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

Search Results

Showing 1981 - 1990 of 2303 results for "Financial Planner"

Bendigo banks on advice

Tomorrow's bank will no longer just ring the tills, it will also give financial advice while you wait, judging from Bendigo Bank's corporate strategy. From its humble beginnings as a small community bank in Bendigo, the bank has grown into a 300-branch ...

Perpetual repatriates UK pension benefits

NICK OLIVER  |  TUESDAY, 13 FEB 2007
The British pensions regulator, Her Majesty's Revenue and Customs, has awarded Perpetual Wealthfocus 'Qualifying Registered Overseas Pension Scheme' (QROPS) status as part of recent legislative changes. This recognition means that UK expatriates will ...

MEB warns on reverse mortgages

Members Equity Bank, the bank owned by super funds, has warned consumers against using reverse mortgage products, claiming that financial planners will use equity release-type products to boost their incomes. Trowbridge Deloitte conducted a study last ...

Bluestone targets the smaller end of town

HAMISH MADDEN  |  MONDAY, 5 FEB 2007
Bluestone Group is striding into more new territory with the announcement that it is establishing a new lending arm servicing the self-employed, sole traders and professional investors in the $10 billion commercial property market. The group has established ...

Time to talk about asset classes: MTAA Super

ALEX DUNNIN  |  WEDNESDAY, 31 JAN 2007
Rapidly evolving investment attitudes to using risk criteria when assembling portfolios is challenging conservative and out-dated views about how we categorise assets, said Paul Watson, deputy executive director of award winning industry fund MTAA Super. ...

FPA opposes creation of product sellers

The Financial Planning Association (FPA) is opposing the Federal Government's proposal to create a distinction between product sellers and financial planners, claiming consumers will have less protection. The FPA has submitted a response to the government ...

Community CPS credit union launches Eastwoods FP

ALEX DUNNIN  |  TUESDAY, 30 JAN 2007
Recently merged and expanded credit union Community CPS has launched its in-house financial planning service, Eastwoods, already operating with $300 million in funds under advice (FUA). Kevin Benger, chief executive office of Community CPS, said, "We ...

Macq's the new kid on the SMA block

The private portfolio arm of Macquarie will begin offering separately managed accounts (SMAs) from April this year, joining the growing crowd of SMA providers hitting the market since BlackRock (formerly Merrill Lynch) launched its version a year ago. ...

Tricom gains approved rating

Tricom Income Fund, managed by boutique investment specialist Tricom Investment Management Limited (TIML), has notched an 'approved' rating from Aegis Research. Aegis said the fund is well structured and is suitable for investors who want an alternative ...

Praemium adds Vic State manager

HAMISH MADDEN  |  THURSDAY, 18 JAN 2007
Praemium Portfolio Services has announced the appointment of a Victorian State manager, giving the business servicing capacity nationwide. Damien Monahan steps into the role of Victorian State manager with 20 years of accounting and financial services ...