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Showing 1471 - 1480 of 2303 results for "Financial Planner"

AFS deal raises Asian opportunities

MICHELLE BALTAZAR  |  FRIDAY, 7 MAY 2010
Dealer group Australian Financial Services Group (AFS) remains mum on the identity of its potential buyer but said the deal could potentially open up its financial planners to clients and products outside Australia, particularly in the broader Asian ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
AXA is working with its financial planners to ensure they are compliant with its fee-for-service structure by July this year. Simon Wallace, general manager of advice and licensing at AXA, said the firm had been working with its financial planners for ...

Paragem targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
Paragem has launched its portfolio construction and implementation business and aims to attract 10 dealer groups to the service in 12 months. Implemented Portfolios provides a portfolio construction and implementation solution that allows advisers to ...

FPA appoints Rantall to top job

MICHAEL HOBBS  |  WEDNESDAY, 5 MAY 2010
... managed distribution at Sealcorp, which was renamed Asgard Wealth Solutions. He already chairs the FPA's Certified Financial Planner (CFP) Certification Committee and will officially take over the chief executive role from Deen Sanders in July this year. ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
The government's proposed reforms to compulsory super give financial planners more reason to look after their next generation of clients. The recommended SG lift from 9 per cent to 12 per cent by 2019/20 will, unfortunately, mean little for those who ...

Managed accounts forum tackles key issues

RUTH LIEW  |  FRIDAY, 30 APR 2010
From how new regulation favours managed accounts to practical ideas on how to use IMAs and SMAs, planners will hear from the industry's top guns at this year's Managed Accounts for Financial Planners forum. The event will feature industry experts from ...

MLC launches high income protection

MICHELLE BALTAZAR  |  FRIDAY, 30 APR 2010
MLC raises the stakes in income protection with its new product designed for high income earners, offering financial planners the choice to give their HNW clients as much as double the industry standard in monthly benefits. White collar professionals ...

HSBC funds now on IOOF platforms

COMPANY RELEASE  |  THURSDAY, 29 APR 2010
Financial planners can now access the HSBC GH Diversified Strategy Fund and HSBC Asia Select Equity Fund through IOOF's investment platforms, including Pursuit Select. The HSBC GH Diversified Strategy Fund provides access to a fund of hedge funds strategy ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... whether the changes will encourage consumers, who have never accessed professional advice before, to seek a financial planner. The proposals are set to take effect on July 2012, if they become law, and will apply to all financial products (managed investment ...

FPA and AFA back members to remain in industry

MICHAEL HOBBS  |  TUESDAY, 27 APR 2010
Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) do not expect many of their members to exit the industry as a result of the government's financial advice reforms. Deen Sanders, acting chief executive at the FPA ...