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Showing 1281 - 1290 of 2303 results for "Financial Planner"

HSBC targets planners with Asian wide product

MATT WOODINGTON  |  TUESDAY, 10 MAY 2011
HSBC is targeting financial planners with a new product that gives Australian investors exposure to seven key Asian markets. The HSBC100+ Series Asian Equity Investment is a structured product offering capital protected exposure to equity markets in ...

ASIC bans "deceptive" planner for five years

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Corporate watchdog ASIC has banned a financial planner for five years after he tricked his clients with shonky advice which included arranging margin loans for them, it said today. ASIC said Ian John Weaver of Clear Island Waters, Queensland, broke ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Financial planners have reacted in fear to the Future of Financial Advice reforms, anticipating less pay for more work - and would pass costs on to clients, research firm CoreData has found. The independent research canvassed the views of 358 advisers ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management launched its inaugural AFA Female Excellence in Advice Award in Sydney last night. Tackling the gender gap that exists in retirement savings ...

CFS tilts at emerging market returns

ALISON BEVEGE  |  TUESDAY, 3 MAY 2011
Colonial First State subsidiary Realindex Investments has launched an emerging markets index fund that seeks to remove the drag of weighting distortion with value investing techniques. The fund, which will have fees of 79 basis points per annum and ...

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
Mortgage aggregator Vow Financial is looking to ward off competition from banks by offering financial planning services to retail property investors. Vow Wealth Management has been launched as a joint venture with financial planning firm, The Selector ...

Accountants scope FOFA for opportunities

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... a two-year 'opt-in' requirement and an annual disclosure notice will ensure that the relationship between a financial planner and a client remains transparent and importantly, encourages consumers to take an active role in their financial future," said ...

Super funds praise reforms

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
The superannuation funds industry responded to the Government's financial reforms today with praise for the expansion of scaled advice. The Future of Financial Advice reforms have expanded the limited form of financial advice to a range of providers ...

Dealer groups miss commissions

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... proposal to ban commissions on super fund life insurance went too far. "Without the encouragement and support of a financial planner, many people do not appreciate the necessity to arrange adequate insurance," he said. AMP and AXA had a combined 3381 ...

Opposition attacks opt-in concession

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
Minister for Financial Services Bill Shorten has eased reforms on financial planners by extending the opt-in period but the Opposition has attacked, saying it would still cost an average firm $50,000. Adviser groups have lobbied hard against the opt-in ...