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Showing 1771 - 1780 of 2303 results for "Financial Planner"

Planners comment on EDR scheme

RUTH LIEW  |  TUESDAY, 9 SEP 2008
Financial planners will play an active stance in commenting on ASIC's newest proposal to increase the compensation cap to $280,000 in an external dispute resolution scheme. The Australian Securities and Investments Commission (ASIC) yesterday released ...

Consumer outlook slows climate cause

MICHAEL HOBBS  |  TUESDAY, 9 SEP 2008
Financial planners may find it hard convincing clients about the benefit of socially responsible investments after a new consumer sentiment report found Australians want to take action on climate change as long as it doesn't cost them anything. The ...

Sentry expands into Qld

MICHAEL HOBBS  |  MONDAY, 8 SEP 2008
Sentry Financial Group purchased Queensland based dealer group Keating McCullough & Associates inline with its strategy to become a top 20 national dealer group in three years. Sentry Financial Group now has 12 dealerships as a result of the purchase. ...

Raise your fixed income bet: van Eyk

MICHAEL HOBBS  |  FRIDAY, 5 SEP 2008
Financial planners should reassess their clients' exposure to the fixed income sector after a van Eyk review found diversified income managers are primed to take advantage of investment opportunities in credit securities. The firm's diversified income ...

Broken hearts from empty pockets

MICHELLE BALTAZAR  |  THURSDAY, 4 SEP 2008
... higher education." To counter their worries, Bryant suggested consumers get expert help. "People who don't have a financial planner could be tempted to make bad decisions, such as selling out of markets completely and crystallising their losses, and ...

Negline joins Rainmaker

MICHELLE BALTAZAR  |  WEDNESDAY, 3 SEP 2008
Tony Negline has joined the Rainmaker Group, publisher of Financial Standard, as Technical Services Editor, heading the company's technical services library and CPD services for financial planners. In the newly created role, he will be the Editor of ...

Long-term service doesn't guarantee referrals

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
... of building and maintaining a relationship with their clients. Chris Browne, Financial Design for Life senior financial planner, said the survey results confirmed his business strategy to send a quarterly information package to each client. "I think ...

Defeat death taxes when merging accounts

RUTH LIEW  |  FRIDAY, 15 AUG 2008
Older Australians looking to merge their pension and super accounts be warned: your death taxes may be higher than you bargained for. Martin Murden, director of Partners Superannuation Services, said merging the two accounts can sometimes increase the ...

Westpac FP turns to experience

MICHAEL HOBBS  |  FRIDAY, 15 AUG 2008
... report to their respective state head. According to a BT spokesperson, Westpac will cut the number of 'foundation financial planner' positions - its most junior financial planners - from 115 to 70 planners. The restructure means the junior planners ...

Thirst for planners soars 55pc

RUTH LIEW  |  FRIDAY, 8 AUG 2008
Australia's demand for professional financial planners is expected to grow by 55 per cent in the next five years, said the Financial Planning Association of Australia. According to new research by the FPA's Future Financial Planners Council, the demand ...