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Showing 201 - 210 of 288 results for "Financial Advisory"

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
... service their clients need," said Steve Beattie, director, Wealth Management Partners. "We recognise that the financial advisory firm of the future must provide informed advice across all asset classes," he added. There is an increasing trend for financial ...

Planners risk trouble opposing FOFA

ALISON BEVEGE  |  FRIDAY, 20 MAY 2011
... the Industry Super Fund Network has said. Industry Super Fund Network chief executive David Whiteley said the financial advisory industry may face structural separation, where product providers are banned from employing financial planners, if the reforms ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
... their financial future." AFA CEO, Richard Klipin said the under-representation of women at all levels of the financial advisory profession was the driving force behind the award.

AQR appoints former van Eyk head

ELISE BURGESS  |  WEDNESDAY, 4 MAY 2011
... Australia with an external seed investor on April 1, 2011 "Michael brings a deep understanding of the Australian financial advisory community and the importance of forming partnerships with clients, with a strong focus on ongoing education and support," ...

Opposition attacks opt-in concession

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... extended time frame. "According to Treasury evidence during recent Senate estimates, an average small business financial advisory firm would face $50,000 per annum in additional costs," he said. "We do not think the Parliament should endorse it." Liam ...

My Adviser takeover brings new managing director

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
... generation of financial planning," he said. "But I am continuing as chairman of the board." Summers has led the financial advisory business for the past 16 years as managing director, growing the network to 54 advisory businesses with 122 authorised ...

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... and McGregor Asset Consulting did not take money for research. Tarrants managing director Ross Tarrant, whose financial advisory firm is being sued for ushering clients into Trio/Astarra, said advisers were in a no-win situation. "We're playing Russian ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... the bad press, the expense - even if they are proven right, it (a court case) has a major effect." Tarrant's financial advisory business had to close last year, while the accountancy practice is still going. Kelly warned small advisory firms off the ...

SMSFs targeted with UMA launch

MATT WOODINGTON  |  WEDNESDAY, 30 MAR 2011
Boutique financial advisory firm, Partners Group, launches unified managed account solution aimed at high net worth clients and SMSFs. The Adviser Portfolio Solutions Managed Account Service, created in conjunction with Multiport to assist with direct ...

Flare up over MoneySmart

ELISE BURGESS  |  THURSDAY, 17 MAR 2011
... a written quote for what work will be undertaken and what the costs will be," said Hill. Many, if not all, financial advisory groups already do this. REST currently offers financial advice through financial advice company Money Solutions. Meanwhile ...