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Showing 1721 - 1730 of 2303 results for "Financial Planner"

FPA heads to eye of Storm

MICHAEL HOBBS  |  MONDAY, 2 FEB 2009
The key team behind the Financial Planning Association (FPA) is travelling to Townsville, Queensland to speak to those directly affected by Storm Financial's advice and the firm's subsequent collapse. Speaking at a press conference on Friday, Jo-Anne ...

Communication top priority for 2009

RUTH LIEW  |  TUESDAY, 27 JAN 2009
... is, remember that the work we do is based on the long term - it's not day trading," said Fox. Riegelhuth, a financial planner with Synchron, echoes Fox's sentiments. "Top challenge would be continuing to educate our clients on the current economic climate," ...

Free cash flow wins mandates

RUTH LIEW  |  FRIDAY, 23 JAN 2009
Free cash flow is a recipe for strong above benchmark returns amid turbulent times, according to Epoch Investment Partners, which recently won a $173 million mandate from Suncorp. According to Andrew McKinnon, chief executive of Grant Samuel Funds Management ...

End 'set and forget' strategy: van Eyk

MICHAEL HOBBS  |  WEDNESDAY, 21 JAN 2009
Financial planners must drop the traditional 'set and forget' strategy and become more dynamic to ensure their client portfolios are able to deal with changing macro economic conditions, according to van Eyk. Nigel Wilkin-Smith, van Eyk head of the ...

Dealer groups bank on strong balance sheets

MICHAEL HOBBS  |  TUESDAY, 20 JAN 2009
Key dealer groups Australian Financial Services, The Salisbury Group and Snowball step up to explain their business models after the Storm Financial collapse. While Storm Financial is one of hundreds of dealer groups in the market, its troubles stemming ...

Storm staff lose jobs

MICHAEL HOBBS  |  FRIDAY, 16 JAN 2009
Voluntary administrators, Worrells Solvency and Forensic Accountants have closed Queensland based financial planning group Storm Financial resulting in 115 staff members losing their jobs. According to a statement, Worrells Solvency and Forensic Accountants ...

Storm enters voluntary administration

MICHAEL HOBBS  |  TUESDAY, 13 JAN 2009
... Worrells Solvency & Forensic Accountants before publication. The Financial Planning Association (FPA) set up a financial planner referral service to Storm Financial clients who had received margin calls and want to improve their financial position last ...

Planners turn to cash and TD funds

MICHELLE BALTAZAR  |  MONDAY, 12 JAN 2009
Cash and term deposit funds from St George, UBS and Adelaide Bank led the list of Aviva's top 10 funds for net inflows during 2008 while Platinum International Fund and Perpetual Wholesale Industrial Fund suffered the highest level of redemptions over ...

Dealer group demand spurs CLS growth

MICHAEL HOBBS  |  FRIDAY, 12 DEC 2008
... Financial Planning and Charter Financial Planning. Peter Estcourt, who has worked as a chartered accountant, financial planner and national business development manager, supports Smyth in the business.

Embrace the recession: Salt

MICHAEL HOBBS  |  FRIDAY, 12 DEC 2008
Financial planners should welcome a recession because it weeds out less capable planners and allows solid practices to pick-up market share and grow, according to Bernard Salt, a leading commentator of demographic and consumer trends. Salt said it's ...