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Showing 1711 - 1720 of 2303 results for "Financial Planner"

Treasuries still strong: ML

RUTH LIEW AND MICHAEL HOBBS  |  THURSDAY, 19 FEB 2009
Investors with funds invested in US Treasuries should hang on to their investments for at least the next six months - despite some punters voicing fears that the sector might be next asset class in the US to implode, according to an industry expert. ...

Self-employed are more picky with advice

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
... self-employed clients were not happy with the implementation, communication and review strategies used by their financial planner. Rod Bertino, Business Health partner, said financial planning practices should partner with accounting firms, develop a ...

Future2 calls for bushfire donations

PRESS RELEASE  |  MONDAY, 16 FEB 2009
The Future2 Foundation has launched an appeal for the victims of the Victorian bushfires and is calling the financial planning industry to give generously. The appeal will be promoted to all 12,000 Financial Planning Association (FPA) members in a newsletter. ...

Qld firm to restore "faith" in planning

MICHAEL HOBBS  |  MONDAY, 16 FEB 2009
... restore the community's faith in financial planning services. Trudy Heins, Aylesbury Financial Group senior financial planner - business development, said public sentiment on financial planning industry had waned recently. "In and around Queensland there's ...

Planners to face cashflow crunch

MICHELLE BALTAZAR  |  FRIDAY, 13 FEB 2009
... their banker about needing extra help, the better, said one banking specialist. Malcolm Arnold, head of NAB's financial planner banking team, said the next couple of months will be critical because it is the time many financial planning firms have to ...

CommBank's 64,245 margin calls

WWW.THESHEET.COM  |  THURSDAY, 12 FEB 2009
The share market meltdown forced CommBank to triple the number of margin calls in the second half of last year. The impact was that the size of the margin loan book plunged from $8 billion to $5.5 billion in six months, though this is in line with the ...

Women take control of finances

COMPANY RELEASE  |  TUESDAY, 10 FEB 2009
Women are more likely to use a financial planner, own investment property and trust the past performance of investment strategies than men, new RaboPlus research found. The study, undertaken by Rabobank's online banking division, found women are 20 ...

FPA stops "highly offensive" ads

MICHAEL HOBBS  |  MONDAY, 9 FEB 2009
The Financial Planning Association (FPA) has obtained a Federal Court injunction stopping Bannister Mansfield Financial Services and the firm's director from publishing ads featuring the FPA. The FPA's solicitors asked Bannister Mansfield Financial ...

Options for retiring SMSF trustees

RUTH LIEW  |  FRIDAY, 6 FEB 2009
... limited to a list acceptable to the approved trustee, and can continue to rely on advice provided by a separate financial planner. However, SAFs are typically more expensive to run than SMSFs because of the fees payable to the trustee. On the other hand ...

SuperCentral hires Negline

COMPANY RELEASE  |  THURSDAY, 5 FEB 2009
SuperCentral has hired Tony Negline as a consultant to promote the firm's online self managed super fund (SMSF) trust deed update service. Negline previously worked at ING Australia and opened his own consultancy business in 2001. He will promote SuperCentral ...