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Showing 1161 - 1170 of 2303 results for "Financial Planner"

Countplus subsidiary readies for acquisition

ELISE BURGESS  |  MONDAY, 13 FEB 2012
Countplus Limited subsidiary, Kidmans PEC, is set to acquire property and accounting group Pacific East Coast with an initial purchase consideration of $3.28 million. Entering into a share sale and purchase agreement (SSPA), Kidman will acquire all ...

New Portfolio Administration Service Launches

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
privateWRAP, a new portfolio administration service for advisers and investors has been launched. privateWRAP Portfolio Administration Service has been designed to streamline back office administration of client portfolios for financial planners, accountants ...

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
Financial planners are acting more like investment advisers and product sellers instead of strategists as a result of rising requirement pressures, according to one adviser group managing director. Financial planners may be losing sight of their roles ...

Planners double allocation to term deposits

MELANIE TIMBRELL  |  FRIDAY, 3 FEB 2012
Allocation to term deposits from financial planners more than doubled over 12 months to November 2011, according to wealth researcher Investment Trends. Planners invested 28% of client inflows in cash and term deposits in the 12 months to November 2011 ...

AMP upgrades online functionality

CLAIRE MCGREAL  |  THURSDAY, 2 FEB 2012
... improving this future. Customers can save their results and review and use them to start a discussion with a financial planner. And if and when changes happen in life, they can come back, adjust the numbers and update projections," explained Cimino. ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
Ibbotson Associates Australia has been appointed dedicated implemented investment consultant for NEO Financial Solutions, developing the group's advice processes and practice management. Founded by Mark Edman and Mark Woods, both Woods and Edman were ...

Fixed Income Investment course launched for planners

CLAIRE MCGREAL  |  WEDNESDAY, 25 JAN 2012
Financial planners looking to brush up on their fixed income investment knowledge can sign up to a new course being run by fixed income broker FIIG Securities. The course, which is accredited by the Financial Planning Association (FPA), consists of ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
Financial planners may be squeezed out of the industry as competition heats up with the impending entry of accountants, stockbrokers and super funds, according to CoreData, with consolidation a likely outcome as smaller practices move to cut costs and ...

FINRA relaxes social media controls

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
Australian financial planners may see some of their social media compliance issues lessen if Australian regulators follow FINRA's lead, after the US regulator proposed changes to its rulings to allow planners to communicate through social media without ...

AMP: Women putting advice on hold

RACHEL DAVIS  |  FRIDAY, 9 DEC 2011
The latest AMP Planner Protection Poll has found that 41.8% of financial planners polled believe the primary barrier to women seeking advice is the emphasis placed on their partner or spouse's finances. A further 14.8% of planners cited low awareness ...