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Showing 261 - 270 of 433 results for "Financial advisor"

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
BT, a major platform provider for Count Financial, today said it is confident its product business will stand on its merits and will not be harmed even though a key rival is buying its major client. Count Financial runs $6.2 billion across its preferred ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
Financial advisory group Snowball has reported a 3% rise in profit to $26.9 million in its first combined results announcement following the completion of its merger with Shadforth. The two non-aligned groups formed a combined wealth management business ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
The Commonwealth Bank has announced a $373 million takeover bid for financial planning group Count Financial, which went into a surprise trading halt this morning before the news. Count Financial share volumes surged yesterday on the Australian Securities ...

FOFA: Government extends soft-dollar benefit ban to non-super risk insurance

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
The Federal Government has extended its ban on soft-dollar benefits under the Future of Financial Advice draft legislation announced today. It will now include risk insurance outside of superannuation. The ban, scheduled to go live on July 1, 2012 ...

IOOF profits soar despite difficult times

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Diversified financial group IOOF has reported statutory net profits after tax have risen by 28.4% to $99.5 million in its annual results released today. Chris Kelaher, managing director of IOOF, said it was a very pleasing result and had come despite ...

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Wealth management firm iPac has bought a $230 million Adelaide-based planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion. Financial advisory firm Intervest Holdings has taken its team of six financial ...

Planning practices will sell on earnings not revenue after opt-in

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
Financial advisors need to improve their earnings not their revenues if they want to sell their businesses, a strategic advisory firm has said. Hunts' Group Consulting, which gives strategic growth advice to the wealth management industry, knows how ...

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm. ASIC has shut down Frontline Financial Planning's website which posted the Australian company number and Australian financial services ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
... for clients," he said. Attendees of the webinar will earn accredited SPAA CPD points. The event is free for financial advisor members of the SMSF Academy, but non-members would be charged $77. For more information see the SMSF Academy website.

SPAA calls for fraud net to be cast wider

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
The Self-Managed Super Fund Professionals Association has called for greater investor protection against fraudulent investment schemes, proposing a levy on all product providers. SPAA is urging broader reforms around insurance and compensation measures ...