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Showing 281 - 290 of 433 results for "Financial advisor"

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
Major planning dealer groups including Count Financial and NAB Financial Planning are now targeting SMSF trustees through a newly-launched membership process by Self-managed super fund professionals association of Australia (SPAA). The streamlined process ...

Planners risk trouble opposing FOFA

ALISON BEVEGE  |  FRIDAY, 20 MAY 2011
Financial planners are shooting themselves in the foot by seeking to sink key elements of the Future of Financial Advice reforms, the Industry Super Fund Network has said. Industry Super Fund Network chief executive David Whiteley said the financial ...

Fin services lend weight to East Timor education

MICHELLE BALTAZAR  |  TUESDAY, 10 MAY 2011
A new foundation set up by a financial planning firm has given a group of young East Timorese a new lease of life by giving them access to what many in the western world take for granted: education. Last Saturday, more than 20 financial services providers ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
MLC & NAB Wealth increased their funds under management by 6.8 per cent to $121.9 billion in the year to March and added 241 financial advisers to its ever-growing network, according to half-yearly results released yesterday. The National Australia ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management launched its inaugural AFA Female Excellence in Advice Award in Sydney last night. Tackling the gender gap that exists in retirement savings ...

AQR appoints former van Eyk head

ELISE BURGESS  |  WEDNESDAY, 4 MAY 2011
AQR has appointed Michael Angwin, former van Eyk head of distribution, to national distribution manager as part of its new alternatives strategy. The Sydney-based role will see Angwin responsible for introducing institutional-grade alternative strategies ...

Market volatility making boomers nervous

ELISE BURGESS  |  FRIDAY, 29 APR 2011
Baby boomers and their advisers are becoming increasing concerned about the effect of market volatility on traditional investments, according to a MetLife poll. MetLife's Market Volatility Poll, conducted in February of this year, included 520 financial ...

Opposition attacks opt-in concession

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
Minister for Financial Services Bill Shorten has eased reforms on financial planners by extending the opt-in period but the Opposition has attacked, saying it would still cost an average firm $50,000. Adviser groups have lobbied hard against the opt-in ...

My Adviser takeover brings new managing director

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
Financial planning dealership My Adviser has named Philippa Sheehan as its new managing director in a generational change prompted by the friendly takeover by Plan B. Current managing director, Michael Summers, said he would withdraw from the role as ...

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
ASIC has refused to confirm or deny whether research houses who gave five-star ratings or positive reports on fraud funds Trio Capital and Astarra are being investigated. But industry insiders say the corporate watchdog is conducting a high-level investigation ...