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Showing 2111 - 2120 of 2303 results for "Financial Planner"

ASIC too soft on AFSL applicants: Aud Gen

ASIC has issued Financial Services Licenses (FSLs) in a rush and without properly inspecting applications from a number of financial planners, dealers and insurance brokers, according to a new Auditor-General report. The report by the national Auditor-General ...

AIOFP forms Westpoint Recovery Fund

... lawyers Slater & Gordon have joined the scuffle by offering their services to investors who may want to sue their financial planner. AIOFP's chief executive Peter Johnston said, "We see the financial planners funding the recovery process so their clients ...

Asgard puts cash first with eCASH and Cash Connect

In a move that cements Asgard Wealth Solution's role as a trendsetter in the platform sector, the group has announced the launch of two cash products designed to help financial planners manage the cash component of their client's accounts better. Asgard ...

FPA adds marketing man and banker to Board

The Financial Planning Association of Australia (FPA) has appointed new directors to its board commencing as current CEO, Kerrie Kelly, prepares for her departure. Bruce Foy, an investment banker, and Rob Gerrand, a marketing consultant, will replace ...

Macquarie fund units open for business

Macquarie Direct Property Management Limited (Macquarie Direct Property) has opened the first allotment of units in its open ended direct property fund since raising $236 million in its capital raising since October last year. The Macquarie Direct Propety ...

Deutsche appoint ahead of retail drive

Deutsche Asset Management (DeAM) has appointed a new head of retail distribution in Australia, ahead of the launch of several new global funds and alternative investment products. Chris Larsen, former head of retail distribution for Credit Suisse Asset ...

S&P appoint ahead of manager review

... previously held positions with Bridgeport Advisers and Asset Managers, in a research role, and has also worked as a financial planner.

Asgard enables advice through one-click software

Asgard Wealth Solutions is backing up its core strategy of 'enabling advice' with the planned late-2006 release of a 'state-of-the-art' software solution that will consolidate the software programs financial planners use in the day-to-day running of ...

AXA launches pay-as-you-go adviser software

In a move that will be music to the ears of cost-conscious financial planners, AXA has struck a deal with software group IWL that allows advisers to adopt a pay-per-module model. The group claims the deal is the first offered by a licensee in Australia ...

ASIC launches consumer guide about planners

... with two new initiatives aimed at simplifying things for consumers. The first project is ASIC's co-release of a financial planner guide, prepared together the FPA. The regulator's second development is its ongoing work with the industry to simplify statements ...