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Showing 1401 - 1410 of 2303 results for "Financial Planner"

Intrust rolls out advice

RUTH LIEW  |  TUESDAY, 28 SEP 2010
... said. He is encouraging members to make use of Intrust360, particularly those currently being serviced by a financial planner. Intrust360 aims to give holistic advice and not just on superannuation matters. "Intrust360 offers strategies inclusive of ...

FPA chair to step down in November

JOHN MCDULING  |  MONDAY, 27 SEP 2010
... put herself forward for re-election at the annual general meeting in November. Her current deputy, certified financial planner Matthew Rowe, has been confirmed as chair elect. Last week, the FPA revealed that an unprecedented number of nominations had ...

Divorcing super

ELISE BURGESS  |  MONDAY, 20 SEP 2010
Divorce battle over self-managed super fund assets and art ownership within SMSFs raises tricky questions over what happens when only one of the splitting couple is a fund trustee. Many Australian couples are often unaware of the effect divorce can ...

Advisers champion responsible investing

RUTH LIEW  |  THURSDAY, 16 SEP 2010
Australian financial planners can learn from their UK counterparts on socially responsible investing - as British planners, not pension funds, lead the way in ESG issues, according to an expert. Alexis Krajeski, associate director governance & sustainable ...

Mistaken identity on term deposits

ELISE BURGESS  |  MONDAY, 13 SEP 2010
... as poorly informed as the research suggests. "Well, I think there are some wrong assumptions made about how a financial planner would use a term deposit in a client's profile," said Julie Berry, chair of Financial Planners Association of Australia. "Basically ...

LICs versus ETFs

ELISE BURGESS  |  THURSDAY, 9 SEP 2010
The issue of LICs and their younger cousin ETFs has risen yet again with a new Russell Investment report comparing the two investment vehicles, urging planners to look into ETFs as a new investment option. The benefits of such options include no entry ...

Let the lobbying begin

JOHN MCDULING  |  WEDNESDAY, 8 SEP 2010
The Independents holding the balance of power in Federal Parliament could be subjected to three years of intense lobbying as the financial services industry comes to grips with a minority government. Industry bodies remain united in their desire to ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
Dealer group Synchron's training conference next month for its financial advisers will be run entirely on an iPad, setting a technological milestone in the planning industry. Some 50 financial advisers who are attending the group's Next Generation Training ...

Sunsuper boosts relationships with retail hires

COMPANY RELEASE  |  THURSDAY, 2 SEP 2010
... experience and most recently worked with Commonwealth Financial Planning as a senior insurance specialist and financial planner. The newly appointed managers will be directly responsible for managing the relationships between Sunsuper and its existing ...

Equipsuper unveils fin plng campaign

MEDIA RELEASE  |  WEDNESDAY, 1 SEP 2010
... member forum. A quarter of the members who attended the initial forum requested a follow-up from an Equipsuper financial planner. Equipsuper Financial Planning's manager, Chris Winton, said he wanted to place financial planning within the comfort zone ...