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Showing 491 - 500 of 1758 results for "Financial Planners"

Hedge funds bare all to seduce instos

LAURA MILLAN  |  TUESDAY, 21 APR 2015
... "The key to success was listening to the market and supporting our products with strong education material for financial planners," Donald said, but noted that investors are not yet fully aware of the changes that the hedge fund industry has gone through ...

ANZ sets up $30m compensation program for advice clients

LAURA MILLAN  |  THURSDAY, 16 APR 2015
... as well as including the documented annual review as an essential component of balanced scorecards for our financial planners," she added. Prime Access is a fee-for-service package introduced in 2003 and includes priority access to financial planners ...

FEATURE: How boutiques got their groove back

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... perceived to have stronger performance, better investment talent and closer alignment with investor interests. Financial planners and institutional investors have a love affair with the model spanning decades. Although large multi-managers were gaining ...

Blue Sky to raise $20m for alternatives fund

STAFF WRITER  |  MONDAY, 13 APR 2015
... "We are getting very positive feedback from the financial community, and there is significant interest from financial planners keen to access Blue Sky's strong investment track record. "The capital raised from the BSAAF IPO nine months ago has been fully ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
... Australia's self-managed super fund market will be the next frontier for robo advice but it is not a threat to financial planners according to a recent report from FinDigital and Ignition Wealth. The report, which reviewed 45 robo advice offerings ...

Energy Super appoints first independent director

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
... establishing and advising some of Australia's leading superannuation funds, administrators, fund managers and financial planners. Energy Super chairman Mark Williamson said Christine's legal and financial services background would complement the skills ...

ASIC launches planner register

ALEX BURKE  |  TUESDAY, 31 MAR 2015
... launched its Financial Advisers Register service, which allows consumers to search an industry-wide database of financial planners. Designed to facilitate greater transparency in the planning sector, the first phase of the ASIC service has been launched ...

Moneytech launches $25m corporate bond issue

LAURA MILLAN  |  FRIDAY, 27 MAR 2015
... launched a $25 million unrated bond issue available to private investors, self-managed super funds (SMSFs) and financial planners. The seven year, subordinated floating rate notes have a minimum initial investment of $50,000 at issue and will be distributed ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... financial advice leader for the Pacific market Michelle Smith said: "65% of Mercer's advisers are Certified Financial Planners (CFPs) compared to the 45% industry certification level and 95% of our advisers have a university degree. "We really value ...

FIIG inks $60m corporate bond deal

LAURA MILLAN  |  FRIDAY, 20 MAR 2015
... professional and sophisticated investors such as private clients, self-managed super fund (SMSF) trustees and financial planners, McPherson's said in a statement to the Australian Securities Exchange (ASX). Bonds will be issued in denominations of $1,000 ...