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Showing 2121 - 2130 of 2303 results for "Financial Planner"

Machiavellian Macville gets prison term

A former financial planner and adviser from Queensland was sentenced to four and a half years imprisonment after being found guilty of six fraud charges. Robert Pierre Macville funnelled client funds of around $470,000 into his own private company Macville ...

Hall Chadwick passes the baton

Accounting association Hall Chadwick announced that current national chairman Geoff McDonald is to hand over the chair role to David Kenney next year. Kenney is a tax and corporate partner for Hall Chadwick with a strong property and international client ...

Rise and rise of consumer confidence with planners: CSAM

... than 600 active financial planning clients, around 23 per cent more clients than last year are rating their financial planner as 'very good' while more are also trusting their planners more in their investment decision making. Reflecting this, the comprehensive ...

Art of giving high on the agenda

... February. Besides basic educational material, the workshop will also cover what fee and commission structures the financial planner should set up on the back of starting, maintaining and supporting a particular philanthropic vehicle for their clients. ...

AMP boosts Vic and Tas planning team

AMP has appointed a new business development manager (BDM) in Melbourne to support Victorian and Tasmanian financial planners. Rodney Quong, previously senior business developer, retail sales with AXA Australia, joins AMP to oversee the Victorian and ...

Keep it short and simple: ASIC

Financial services regulator ASIC has made changes to the Corporations Act that will allow providers of general financial product advice to provide shorter, simpler general advice warning when they give oral general advice. 'By focussing on the core ...

Trust plan ahead for ageing population

Focusing upon estate planning may seem morbid but it can also prevent a number of problems as people approach retirement, in the event of their death and even from the grave. This is the message that is being presented by Trust, who have recently launched ...

Returns after-tax are the maingame: Vanguard

Vanguard Investments Australia's head of retail, Robin Bowerman, has warned financial planners and investors to demand after-tax reporting or risk being shortchanged. "There is an increasing focus on fees - which is good - but investors should also ...

Index for the smart, hedge for the stupid

LA-based investment theory and practice guru Rex Sinquefield entertained, enlightened and provoked the audience at the FPA conference last week when he questioned returns made by hedge funds and called those who invest in them "stupid". "Many people ...

Planners have to earn trust of consumers: FPA

Financial planners can fix misconceptions about their industry through individual commitment to professionalism. Kathryn Greiner, Financial Planning Association (FPA) chair, said at the FPA annual conference, that the industry has to confront the major ...