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

Search Results

Showing 1541 - 1550 of 2303 results for "Financial Planner"

Financial Wisdom names its best

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
Wealthwise has won the Financial Wisdom 2009 Practice of the Year for the second year running and Adam Watts was awarded Rising Star of the Year. The West Australian-based financial planning firm won the award based on a number of categories including ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
AXA Asia Pacific makes a big push into the SMSFs sector, flags plans to remove all entry, exit and trail commission products from its APLs and unbundle advice fees from product fees on all of AXA's on-sale products. In an investor presentation today ...

Virgin Super eyes SME market

MICHAEL HOBBS  |  TUESDAY, 1 DEC 2009
Virgin Super has gained more than $300 million in funds since launching four years ago and plans to target financial planners specialising in small to medium enterprises (SME) to gain more inflows. Matt Baxby, chief executive at Virgin Money Australia ...

Perpetual names super and investment exec

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Perpetual has promoted Michael Miller, former chief financial and operating officer in Perpetual Investments Business Services, as group executive of its superannuation and investment solutions business. Miller has worked at Perpetual for eight years ...

ETFs delve deeper into China

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
Australian financial planners may soon be able to diversify their exposure to emerging markets after iShares launched its China A Share exchange traded funds (ETF). The five ETFs started trading in Hong Kong last week and are not yet available to Australian ...

IOOF eyes more cost cutting

MICHAEL HOBBS  |  MONDAY, 30 NOV 2009
Chris Kelaher, managing director at IOOF Holdings, has flagged cutting the number of products and services, including investment platforms, the business provides to financial planners. In his first operational address since being appointed managing ...

CPRS chaos poses big risks for fin services

ALEX DUNNIN  |  FRIDAY, 27 NOV 2009
... Parliament and, with significant looming reforms likely to be presented to Parliament next year on issues such as financial planner fiduciary responsibilities, superannuation tax concessions and the role of regulation, the ramifications could be far ...

The downside of Ripoll

MICHELLE BALTAZAR  |  TUESDAY, 24 NOV 2009
The challenge facing financial planners in complying with the Ripoll Report's recommendation of legislating fiduciary duty is how it can be codified, said a law expert. Michael Peters, business law lecturer from the University of New South Wales, said ...

Ripoll heats up sales or advice debate

RUTH LIEW  |  TUESDAY, 24 NOV 2009
Are financial planners sales professionals or do they advice clients to use products that best suit their needs? The Ripoll Inquiry has taken a serious look at where planners' allegiances lie. In fact, the Inquiry has put the spotlight on the elephant ...

PJC points finger at Storm model

MICHAEL HOBBS  |  TUESDAY, 24 NOV 2009
The Parliamentary Joint Committee (PJC) has found the lack of information that banks could provide on margin loan accounts "deeply troubling" but also found Storm Financial's investment model significantly contributed to the problem. The PJC said while ...