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

Search Results

Showing 1521 - 1530 of 2303 results for "Financial Planner"

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
Platform and admin providers have less than three weeks to map out a bid that could secure them a landmark contract from a new planning syndicate led by Wizard founder Mark Bouris and ex-Genesys head Ray Miles - but details of the bid suggest any deal ...

AMP and Hillross pledge $18,900 to charity

COMPANY RELEASE  |  THURSDAY, 28 JAN 2010
AMP and Hillross financial planners have pledged $18,900 to the Future2 Foundation, a charity that supports the financially under-privileged. The group's financial planners pledged donations by placing a 'leaf', which represents a $100 donation, on ...

Retirement savings gap to reshape Aussie workforce

MICHELLE BALTAZAR  |  WEDNESDAY, 27 JAN 2010
... including the rebating of the 15 per cent contribution tax for low-income earners. Paul Little, an award-winning financial planner at Landmark Financial Management, said there are sensible strategies that people can adopt today, even if they are in their ...

Legalsuper reviews financial planning services

RUTH LIEW  |  MONDAY, 25 JAN 2010
... members' existing relationships with advisers outside their fund. "Possibly they already have a relationship with a financial planner... so they don't need another planner with their super fund," he said. Meanwhile, a secret "shadow shopping" exercise ...

Unlisted property continue to pose liquidity headaches

JOHN KAVANAGH  |  FRIDAY, 22 JAN 2010
Changes to the liquidity of unlisted property securities has become a big portfolio construction issue for fund trustees, financial planners and investors. The move late in 2008 by a number of unlisted property fund managers to freeze redemptions has ...

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
Ongoing regulatory reviews are casting a shadow on the succession plans of financial advisers due to retire in the next few years, placing a big question mark on how they can value their business. Craig Meldrum, national manager in technical services ...

FinaMetrica rides regulatory wave

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
UK financial services regulatory reforms opened a new market for Australian-based FinaMetrica, a firm that provides financial advisers with a tool to assess their clients' risk tolerance. Paul Resnik, chief executive at FinaMetrica, said regulatory ...

Easier payments for advice: ANZ

RUTH LIEW  |  TUESDAY, 19 JAN 2010
ANZ Staff Super is making it easier for members to access financial planning - teaming up with ANZ Financial Planning to allow payment for advice debited straight from members' super accounts. According to ANZ Staff Super, the agreement will give eligible ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
Platform and financial services provider, netwealth, has bought national dealer group, Bridgeport Financial Services - marking the company's foray into owning planning practices directly. Bridgeport has offices in Adelaide, Melbourne, Sydney, Canberra ...

Add some sugar, then blend

COMPANY RELEASE  |  FRIDAY, 15 JAN 2010
Fidelity International has launched three online applications that can help financial advisers compare how their client's investment returns could change depending on the mix of managed funds, or exposure to China and India, within their portfolios. ...