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

Search Results

Showing 1571 - 1580 of 2303 results for "Financial Planner"

Warning signs in consumer wealth report

ALEX DUNNIN  |  WEDNESDAY, 28 OCT 2009
... funds. But the big warning sign for all wealth managers is that "clients who obtained their super through a financial planner probably consider that the additional fees they pay are not compensated for with superior performance of the fund." The result ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
AMP has told fund managers if they want to be on the group's 1,600-strong financial planning network's approved product list (APL), their products must not include any commissions. Steve Helmich, director Financial Planning, Advice and Services at AMP ...

Premium appoints Queensland specialist

COMPANY RELEASE  |  MONDAY, 26 OCT 2009
... Group, as well as holding previous positions as a business development manager with PIS and experience as a financial planner with Westpac Group. Last month, the firm appointed former Westpac executive, Pierre Leung, as Asia investment specialist for ...

Premium eyes more practices

MICHAEL HOBBS  |  MONDAY, 26 OCT 2009
Premium Wealth Management is in talks with a dozen practices to join its ranks and is also looking at ways to access separately managed account (SMA) technology. Chris Saunders, chief executive at Premium Wealth Management, said the business is talking ...

Budget, what budget?

MICHELLE BALTAZAR  |  FRIDAY, 23 OCT 2009
Financial planners will struggle to get many Gen-Yers to follow financial advice after yet another study found one in four have never budgeted in their life and, even when they do, it's to blow the lot on a holiday. St. George Bank commissioned a study ...

FPA board approves move away from commissions

COMPANY RELEASE  |  FRIDAY, 23 OCT 2009
... from a commission-based model by July 2012. The FPA received more than 250 responses to its consultation paper "Financial Planner Remuneration" released in May, which helped the board develop the approved policy. "Our job is to ensure our members continue ...

FPs and accountants at odds on SMSF strategies

MICHAEL HOBBS  |  TUESDAY, 20 OCT 2009
Financial planners are almost three times as likely than accountants to place self managed super fund (SMSF) clients on a platform, highlighting key differences in how the two professions are dealing with this booming market segment. The Investment ...

Challenger takes annuities to platforms

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
... launched its Guaranteed Income fund, a unitised annuity investment fund onto the BT Wrap platform following financial planner demand for more income products. The fund invests in annuities issued by Challenger Life and investors can select between three ...

Perennial recruits investment specialists

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
Perennial Investment Partners has hired three new investment specialists to service the firm's planner and dealer group clients. John Negri has been appointed investment specialist servicing Victorian and South Australian financial planners. Andrew ...

Investors back structured prod investments

MICHAEL HOBBS  |  MONDAY, 19 OCT 2009
Self managed super fund (SMSF) trustees and financial planning clients are snapping up structured products that provide exposure to local and Asian markets, with one provider of the products gaining more than $100 million in just 18 months. Instreet's ...