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Showing 291 - 300 of 437 results for "Financial advisor"

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 ...

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 ...