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Showing 1211 - 1220 of 1758 results for "Financial Planners"

Instreet BDM hires pay off

MICHAEL HOBBS  |  TUESDAY, 14 JUL 2009
... manages Western Australia and Queensland clients. George Lucas, managing director at Instreet Investment, said financial planners demand locally based business development managers. "People like BDMs in their own state; if you're in Victoria, you don't ...

Berry Fin Services ready for next growth phase

MICHAEL HOBBS  |  MONDAY, 13 JUL 2009
... ComCorp are able to help us with their credit union relationships," said Berry. "This enables us to be one of the financial planners that provides financial advice to the credit union members. I have a background in that area anyway and it means we can ...

ASIC lifts restrictions on intra-fund advice

MICHELLE BALTAZAR  |  FRIDAY, 10 JUL 2009
... previously, the lines between "factual information" and "advice" were unclear. "This is not about competing with financial planners - it is about providing assistance to the average fund member who does not have the money to go to a financial planner," ...

Instreet targets Asian equities

PRESS RELEASE  |  WEDNESDAY, 8 JUL 2009
... invested in Australian equities. The firm's latest product; the Link ASX200 DPA recently gained $20 million from financial planners looking to position clients for an equity market upswing. Lucas said he is confident the latest series will be as well ...

US planners prefer fee model: survey

PRESS RELEASE  |  TUESDAY, 7 JUL 2009
US based financial planners are favouring a fee based remuneration model and appreciating the role of education more, according to a survey. A Cerulli Associates and College for Financial Planning survey, found a shift away from commission based remuneration ...

Pengana Asian Equities up 20pc

MICHELLE BALTAZAR  |  TUESDAY, 7 JUL 2009
... at Platinum Asset Management, UBS, Perennial and Nomura (Japan). Despite the fund's performance, chances are financial planners haven't heard of it yet. Pengana Asian Equities Long Short fund was only launched last May and has $2.4 million seed money ...

Experts pick top stocks and sectors

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
Financial planners should look towards the mining sector and good value small to mid-cap stocks to boost returns in Australian equities allocations over the next two years, according to industry experts. Craig James, chief equities economist at CommSec ...

Fin services back associations

MICHAEL HOBBS  |  MONDAY, 6 JUL 2009
... members which include business development managers and supporters, it had increased the number of Certified Financial Planners (CFP). "We see a lot of members retire because we have an aging population but the net growth of CFPs is 3 per cent," said ...

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
... accountants who received notices from ASIC delivered to their doors. This was reported earlier as an ASIC raid on two financial planners.

When ASIC knocks, answer immediately

RUTH LIEW  |  THURSDAY, 2 JUL 2009
... about corporate watchdog ASIC paying a personal visit to two accountants (mistakenly reported in the media as financial planners) to hand them notices illustrate the far-reaching powers of the regulator, says an industry expert. Deen Sanders, deputy ...