |  THURSDAY, 17 MAY 2012
The number of exchange traded funds used by investors is on the rise despite continued market volatility, with up to 70,000 users expected by the end of the year, according to the latest BetaShares/Investment Trends ETF Report. The BetaShares/Investment ...

Midwinter empowers adviser software

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
Midwinter has implemented changes announced in the 2012 May Federal Budget in its Reasonable Basis advice modelling software, allowing advisers to alter tax settings. "It is a difficult time for financial planners due to the large amount of uncertainty ...

Capital protected products under pressure: research

LINDA HAUSKEN  |  MONDAY, 14 MAY 2012
... market downturn" was a reason they were using the products. "This is largely consistent with the findings in our financial planner research, in which 79% of financial planners said they intend to recommend capital protected products to protect clients ...