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Showing 1321 - 1330 of 2303 results for "Financial Planner"

Levy to fund $15m ad campaign

ALISON BEVEGE  |  THURSDAY, 10 MAR 2011
... showcased the advertising campaign to be aimed at the 49 per cent of people aged over 40 that would like to use a financial planner but don't know who to trust after the disasters of 2008. Three separate concepts by Banjo Advertising were pitched. Of ...

CFS slashes entry bar to wholesale platform

ALISON BEVEGE  |  WEDNESDAY, 9 MAR 2011
Colonial First State has launched an aggressive bid for market share by opening Australia's biggest wholesale investment platform to small investors, positioning itself for a future commission-free superannuation market. Colonial, a subsidiary of the ...

FPA to reset membership criteria

ALISON BEVEGE  |  TUESDAY, 8 MAR 2011
The Financial Planning Association is seeking to restrict its membership with constituents to vote on the proposals in April. After June this year only practicing financial planners will be able to join the association as members with practice owners ...

No $900 slug for planners: FPA

ALISON BEVEGE  |  MONDAY, 7 MAR 2011
... surfaced this morning after a news story in a trade publication about a member who complained her Certified Financial Planner (CFP) fee of $686 would have risen to $900 per year for the Professional Practice category under the proposed new regime. Mark ...

MLC program attracts new planners

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
... idea of this program after being approached by a number of individuals wanting advice on how to start out as a financial planner. "MLC already offers technical financial planning qualifications through MLC Advice Education but there was no course to ...

Asia specialists join Premium China

MATT WOODINGTON  |  WEDNESDAY, 2 MAR 2011
... worked for Challenger First Pacific, Bell Potter Securities and HFA Asset Management. George Fattal, once a financial planner at Westpac and development manager at Professional Investment Services, will be based in Queensland, also offering specialist ...

Fiducian on growth path

ELISE BURGESS  |  TUESDAY, 1 MAR 2011
Fiducian Portfolio Services has expanded its financial planning network in the past six months with two more acquisitions underway. Within the groups' half-year results to 31 December last year, Fiducian added six new financial advisers to its network ...

FRM attracts $25m inflows

ELISE BURGESS  |  MONDAY, 28 FEB 2011
Financial Risk Management (FRM), a global hedge fund of fund investment firm, launched its offshore fund FRM Sigma, investing in a globally-source portfolio of Commodity Trading Advisers (CTAs) that specialise in managed futures. A managed futures account ...

FPA slams industry fund 'one track agenda'

ELISE BURGESS, ALEX DUNNIN  |  THURSDAY, 24 FEB 2011
The Financial Planning Association (FPA) has weighed in on the opt-in arguments advocated by sections of the trade union superannuation movement, calling the action "alarmist" and part of the industry funds "one track agenda". The FPA yesterday said ...

Advisers must deliver alpha

ALEX DUNNIN  |  WEDNESDAY, 23 FEB 2011
... He argues that Adviser Alpha is demonstrated by the adviser's ability to effectively act as a wealth manager, financial planner and behavioural coach. It is enhanced by providing discipline and reason to clients who are often undisciplined and emotional ...