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Showing 1361 - 1370 of 2303 results for "Financial Planner"

Planners select HUB24

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
The managed accounts sector wins a fresh batch of advocates after unified managed accounts provider HUB24 signed five dealer groups, representing $650 million in assets, to its UMA platform. The dealer groups, some using managed accounts for the first ...

Shorten to tighten tax agent rules for planners

MEDIA RELEASE  |  MONDAY, 29 NOV 2010
The government is looking to improve the regulation of financial planners who offer tax agent services, following the release of an options paper today. In a media statement, assistant treasurer and minister for superannuation, Bill Shorten, said financial ...

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
Dennis Jones, Charles Badenach and Stephen Priestley have been named this year's Financial Planning Association Value of Advice award winners. Jones, Badenach and Priestley were announced as winners of the awards respectively for wealth accumulation ...

Rowe takes FPA chair

ELISE BURGESS  |  FRIDAY, 26 NOV 2010
... promote the higher standards and professional standing of FPA practitioner members," said Rowe. A certified financial planner (CFP) and chair-elect of the FPA, Rowe has experience as the owner and managing director of Hood Sweeney, an Adelaide based ...

FPA launches new strategy, brand

JOHN MCDULING  |  THURSDAY, 25 NOV 2010
The Financial Planning Association has unveiled a new strategy and brand at the FPA National Conference on the Gold Coast this morning as part of a broader effort to restore consumer trust post-GFC. As part of the strategy, the FPA has proposed a number ...

Tyndall names head of retail

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
Tyndall Investments promoted Andrew Julius to head of retail, less than a fortnight after Japan-based Nikko Asset Management bought the fund manager from its previous owner, Suncorp Life. Julius' new responsibilities will include managing key relationships ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
Practice development firm, Elixir Consulting, has launched a practice management online service that can help advisers switch to fee-for-service a lot easier. Building on its already released book by the same name, the new program is for advisers that ...

CareSuper and ME take it to the streets

ELISE BURGESS  |  MONDAY, 15 NOV 2010
CareSuper talks to members in a local shopping mall in a bid to generate interest in super and financial advice. CareSuper has stepped up member services with an outreach approach alongside Members Equity (ME) bank, setting up in a ME branch to provide ...

Fee-for-service products gain pace

ELISE BURGESS  |  FRIDAY, 12 NOV 2010
With the deadline for proposed fee-for-service regulation closing in, new planning products and services are being launched to help planners handle the transition.E&W Strategic Partners, a boutique business strategy and improvement consultancy, has ...

The SMSF debt binge

JOHN MCDULING  |  TUESDAY, 9 NOV 2010
Gearing used by self-managed super funds has doubled over the past two years, largely to fund purchases of property, a new study has found. And the debt binge looks set to continue with another 40 per cent of SMSFs ready to embrace gearing over the ...