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Showing 1351 - 1360 of 2303 results for "Financial Planner"

Fin services firms rally to aid Queensland

RUTH LIEW  |  MONDAY, 17 JAN 2011
... established the Financial Planning Pro-Bono Referral Service to connect people affected by the floods with a local financial planner. "We're encouraging people affected by the floods and who want financial advice, to call the referral service to ensure ...

ASIC clears up online disclosure rules

ELISE BURGESS  |  WEDNESDAY, 15 DEC 2010
ASIC has made a bid to clear the uncertainty of what is legal - and what's not - when planners and financial service providers deliver online disclosure to clients. Financial services providers that send disclosures such as statements of advice to clients ...

Fiducian updates FORCe software

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
Fiducian has enhanced its FORCe financial planning software to give planners better tools to educate clients on the risk and rewards of investment gearing. Fiducian Portfolio Services has released an integrated sensitivity analysis module to test gearing ...

Green light for Milton merger

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
Milton Corporation and Choiseul Investments will merge after gaining 99 per cent shareholder approval, and the combined firm will place planners on the top of its list to do business with next year. The merged company will have $2 billion in assets ...

Fin services jobs on the rise

ELISE BURGESS  |  FRIDAY, 10 DEC 2010
... industry, up 51 per cent from last year. This would be welcome news after a May 2009 survey found the number of financial planner job advertisements fell by 60 per cent in the past 12 months. Tim Roche, career management practice leader at Right Management ...

Insurance platforms highly preferred: report

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
Some 80 per cent of advisers use platforms to write risk advice, according to latest figures from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms ...

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
UniSuper plans to expand its financial planning service next year after better-than-expected demand, with thousands of members using it to get general advice while around 700 requested tailored financial plans. UniSuper Advice, launched last December ...

More to retirement than super: planner

ELISE BURGESS  |  TUESDAY, 7 DEC 2010
... Australians had started to prepare," said Adrian Emery, AXA's general manager of sales and marketing. However, financial planner Marc Bineham, managing director of Noall & Co, said that while superannuation preparation is important, planners should look ...

Magill grows FUA as client base doubles

RUTH LIEW  |  MONDAY, 6 DEC 2010
... from zero to $5 million in the last nine months. Magill, along with her son Brian Magill who is a certified financial planner, are looking to again double the number of clients next financial year as part of the firm's growth strategy. "We've also been ...

ASIC slaps tough penance for fin services misconduct

ELISE BURGESS  |  FRIDAY, 3 DEC 2010
In a landmark case, a young broker charged with multiple counts of insider trading has received a four-and-a-half year jail sentence, the highest sentence on record for that offence in Australia. On December 2 John Joseph Hartman, 25, of Mosman, New ...