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Showing 331 - 340 of 407 results for "Advisory Firm"

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
... their clients need," said Steve Beattie, director, Wealth Management Partners. "We recognise that the financial advisory firm of the future must provide informed advice across all asset classes," he added. There is an increasing trend for financial planning ...

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 ...

Opposition attacks opt-in concession

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... time frame. "According to Treasury evidence during recent Senate estimates, an average small business financial advisory firm would face $50,000 per annum in additional costs," he said. "We do not think the Parliament should endorse it." Liam Diggin ...

West takes east-coast planners

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
West Australian wealth management firm Plan B has begun a friendly takeover of financial planning dealership My Adviser, opening the door to a large network of eastern state advisory businesses. The My Adviser network has 54 advisory firms with 122 ...

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... McGregor Asset Consulting did not take money for research. Tarrants managing director Ross Tarrant, whose financial advisory firm is being sued for ushering clients into Trio/Astarra, said advisers were in a no-win situation. "We're playing Russian roulette ...

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 ...

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 ...

Yesterday today tomorrow

BENJAMIN ONG  |  THURSDAY, 3 MAR 2011
... to deteriorate with massive upside price risk," said Jason Schenker, president of Prestige Economics, an energy advisory firm in Austin, Texas. "The worst is probably not over for these crude oil markets."" But not today, investors love Wall Street more ...