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Showing 451 - 460 of 1758 results for "Financial Planners"

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... level of functionality and support for advisers and new clients outside our existing network." Linchpin's 200 financial planners represent $7 billion in funds under advice.

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... attracted 4,000 planners to manage and maintain their profiles. Adviser Ratings contains a register of 20,000 financial planners, but advisers can elect to "populate their profiles on Adviser Ratings with more information about their qualifications ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
... legal document provider Topdocs to streamline its NAB Cash Manager investment accounts. The partnership enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust via a single online form. ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
... model portfolios for advisers. It has been conceived amid growing regulatory and administrative demands on financial planners as well as increased complexity of financial products. "Investment Solutions aims to address these dual challenges by bringing ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... of continued professional development. "As the Australian population continues to age, it is important that financial planners are equipped to provide the best possible retirement advice." Challenger chief executive, distribution marketing and research ...

FIIG offers Apple bonds

MARK SMITH  |  TUESDAY, 8 SEP 2015
... Securities has added Apple bonds to its DirectBonds Service, giving private investors, SMSFs and clients of financial planners their first chance to access the bonds. Like the 300-plus other bonds on the DirectBonds list, the Apple bonds will now be ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... advisers. "The big thing we need to be conscious of is adviser channels and that the process is simple and easy for financial planners," he said. "You're going to see more growth in SMSFs as people become more and more accustomed to the idea while the ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
... insurance advice. "The Trowbridge recommendations have the potential to be a disruptor if implemented in full, with financial planners expecting standalone insurance advice to become less profitable," said Investment Trends senior analyst King Loong ...

Fiducian reports growth after restructure

STAFF WRITER  |  FRIDAY, 28 AUG 2015
... its superannuation wrap fund. It also appointed a chief risk officer, a general manager of superannuation, 11 financial planners and 11 support staff which will handle acquired financial planning businesses and the expansion of the group's advice network. ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey of 671 financial planners, suggests that the number of advisers using SMAs in client portfolios has risen from 17% last year to 20%. The report argues ...