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Showing 2201 - 2210 of 2303 results for "Financial Planner"

Standard and Poor's buys Assirt

Standard & Poor's has confirmed the acquisition of St George's research business Assirt as the rating agency advances its push into managed fund research. Some job cuts are expected as Standard & Poor's fund management ratings business and ResearchChoice.com ...

Fidelity targets retail market with two new funds

Fidelity Investments Australia has launched a global and domestic equity fund targeted at financial planners. The launch follows Fidelity's recent decision to end its alliance with Perpetual when it announced plans to provide local and global investment ...

Planning financial future made easier by Rainmaker's SelectAdviser

... effectively. The Learning Centre directory provides consumers with answers to key questions to finding and using a financial planner. Rainmaker Information business development manager David Barlow says SelectAdviser was developed in response to a "quite ...

Oasis names Lowe as new managing director

Oasis Asset Management has appointed Wayne Lowe as its new managing director in move intended to strengthen the company's focus on client acquisition and market development. Lowe is one of four founders of Oasis and makes the switch from his previous ...

Optimix reaches $5 billion

Optimix's manage the managers funds has reached $5 billion in funds under management, more than double the total since October 2003. The increase in funds follows Optimix's strategy to move into the larger adviser market through ANZ financial planners ...

MFS picks up Challenger mortgage trust head

MFS Limited has signed up Challenger Financial Services' head of mortgage trusts, Steve Kyling to head its income funds business. Kyling will start with MFS in early February as general manager after five years with Challenger where he was product manager ...

FPA outlines strategic priorities for 2005

... 2005 including helping its members improve their professionalism, increasing the awareness of the Certified Financial Planner (CFP) qualification, strengthening its chapter structure, and enhancing its relationship with the government as well as industry ...

FPA reveals details of CFP certification changes

The Financial Planning Association (FPA) has released details of changes it will make to its Certified Financial Planner (CFP) certification but has also recognised other qualifications with a number of exemptions. From 1 July 2005 all candidates will ...

Count earnings climb with boost by planners

AAP  |  FRIDAY, 14 JAN 2005
Count Financial Ltd lifted its forecasts for full year earnings, boosted by the increasing popularity of its financial planners. Count - which runs a network of more than 1,100 accountancy-based financial planners - said it now expected to exceed its ...

FPA pushes members to adopt tighter conflict of interest guidelines

The Financial Planning Association (FPA) has called on members to appoint Conflict Officers, conduct business wide audits and issue declarations stating conflicts of interests have been removed. The steps are part of a guidance paper released by the ...