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Showing 461 - 470 of 1758 results for "Financial Planners"

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
One in five financial planners is in the market for new insurers according to the latest data from wealth management researcher Investment Trends. The Investment Trends' 2015 Planner Risk Report also found that planners are likely to continue their ...

Fiducian acquires second Sydney practice

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
... planning business, its second acquisition in one month. Fiducian paid $2.4 million in cash and shares and the financial planners will relocate into the group's premises. The acquisition brings an additional $85 million in funds under advice under Fiducian ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...

FIIG launches fixed income MDA service

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
... for the first time. FIIG chief executive Mark Paton said MIPS would especially appeal to private investors, financial planners and not-for-profit clients such as charities who wanted to retain control of their fixed income portfolio's investment strategy ...

Pay rises better at non-aligned firms

MARK SMITH  |  THURSDAY, 30 JUL 2015
... according to the latest remuneration survey from industry consultancy The Dawson Partnership. While salaried financial planners employed by institutions received, at best, CPI increases those employed by independent firms fared better, particularly those ...

ANZ addressing women's financial futures

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... leave for up to two years for Australian based employees on their return to work; and has trained specialist financial planners in the needs and preferences of women. The ANZ Women's Report, also released today, shows women can still earn up to 36% less ...

Industry giants ramp up adviser ethics training

LAURA MILLAN  |  TUESDAY, 28 JUL 2015
Financial planners from Australia's top financial institutions will receive ethics and moral psychology training, following major scandals in their advice divisions. AMP, Macquarie Bank, ANZ, Commonwealth Bank and BT Financial Group have developed and ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
... funds (SMSFs). The SMSF Practitioner (SSP) program is a practical, foundation-based SMSF designation aimed at financial planners, accountants, lawyers, auditors or other service providers in the SMSF space. The program can be a stepping stone to the ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... forced the group to establish a compensation process for clients who were victims of bad advice by the group's financial planners. The program was part of an enforceable undertaking (EU) with Macquarie Private Wealth (MPW) in place since January 2013. ...

ANZ ETFs added to BT, Asgard platforms

ALEX BURKE  |  THURSDAY, 16 JUL 2015
... ANZ ETFS products to BT and Asgard platforms, ANZ ETFS co-head and head of distribution Danny Laidler said: "Financial Planners across Australia are continuing to embrace ETFs as a simple and cost-effective way to gain access to a wide range of investments ...