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Showing 11531 - 11540 of 18276 results for "Plan"

Planners risk trouble opposing FOFA

ALISON BEVEGE  |  FRIDAY, 20 MAY 2011
Financial planners are shooting themselves in the foot by seeking to sink key elements of the Future of Financial Advice reforms, the Industry Super Fund Network has said. Industry Super Fund Network chief executive David Whiteley said the financial ...

Advisers aim for independents over FOFA

ALISON BEVEGE  |  THURSDAY, 19 MAY 2011
Financial planners on the warpath over Future of Financial Advice (FOFA) reforms were given a crash course in political lobbying today by Shadow Minister for Financial Services Senator Mathias Cormann, who told them to target the independents. Speaking ...

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
Industry associations are supportive of the trend for real estate firms and financial planners teaming up to target self managed super funds but are wary of the pitfalls. Self managed super fund trustees are increasingly adding property investments ...

Chapel Road appeal forces ASIC to show the goods

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
A decade on, the Chapel Road v Australian Securities and Investments Commission (ASIC) battle rages on, with the NSW Supreme Court ordering ASIC to hand over documents relating to the investigation. Back in 2001 Chapel Road's AFSL was revoked when ASIC ...

AFA targets online ad campaign

ALEX DUNNIN  |  THURSDAY, 19 MAY 2011
... million from supporters and their membership, with commitments from as little as $5000 from advisers, he said. The AFA 'Make A Plan' campaign will however have to creative to compete with a plethora of other advice industry campaigns now in the media ...

Adviser poaching just "noise": AMP

ELISE BURGESS  |  WEDNESDAY, 18 MAY 2011
AMP refutes claims that its and AXA's advisers are being poached, instead anticipating competition from dealer groups once the merger is complete and even predicting that some advisers may come their way. Speaking at a media event yesterday, Craig Meller ...

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
Three AMP accredited financial planning firms have combined to form a national business, Eluvia, providing a more complex suite of advice to SME and individual clients. When Sydney based President Financial Services came on the market in 2010, KRA Financial ...

Russell appoints index director

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
Russell Investments has appointed Matt Wacher as regional director, indexes, Australia and New Zealand, to meet rising clients demand for index linked products, such as ETFs. Wacher, a former head of institutional sales and product for CMC Markets ...

Profits fly high on planes

ALISON BEVEGE  |  WEDNESDAY, 18 MAY 2011
Traditional wisdom leads many investors to avoid airlines. But some of the airline industry's top executives explained at an investment seminar on Monday how owning aeroplanes can be very profitable. Fund executives from Investec's Global Aircraft Fund ...

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
Most small business owners are unhappy with their retirement savings plans and are increasingly seeking advice, even from financial advisers, reveals research from accounting group Bird Cameron. The Bird Cameron 'Think Big' study of small business attitudes ...