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Showing 2171 - 2180 of 2303 results for "Financial Planner"

Advisers warm to boutique fund managers

A recent survey has confirmed the popularity of boutique fund managers with 70 per cent of financial planners using boutiques in the previous 12 months. The Tyndall Adviser Pulse Survey cited perceived attractiveness of fund manager's ownership in the ...

Popularity of reverse mortgages set to rise

AAP  |  FRIDAY, 17 JUN 2005
An ageing Australian population and a widening retirement savings gap are set to give rise to a robust reverse mortgage industry, analysts say. But the product needed a significant public perceptions makeover if financial planners were to broaden the ...

NAB to support mortgage broking businesses

The National Australia Bank (NAB) will utilise its experience in assisting financial planners to create a division that supports external businesses involved in both mortgage broking and financial advice - NAB Financial Planning and Third Party. "Self ...

Mercer adds administration to SMSF service

Mercer Wealth Solutions has launched an expanded self-managed superannuation fund (SMSF) solution, which will combine Mercer's investment expertise with an outsourced administration provider. Mercer will deliver the advice and investment know-how through ...

Tasplan endorses industry fund campaign

Tasplan's general manager Neil Cassidy has responded to the latest industry fund advertising campaign saying the $16 million campaign will at last bring out into the open the outstanding value offered by industry funds. Cassidy says the 'sleeper' in ...

Industry funds kick off choice campaign…

Industry superannuation funds have kicked off their own marketing campaign ahead of the start of choice claiming working Australians could have at least $420 billion more in retirement savings through the use of industry funds rather than other funds. ...

Industry funds strike back at FPA

Industry Funds Services (IFS) head Garry Weaven has hit back at accusations by the Financial Planning Association (FPA) that fee claims in an industry super funds advertisement were incorrect. "The Financial Planning Association is wrong with its statement. ...

FPA concerned over misleading advertising about Choice

... rules of professional conduct combine to put strong constraints on mis-selling and churning." "A professional financial planner will provide full justification and support for any recommendation to move super funds, as well as full disclosure to clients ...

ASIC rubs out financial planner for two years

The Australian Securities and Investments Commission (ASIC) has banned David Rosewell from acting as a financial planner and dealers' representative for two years after finding him guilty of non compliance with financial services law and having reason ...

Financial planning group wraps deal with ASGARD

The Association of Independently Owned Financial Planners (AIOFP) continues to build on its relationship with ASGARD allowing AIOFP members access to ASGARD's eWRAP super and pension products under its badged Personal Choice eWrap service. The $10 billion ...