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

Search Results

Showing 1531 - 1540 of 2303 results for "Financial Planner"

Star ratings face predictability test

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
... in recent years. Using ratings data for the three years ended September last year, the results suggest that a financial planner is not necessarily better off when choosing a higher-rated fund. For example, Advisor Perspectives found that a five-star ...

CFS halts mortgage fund redemptions

MICHAEL HOBBS  |  THURSDAY, 14 JAN 2010
Colonial First State (CFS) has told investors in the $850 million Mortgage Income fund the window to access redemptions has closed after it found a small number of mortgages within the portfolio could become bad debts. A CFS spokesperson said the firm ...

AXA adds 20 funds to APL

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
AXA Australia has added 20 funds to its approved product list (APL), including those from Aberdeen, Barclays Global Investors and Magellan, to provide a wider choice of index and income funds to financial planners. The AXA APL includes 51 fund managers ...

Planners locked out of SMSFs

MICHAEL HOBBS  |  WEDNESDAY, 16 DEC 2009
... certain activities with extra fees associated with ongoing advice. In contrast, a 'retainer' approach means a financial planner provides an ongoing advice service and the fee is based on the size of the SMSF's assets. Separately, the Cooper Review also ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS  |  TUESDAY, 15 DEC 2009
The Cooper Review has challenged the SMSF sector on how it deals with illegal early release schemes, the credentials of accountants and financial planners that offer advice to SMSFs and whether certain financial assets currently allowed should be banned. ...

AMP and AXA SA propose final offer

MICHAEL HOBBS  |  MONDAY, 14 DEC 2009
AMP and AXA SA have sweetened the bid for AXA Asia Pacific, increasing the cash component of the proposal in a move that the firms said is their best and final offer. The revised proposal means AXA Asia Pacific's minority shareholders are being offered ...

Brand survey highlights top banks

MICHAEL HOBBS  |  FRIDAY, 11 DEC 2009
A brand survey of the major banks in Australia could shed some light on how consumers may view their wealth management products. Each bank or financial institution distributes wealth management products including superannuation and managed funds to ...

Motorcycle diaries

RUTH LIEW  |  FRIDAY, 11 DEC 2009
From fund managers to top financial planners, some of the industry's biggest guns have one thing in common with their passion for finance - riding motorbikes. Motorcycling is often a hit and miss exercise. You either fall in love with it, or you don't. ...

Zenith wins AdviceIQ research mandate

COMPANY RELEASE  |  WEDNESDAY, 9 DEC 2009
Zenith Investment Partners has formed an alliance to provide research services to Sydney-based dealer group, AdviceIQ Partners. AdviceIQ was established earlier this year by industry professionals Tony Madden, Angus McLeod and Bronny Speed. Under the ...

Securitor adds planners and expands research

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
Westpac-owned Securitor has grown its number of practices by 16 over the past year and has set in motion a new strategy to offer planners more investment research and aid them in their work. Neil Younger, head of Securitor, said the dealer group, which ...