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Showing 1331 - 1340 of 2303 results for "Financial Planner"

ANZ nabs Paul Barrett from CFS

ELISE BURGESS  |  TUESDAY, 22 FEB 2011
... advice and distribution. Barrett, who will start in the new role in April, will be responsible for all ANZ's financial planner and advice distribution networks at ANZ, including aligned dealer groups, open market dealer groups and other alternative channels. ...

Zurich recruits Macq Private Wealth head

ELISE BURGESS  |  FRIDAY, 18 FEB 2011
... and traded equity futures with Geneva Trading in Dublin and Elite Derivatives in London. Surjan, formerly a financial planner, was previously with AMP and Hillross. They will report to Kristine Wade, head of sales, investments. All three have started ...

AMP rides subdued market with solid growth

ELISE BURGESS  |  THURSDAY, 17 FEB 2011
AMP has posted a slight increase in financial planner numbers, solid performance from its fund managers and higher inflows in super, according to full-year results announced this morning. AMP has recorded an underlying profit for the 2010 financial ...

ASIC rules to fix disputes faster

ELISE BURGESS  |  WEDNESDAY, 16 FEB 2011
The Australian Securities and Investments Commission (ASIC) has released new regulatory guidance that will help financial planners and insurers settle simple disputes with their clients. The guidance issued today will affect financial services licensees ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
Wealth managers already struggling to defend their business models against intra-fund advice and MySuper reforms are set to be confronted by even bigger challenges - this time from a new breed of product providers built solely to cater for self-directed ...

ASIC retains key role as fin planning regulator: Shorten

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
The Australian Securities and Investments Commission (ASIC) will retain its role as sole regulator for the financial planning industry but will work with the Tax Practitioners Board (TPB) to maintain standards in tax advice. The Treasury released its ...

Sunsuper launches planner scholarship

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
... budding female financial planners. The inaugural Marion Munro scholarship, established in honour of a Sunsuper financial planner who lost her life to breast cancer in 2008, has been awarded to three applicants - Christina Dobson, Amalie White, and Kirsty ...

Henderson Maxwell launches DIY planning guide

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
Sam Henderson, chief executive and senior financial planner with Henderson Maxwell, has launched a DIY financial planning book designed to reach those who don't have a financial planner and bring more credit to the industry which he said has received ...

US reforms open doors for tax-savvy advice

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
Financial planners in the US have welcomed proposed reforms that will call to an end a government ruling that stops them from recommending certain tax strategies. The planning industry welcomed the decision of the US Senate Committee on the Judiciary ...

Treasury targets $18.8bn in lost super

ELISE BURGESS  |  MONDAY, 7 FEB 2011
... a number of submissions and we are always supportive of measures that make it easier for the client and the financial planner to use the superannuation system," said Mark Rantall, chief executive FPA The use of tax file numbers as primary account identifiers ...