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Showing 1411 - 1420 of 2303 results for "Financial Planner"

SMSF advisers back FOFA call to upskill

SPAA RELEASE  |  WEDNESDAY, 1 SEP 2010
More than 90 per cent of SMSF advisers support raising competency levels through the proposed Future of Financial Advice Reforms - while 6 out of 10 advisers agree SMSF auditors should be registered with ASIC, new research shows. According to the 2010 ...

More million dollar members for MDRT

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Million Dollar Round Table (MDRT) has welcomed a number of new members to its ranks as more financial planners are finding themselves successfully qualifying for membership. New members include Max Moodley, Graham Craig, Sam Capra, Mark Osborne, Marc ...

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
... managing and understanding the associated investments risks, not just returns. He also pointed out that one financial planner who recommended Basis Capital successfully challenged a complaint because he was able to adequately establish the due diligence ...

Australians up on luck, down on savings

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... aged pension." Financial planners have made their own attempts at engaging consumers, according to certified financial planner Matthew Walker from WLM, yet consumers themselves are going to have to take control of their financial interests more if they ...

Spoilt for investment choice

JOHN MCDULING  |  TUESDAY, 31 AUG 2010
When it comes to the number of investment options offered by super funds, Australians say 'less is more', research shows. More than half the 1,300 respondents in the survey by super fund legalsuper said the fund's menu of 11 investment options was "about ...

New tech offers high data protection

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... of systems, applications, settings and personal files all of which are well suited to the daily demands of a financial planner, said Simon Howe, country manager of Acronis ANZ. "Increasingly today every IT user from home to business has critical information ...

AFA launches FOFA Working Group

ELISE BURGESS  |  MONDAY, 30 AUG 2010
The Association of Financial Advisers (AFA) has launched the Future of Financial Advice (FOFA) Working Group. "We believe the Working Group will lead the way in informing the Government on the real impact of reform on consumers, advisers, the financial ...

Investors call planners to charge performance-based fees

RUTH LIEW  |  THURSDAY, 26 AUG 2010
Performance-based fees have traditionally been the domain of fund managers - but research shows a growing number of investors are urging financial planners to start adopting this fee structure. Mark Johnston, principal of research firm Investment Trends ...

ClearView Wealth FUMA hits $3.1bn

ELISE BURGESS  |  WEDNESDAY, 25 AUG 2010
Former CommInsure chief executive Simon Swanson makes his first appearance as managing director of ClearView Wealth Limited today, announcing the group's strong set of results following a company restructure and new focus. As of June 2010, the ClearView ...

Snowball stays on track

ELISE BURGESS  |  TUESDAY, 24 AUG 2010
Snowball Group Limited saw funds under management and advice rise 19 per cent to $4.8 billion and management is planning for a busy year ahead. Snowball announced that its underlying NPAT up 2 per cent to $6.2 million, while its funds under management ...