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Showing 1391 - 1400 of 2303 results for "Financial Planner"

Rise of the new rich

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
Financial planners have a new tool on hand to work out how best to cater for their next generation of clients following a new wealth report that shows which countries are breeding more billionaires and how they are investing their money. For decades ...

Key planners crucial when planning firms sell

RUTH LIEW  |  MONDAY, 11 OCT 2010
There are many ways to measure how much a financial planning practice or dealer group is worth when it is up for sale or eyeing a public float - high on this list is whether the key advisers are going to stay or not, industry experts say. Ian Jedlin ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
The annual Financial Wisdom Value of Advice awards recognised five financial planning practices for their contribution to the industry and clients ranging from retirement planning to pro-bono work. The winning advisers, who were selected from 50 entrants ...

AFA unveils Adviser of the Year Award finalists

AFA MEDIA RELEASE  |  THURSDAY, 7 OCT 2010
The Association of Financial Advisers (AFA) has named the finalists of the association's 2010 Adviser of the Year Award and has introduced a new category to reflect fierce competition this year for the top prize. AFA chief executive Richard Klipin said ...

AMP and Bendigo Bank align

ELISE BURGESS  |  WEDNESDAY, 6 OCT 2010
AMP Financial Services has formed a strategic alliance with Bendigo Bank, making AMP Flexible Lifetime Protection available across the bank's 460 branches. In a move illustrating AMP's plans to access and broaden its distribution reach of wealth solutions ...

SMSFs more sensitive to advice fees: report

JOHN MCDULING  |  TUESDAY, 5 OCT 2010
The global financial crisis has made self-managed super fund (SMSF) trustees more sensitive to fees, with 15 per cent of those surveyed in a new Investment Trends research expecting to pay less to access financial advice. The new research gives a glimpse ...

UBS poised to enter local ETF market

RUTH LIEW  |  FRIDAY, 1 OCT 2010
The local arm of UBS plans to launch its own range of exchange traded funds in Australia, as research mounts that more financial planners are allocating more client funds into ETFs. Ben Heap, managing director and head of Australia and New Zealand for ...

Female planners paid less

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
... Planning Association report 2010-2011 Financial Planning Salary Survey found that women working as a senior financial planner make around 4 per cent less than their male colleagues in the same position. For those working at the junior level of the financial ...

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
The Accounting Professional & Ethical Standards Board (APESB) has extended its consultation period on a proposal to ban members who offer financial planning services from charging asset-based fees from July next year. The Accounting Professional & Ethical ...

AMP appoints business partnership manager

MEDIA RELEASE  |  WEDNESDAY, 29 SEP 2010
AMP Financial Planning has appointed former Westpac lead state banker David Randall to the newly created role of business partnership manager. Randall will look after North Queensland, covering the area north from Rockhampton and west to Mt Isa. AMP ...