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Showing 1921 - 1930 of 2303 results for "Financial Planner"

Managed accounts move one step closer to benchmarking

Members of the Institute of Managed Account Providers (iMAP) have formed a working group that will help develop the standards for benchmarking managed accounts (MAs), in a bid to help financial advisers compare MAs in a uniform format. Ratings agency ...

Members need help comparing funds: Newspoll

ALEX DUNNIN  |  THURSDAY, 26 JUL 2007
... fund, which effectively matches the additional 19 per cent who said they switched because of advice from their financial planner. Hugh Elvy, financial planning and superannuation manager at the Institute of Chartered Accountants, said the survey results ...

FPA lends farmers a helping hand

HAMISH MADDEN  |  TUESDAY, 24 JUL 2007
The chair of the Financial Planning Association (FPA), Corinna Dieters, yesterday announced a pilot project for planners to help drought affected farmers free of charge, potentially the first of many pro bono projects for needy Australians. Dieters ...

Austock appoints new head

Austock Securities has appointed former Garrisons head Michael Farrell as its new head of wealth management and private clients. Prior to joining Austock, Farrell was managing director of Garrisons Pty Ltd, spearheading both the financial planning business ...

AMP takes underwriting online

... online desktop solution easywrite office. The solution allows customers to complete a personal statement in their financial planner's office and rides on the back of the success of AMP's easywrite tele, where customers apply for insurance via the phone. ...

Financial Simplicity powers Portfolio Express

Financial Simplicity has launched Portfolio Express, a model portfolio rebalancing tool tailored to the needs of financial planners. "Portfolio Express differs from many portfolio rebalancing solutions in the market in that it allows an adviser to also ...

Start saving for education early: Lifeplan

With the total cost of education almost on par with the cost of an average suburban home, Lifeplan Funds Management has launched an education savings fund designed to help parents avoid future school expenses headaches. The group's Lifeplan Education ...

Austock MAs to be powered by Financial Simplicity

HAMISH MADDEN  |  WEDNESDAY, 4 JUL 2007
Austock Securities has chosen Financial Simplicity to provide the infrastructure for its managed accounts capabilities. The Financial Simplicity software will be implemented by Austock to power its portfolio management capabilities, including enabling ...

Member TFNs now law but problems persist

ALEX DUNNIN  |  MONDAY, 2 JUL 2007
... their fund, but that doesn't mean concerns about how the legislation operates have subsided. Josel Ginsburg, a financial planner with the Financial Wisdom group, said the new requirements are "about to create a monumental blunder" because the legislation ...

Bank planners promote gearing strategies

WWW.THESHEET.COM  |  MONDAY, 2 JUL 2007
One issue hotly debated in the financial planning community in the months leading up to the 30 June superannuation contribution deadline was whether to recommend that clients use debt to help them reach the $1 million contribution limit. While independent ...