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

Search Results

Showing 1931 - 1940 of 2303 results for "Financial Planner"

InvestorWeb research for sale?

It is understood that the sale document for InvestorWeb, the managed funds research arm of IWL, is circulating in the market two months after IWL divested its financial software business VisiPlan. As reported previously by Financial Standard, InvestorWeb ...

Credit Suisse puts twist on hedge indexing

Credit Suisse has launched a new indexed leveraged hedge fund, with a unique daily liquidity feature and exposure to multiple hedge fund strategies and managers. The Credit Suisse/Tremont Index Strategies Fund, which opened two weeks ago, provides retail ...

Ord Minnett adds to planning team

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
... Canberra, Adelaide, Brisbane, the Gold Coast, Buderim and Mackay. Williams, a qualified lawyer and certified financial planner, has run his own legal practice for more than 10 years specializing in estate planning, superannuation death benefits, wills ...

Success of planners a double-edged sword

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
... the system; the opposite of the original desired effect. "There's a practical limit to the number of people a financial planner in any given week and my sense is that there's a lot more people who could well do with getting advice and I think that one ...

Industry cheers red tape cuts

The Simpler Regulatory Bill passed last week will reduce the compliance burden and costs associated with advice for investments or superannuation amounts under $15,000, a move welcomed by the Financial Planning Association (FPA) and the Institute of ...

Symantec warns on tax time cybercrime

Leading protection software provider Symantec has urged consumers and businesses to be more vigilant around tax year end after the group's research found more sophisticated and heightened phishing attacks around 30 June. The term 'phishing' refers to ...

People to power advice of the future

A financial planner's biggest expense - people - is also their biggest asset and will power the success of practices into the future. Speakers at yesterday's Association of Financial Advisers (AFA) and Financial Standard Luncheon Club Series for Financial ...

SEQUAL to boost reach through education

CHRIS NICHOLLS  |  TUESDAY, 19 JUN 2007
Reverse mortgage industry body SEQUAL has appointed Kevin Conlon as head of education as part of a bid to boost the reach and understanding of reverse mortgages by brokers and planners. This focus on education comes as the Australian Securities and ...

IRESS snaps up Spotlight

Fresh from its recent acquisitions of PlanTech and VisiPlan, IRESS Market Technology is making its presence felt in South Africa with the acquisition of planning software provider Spotlight Interactive for $6.4 million. The South African software business ...

RECP goes north

CHRIS NICHOLLS  |  MONDAY, 18 JUN 2007
Real Estate Capital Partners (RECP) will expand its services by opening a Brisbane office and appointing a specialist direct property fund manager. RECP managing director, Andrew Saunders, said the expansion was a response to strong continuing demand ...