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Showing 1151 - 1160 of 2303 results for "Financial Planner"

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...

AAT confirms ASIC planner ban

ELISE BURGESS  |  FRIDAY, 16 MAR 2012
The Administrative Appeals Tribunal has agreed with ASIC's decision to ban former Commonwealth Financial Planner Don Nguyen from providing financial services for seven years. Nguyen of Dulwich Hill, New South Wales, was disqualified by the Australian ...

Flawed assumptions pushing RRR too high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2012
... assumption, you may force clients to save more than is needed, or retire later than is necessary," wrote one financial planner US blogger who commented on the issue. Stimulating the debate is revived discussion about a June 2005 issue of the US Journal ...

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Platforms are hoarding cash, according to the latest report from Investment Trends, as uncertainty surrounding FOFA implementation sees providers readying themselves for the possibility of rushing through development for compliant products. "FOFA reforms ...

Mortgage Choice to launch planning business

ELISE BURGESS  |  THURSDAY, 23 FEB 2012
Mortgage Choice will launch its own financial planning business during the next financial year as part of its own diversification strategy. Currently a large independently-operated mortgage broker, Mortgage Choice Limited, announced during its interim ...

Planners need to commit to the social media conversation

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
... Williams, managing director of The Humble Investor, points to over 74,000 Australian searches for the term 'financial planner' and over 40,000 on the term 'financial adviser' each month as evidence of the opportunities to be had for advisers with websites ...

Shorten locks down accountant timeline

ELISE BURGESS  |  MONDAY, 20 FEB 2012
Financial Services Minister Bill Shorten has committed to a two week deadline for legislation surrounding the role of accountants in the advice industry, in addition to reaffirming his plans to raise contribution caps. Speaking at the Self-Managed Super ...

CBA profits up 19%, wealth mgmt struggles

ELISE BURGESS  |  WEDNESDAY, 15 FEB 2012
The CBA has recorded a statutory net profit after tax for the half year ended Dec 31 2011 of $3.624 billion, a 19% increase on the previous corresponding period, in a strong result unaided by its wealth management arm which recorded a loss. The Commonwealth ...

Rainmaker appoints new head of technical services

RACHEL DAVIS  |  TUESDAY, 14 FEB 2012
... services industry as a technical taxation, superannuation and social security expert, university lecturer and financial planner, Proctor will head up Financial Standard's CPD Program. Proctor joins Rainmaker after technical services roles with Macquarie ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
Investment Trends December 2011 Margin Lending Financial Planner Report has revealed 83% of respondents named market conditions as the biggest barrier to margin lending among financial planners. Volatility levels attracted 49% of the vote with higher ...