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Showing 291 - 300 of 433 results for "Financial advisor"

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
Financial planners relying on research are sitting ducks for legal action in the wake of the Trio Capital superannuation fraud and need to protect themselves, a planner has said. In the case of the Trio Capital fraud, adviser Ross Tarrant's firm Tarrants ...

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
The MoneySmart website, launched this week, has already sparked up old flames between super funds and advisers when the site recommended consumers choose advisers who work on a fee-for-service basis. "In our opinion, the fee-for-service model is generally ...

Mind the leadership gap: survey

ALISON BEVEGE  |  TUESDAY, 15 MAR 2011
Nearly half of financial services industry professionals think their bosses are not effective or trustworthy, according to a survey of more than 170,000 workers in Australia and New Zealand. The Aon Hewitt poll, covering seven sectors of the economy ...

CFS names new advice head

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
Colonial First State (CFS) appoints Marianne Perkovic, currently the CFS general manager of distribution, as the new head of advice, filling the gap left by Paul Barrett last month. Perkovic starts her new role next week as head of the CFS advice business ...

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisory firm Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology. The firm has launched a new investment ...

Asia specialists join Premium China

MATT WOODINGTON  |  WEDNESDAY, 2 MAR 2011
Premium China Funds Management has appointed four Asia investment specialists. Derek Paas, a former financial advisor at CBA and Macquarie Bank, will be based in New South Wales, having recently returned from the UK where he was most recently a senior ...

Super stoush over opt-in scheme

ALISON BEVEGE  |  MONDAY, 21 FEB 2011
... value clients and thus lower and middle income Australians will be priced out of the market," he said via email. Financial advisor Phil Butterworth, chief executive, DKN Financial Group, said it would give advisers an administrative overload that was ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
Financial advisory software provider AdviserLogic has agreed to integrate with online SMSF administration platform operator Class Super. The tie-up will enable AdviserLogic to provide users with automated data feeds, significantly increasing their efficiency ...