Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1461 - 1470 of 2303 results for "Financial Planner"

Planners welcome comms ban

RUTH LIEW  |  WEDNESDAY, 2 JUN 2010
Half of Australia's financial planners view the government's ban on commissions as beneficial to the industry, according to an Investment Trends survey. According to the survey of 472 planners, 50 per cent believe the Government's intention to remove ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
The type of financial planners that will 'inherit the earth' are those with the best wealth transfer strategies to recommend to clients, research shows. Latest data from the Lifeplan Financial Advice Satisfaction Index show that 61.6 per cent of 400 ...

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... his objectives, he said. He wants to meet with local communities to ensure consumers are informed about how a financial planner could help them. "The untold story is when people don't see a financial planner and don't have adequate insurance, something ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
High net worth (HNW) investors are more satisfied with the service they receive from a financial planner than a personal relationship manager and private banker, according to a new report. The Investment Trends/Centric Wealth High Net Worth Investor ...

Orion still well regarded despite downgrade: CEO

MICHAEL HOBBS  |  TUESDAY, 18 MAY 2010
Orion Asset Management expects continued support from financial planners despite a ratings firm downgrade of their Australian equities fund in a recent peer review. Tim Ryan, chief executive and chief investment officer at Orion, said the fund manager ...

Macquarie Life releases flexible insurance

MICHAEL HOBBS  |  TUESDAY, 18 MAY 2010
Macquarie Life has launched an insurance product that allows clients to make multiple claims under the same policy and provides greater flexibility on the definitions of conditions. The Macquarie Life Active enables clients to claim when circumstance ...

AXA protects retirement income

MICHAEL HOBBS  |  FRIDAY, 14 MAY 2010
AXA Australia has launched the phase of its North product that guarantees income in retirement. Adrian Emery, manager of sales and marketing at AXA Australia, said the financial planning industry has mainly focused on accumulating assets for baby boomers ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
James Purvis, founder of one of the biggest financial planning research groups in Australia, has opened an implemented portfolio business that's attracting mandates from the managed account market. He founded Purvis, van Eyk and Company in 1989, now ...

Budget underwhelms planning groups

MICHAEL HOBBS  |  WEDNESDAY, 12 MAY 2010
Financial planning groups have applauded tax discounts on savings and higher super guarantee payments, but most don't expect the Federal Budget's announcements will heavily impact client strategies. The Rudd Government's Federal Budget announced last ...

Alliance Bernstein loses staff from Aus Equity Growth and Ind'l funds

MICHAEL HOBBS  |  MONDAY, 10 MAY 2010
... of Carlberg and the three analysts is a significant development and is recommending investors contact their financial planner to gain advice on switching or redeeming funds. Nathan Bode, analyst at the ratings firm, said S&P is now concerned with the ...