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Showing 1941 - 1950 of 2303 results for "Financial Planner"

Industry funds to boost planner numbers

CHRIS NICHOLLS  |  WEDNESDAY, 13 JUN 2007
... aggressively for members to get financial planning when the majority would end up going to a retail fund aligned financial planner?"

Sunsuper seals admin deal with a twist

While many financial planners are moving towards the fixed fee model, fund administration services providers are running in the opposite direction, as evident from the recent Sunsuper and Citistreet deal. Sunsuper has continued its contract with fund ...

Suncorp planners ride groundswell of activity

Queensland-based Suncorp Financial Planners reported a 160 per cent increase in financial plans prepared over the past year. The dollar value of financial plans also increased by 82 per cent since May last year. "We're seeing a lot of cash contributions ...

BT Wrap technology in full throttle

... brokers such as Commsec and E*Trade are much more advanced in equity capabilities compared to the representative [financial planner] systems and what we're trying to bring on board is those same equity capabilities." This week the group announced that ...

Planners should not face criminal charges: FPA

HAMISH MADDEN  |  MONDAY, 4 JUN 2007
The Financial Planning Association (FPA) is arguing for the removal of criminal sanctions for advisers who fail to provide disclosure to clients, claiming the current regime is "excessive, unjust and contributes to fear and uncertainty". In a submission ...

Push button payment system at fundie fingertips

Seven years after InvestmentLink introduced a payment management system that became hugely popular with planners and dealer groups, the company is set to launch a similar product, this time for the fund managers and platforms. Called the Remuneration ...

Caught in the Web 2.0

Fund managers and financial planners should start using social computing tools such as wikis and blogs to engage investors and retain staff, said technology expert and Longhaus' managing director, Peter Carr. Speaking at the Rainmaker Marketing Symposium ...

Boomers can be choosers

Investment product design expert Paul Resnik has urged financial planners to abandon traditional methods of providing financial advice if they want to establish a meaningful relationship with their clients. Speaking at the Rainmaker Marketing Symposium ...

Macquarie signs InfoComp for debt and alternatives

InfoComp has scored a coup by being selected by Macquarie to provide a host of software solutions, including solutions for Macquarie gearing products and alternative investments. Under the deal, Composer will support four critical functions: sales and ...

HFA adds to distribution team

HAMISH MADDEN  |  TUESDAY, 29 MAY 2007
... distribution, following the promotion of Dan Abbink to national sales manager. Vaughan Henry joins HFA as a certified financial planner with a diploma of financial planning and 18 years industry experience. He will be responsible for maintaining and ...