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Showing 2191 - 2200 of 2303 results for "Financial Planner"

Virgin Money to 'shake-up' super

Virgin Money is set to launch a superannuation fund in time for choice of superannuation on July 1, 2005 with a $30 million investment from the Virgin Group. Macquarie Funds Management will manage the fund with Superpartners as the administrator and ...

Choice of super advice to be evaluated

ASIC has announced it will undertake a nation wide shadow shopping survey to assess the quality of advice being given to consumers as they prepare for their strategies under the choice of superannuation legislation to be introduced on 1 July 2005. The ...

Mariner and Rothschild venture into leasing market

... also intends to offer enhanced-yield hybrid and innovative securities to investment markets through Mariner's financial planner distribution networks.

Millennium boosted by three-way merger

... She also worked closely with Matthew Walker, who was principal at Danebury, for several years as a certified financial planner. Matthew Walker is himself a financial planner and has worked at various companies in this role over a 13 year period. Geoff ...

Aurora teams up with agricultural manager Environinvest

Aurora funds manage has entered into a distribution mandate with Melbourne based agriculture manager Environinvest to market and distribute three agricultural managed investment schemes. The deal will give investors access to the primary industry and ...

Fewer investors want professional help

Less people are seeking professional financial advice now compared to two years ago but those that do are in general more satisfied with that advice, according to the latest AC Neilson bi-annual Wealth Management Report. The report surveys 25,000 consumers ...

Accounting profession imposes stricter standards on financial planning members

The nation's two peak accounting bodies, CPA Australia and the Institute of Chartered Accountants, have jointly issued a draft Professional Statement outlining mandatory standards applying to fair, ethical and professional conduct their members who ...

Super choice will place more emphasis on planners' professional development

Mercer Wealth Solution has implemented five new professional development and compliance procedures after the wealth manager predicted the key to financial adviser survival in the choice of fund environment will be dependant upon his or her continual ...

McMaster takes hands on role in the Money Managers dealer group

... distribution Rob Jones says the model will involve MMPS running the business as a partnership with the principal financial planner who will be the managing director of the business. According to Jones the business owners will receive some liquidity as ...

Australian Unity joint venture spawns fixed interest manager

Financial services, health and retirement living services provider Australian Unity has teamed up with four senior fund management executives to establish a fixed interest boutique fund manager specialising in absolute return fixed interest investments. ...