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Showing 1241 - 1250 of 2303 results for "Financial Planner"

Advisory firm directors may challenge ASIC ban

ALISON BEVEGE  |  THURSDAY, 7 JUL 2011
... have now been compensated. The financial services regulator has also extracted an enforceable undertaking from financial planner Kilara Financial Solutions, who recommended retail investors switch their superannuation holding into a fund of which Trio ...

Financial Planners want level playing field on commissions

ALISON BEVEGE  |  WEDNESDAY, 6 JUL 2011
Stockbrokers should be subject to the same rules on conflicted remuneration and commissions as the rest of the financial services industry and not seek special dispensation, financial planners have said. Stockbrokers have reportedly asked to be exempted ...

Westpoint directors face charges

ELISE BURGESS  |  MONDAY, 4 JUL 2011
Directors from collapsed property investment brand Westpoint will face charges and a possible jail sentence for their role in the company's downfall. Norm Carey and Graeme Rundle are facing two criminal charges each as a result of an investigation by ...

Zenith targets dealer groups with investment solutions

MATT WOODINGTON  |  TUESDAY, 28 JUN 2011
Zenith Investment Partners has launched a new investment solutions division to offer fund selection and asset allocation advice to financial planners. The investment solutions product stems from increased ad hoc requests from planners with specific ...

Minister faces down advisers over opt-in, risk

ALISON BEVEGE  |  TUESDAY, 28 JUN 2011
Financial Services Minister Bill Shorten yesterday faced financial advisers upset over two planks of the Future of Financial Advice reforms, answering questions but firmly rejecting criticisms. The tension was palpable at the Association of Financial ...

AMP looks to uni for future planners

ELISE BURGESS  |  TUESDAY, 28 JUN 2011
... industry are career changers. The time will come where people will go to university with the aim of being a financial planner more then today," said Steve Helmich, AMP director of financial planning, advice and services. "We are trying to create pathway ...

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
... exacerbated by Roy Morgan's estimate that only 40 per cent of Australian with superannuation have ever consulted a financial planner. "The large number of people who have not used a financial planner, or are not in an active advice relationship, continues ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way. The wealth management arm of the Bendigo and Adelaide Bank, officially launched in April, has taken a ...

Australian Unity supporting advisers with appointment

ELISE BURGESS  |  FRIDAY, 24 JUN 2011
Fund manager Australian Unity has created a new national adviser solutions manager role and appointed former UK senior player, Simon Reed. A new business development manager for Victoria and Tasmania has also been appointed. Reed will be responsible ...

Advisers turn from managed funds to ETFs: BetaShares

ALISON BEVEGE  |  WEDNESDAY, 22 JUN 2011
The rise of exchange traded funds (ETF) is putting pressure on active fund managers and attracting financial advisers, according to a new ETF report released today. The BetaShares/Investment Trends ETF Report predicts that ETF investor numbers will ...