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Showing 1211 - 1220 of 2303 results for "Financial Planner"

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
Fiducian Portfolio Services hopes to add to the $1 million it spent on acquiring client portfolios in the last year, after announcing a 7.8% rise in after tax profit for the financial year ended June 30 2011. Its $4.43 million net consolidated profit ...

FOFA: Opt-in obligations, ASIC

ELISE BURGESS  |  MONDAY, 29 AUG 2011
... announced with opt-in, the banning of commissions, new powers for ASIC and a consultation paper on the term 'financial planner' outlined in the first tranche of draft legislation of the Future of Financial Advice today. Assistant Treasurer and Minister ...

FOFA divides on commission

ELISE BURGESS  |  MONDAY, 29 AUG 2011
... executive. Whiteley echoed recent Roy Morgan research, which found some 60% of super fund members have never used a financial planner, with ISN estimating three million Australians currently pay ongoing advice fees and commissions to financial planners ...

Industry body applauds move to define financial planners

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
The government will release a public consultation paper on defining the term 'financial planner' by law, obliging advisers to prove their credentials before offering services to clients. The Treasury has drawn praise from industry bodies for announcing ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
For the third consecutive year, Midwinter has been voted first for planner satisfaction in the latest Investment Trends report, in a year when the group expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report ...

Time-based and opt-in preferred: MSI survey

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... 22% prefer to be charged a percentage of funds under management held in a portfolio. One respondent said: "My financial planner has done a great job for me to date. However, apart from the occasional newsletter there is very little contact. I feel like ...

Super fund to give financial advice with technology

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
Industry superannuation fund VicSuper will next week begin using a "rapid advice engine" from Provisio Technologies to deliver single-issue financial advice to members. VicSuper said yesterday that basic financial advice on contributions, investment ...

FS Advice launched

RACHEL DAVIS  |  WEDNESDAY, 17 AUG 2011
... the advice industry. The cover story of each edition of FS Advice will feature an in-depth interview with a financial planner who shares a real-life example of how they changed a person's financial circumstances for the better. To subscribe to FS Advice ...

SMSFs exposed in related party transactions

ALISON BEVEGE  |  TUESDAY, 16 AUG 2011
Self-managed super funds can buy property from related parties but they are better off paying market rates and behaving as if at arm's length, a superannuation legal expert has said. Maria Siu, special counsel on Superannuation for Townsends Business ...

Advisers prep for 'back-to-basics' investing

ELISE BURGESS  |  MONDAY, 15 AUG 2011
... recommendations on this foundation. It's not always fashionable, but it's a tried and tested philosophy," said Langton. Financial planner and AFA Financial Adviser of the Year, Steve Salvia told Financial Standard the basic fundamentals of investment ...