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Showing 1231 - 1240 of 2303 results for "Financial Planner"

Older people seek more financial advice

ALISON BEVEGE  |  WEDNESDAY, 20 JUL 2011
Wealthy older men are the biggest consumers of financial advice and are far more likely to use a planner than those under age 34, or women, latest figures show. The Superannuation and Wealth Management in Australia report, released last week by Roy ...

Certitude partners with Threadneedle on global fund

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
Certitude Global Investments will distribute international asset manager, Threadneedle Investments, Global Equity Fund, targeting the high net wealth market and retail markets. The exclusive partnership formed after Certitude completed a 12 month review ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
Self managed super fund administration provider Class Super is using cloud computing to offer automated actuarial certificate data transfers for SMSF clients. Class Super, developed by Class Financial Systems, said it will provide real time access to ...

Industry brawl erupts over super network ads

ALISON BEVEGE  |  FRIDAY, 15 JUL 2011
Financial service industry feuds erupted again today as the Financial Planning Association fired a shot across the bow of the Industry Super Network over an advertising campaign that it believes harms financial planners. The print advertisements allege ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
Financial advisers aligned to major wealth-management firms are continuing to direct the majority of the funds they establish to their parent fund manager, a study released today by Roy Morgan Research has found. The Superannuation and Wealth Management ...

NGS Super sharpens planning focus

MATT WOODINGTON  |  MONDAY, 11 JUL 2011
NGS Super plans to increase the take up of financial advice among its members by appointing three specialist consultants to improve education and establish an online advice model. The fund has appointed Andrew Dunkerley as manager of financial advice ...

Carbon tax ready companies to produce profits

ELISE BURGESS  |  MONDAY, 11 JUL 2011
... negatively affected from investments held in companies that will fall into the tax scheme arrangement. However one financial planner spoke to Financial Standard about the new investment opportunities that have already emerged. "I believe the carbon tax ...

Omnium updates life quotes web tool

LOREN RUGEBREGT  |  FRIDAY, 8 JUL 2011
... premium is tied up in the different insurance categories such as life insurance, trauma or income protection. The financial planner can then customise their client's insurance coverage with ease. Advisers can also control a viewing list of insurance ...