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Showing 421 - 430 of 1758 results for "Financial Planners"

The lucky country may not be so for future generations

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
... 44% of those who are transitioning to retirement think they will need government assistance and 27% that use financial planners are significantly less likely to rely on the government in retirement. Hagger says the trend demonstrates the potential for ...

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
Financial planners are increasingly turning away from cash and term deposits for their retirement clients while annuities and outcome-orientated funds are becoming more popular destinations for new client money instead, according to the latest retirement ...

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
... that have elected for the cheap offering over professional qualified advice that is provided by specialist financial planners," he said. He said that many SMSF accountants still haven't applied for their Australian financial services licence, which will ...

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
... Trends, up from 21% in 2014. In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners' usage of and attitudes towards margin lending. The study is based on a survey of 417 financial planners concluded in ...

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... "remove or amend" claims about their independence. Wilson HTM, iSelect Life and Citywide Insurance Brokers and Financial Planners have complied with ASIC's request after the regulator raised concerns about the language being used to promote their services. ...

BetaShares eyes expansion with new hires

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
... classes and investment strategies. "BetaShares range of exchange traded products allows institutional investors, financial planners and SMSFs to achieve a range of investment objectives, including portfolio diversification, income generation, cost-effective ...

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... said the relationship between CFS and UTS broadens the potential for delivering more and deeper insights to financial planners in the future. Dean of the UTS Faculty of Engineering and IT, Professor Ian Burnett, said: "The UTS Faculty of Engineering ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... of HNWs who do not seek investment advice also represent a largely untapped opportunity open to accountants, financial planners, full-service stockbrokers and private banks. "Preference for control remains the largest barrier to taking up advice among ...

Aviva Investors appoints national account manager

MARK SMITH  |  WEDNESDAY, 3 FEB 2016
... retail investor base. Linder has over 16 years' industry experience and was previously a director at Think Financial Planners, working across personal insurance, wealth creation and retirement planning. Prior to that, he spent 10 years with Perpetual ...

Morningstar says retirees need balance

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
... Australian wealth forecasting engine - a back-end calculator that applies entire portfolio perspectives to help financial planners provide a broader picture - is expected to announce its first Australian client in the near future.