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Showing 501 - 510 of 1758 results for "Financial Planners"

Fiducian adds four advice practices to network

LAURA MILLAN  |  MONDAY, 16 MAR 2015
... planning businesses" located in "geographical areas in which Fiducian does not currently have a presence". "The financial planners fit our culture and seek our reliable systems and discipline process," Fiducian manager of investment projects Jai Singh ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... standards in most large dealer groups. "The volume of enrolments to the program this semester marks the desire by financial planners to pursue higher education standards and raise the bar," FPA chief executive Mark Rantall said. The FPA confirmed that ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... themselves." FPA chief executive Mark Rantall agreed, adding that the rise of new millionaires creates a chance for financial planners to "assist those people who maybe traditionally haven't sought advice and, for those investors, having gained that ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... their clients only with managed fund exposure. "A managed discretionary account solution is a good fit for many financial planners. Some of our planners don't have the time, experience or desire to build portfolios, and licensees don't want the risk ...

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
... secure, have a greater level of standard of living and are able to better manage any longevity risk. And the role financial planners play is pivotal. They have the knowledge to assist consumers in accumulating a larger and more adequate retirement savings ...

Employers must do more to promote ethical culture

MARK SMITH  |  THURSDAY, 5 MAR 2015
... qualification," he said. Serhan's comments follow calls for the adoption of a common ethical framework for financial planners by the board of the Banking and Finance Oath (BFO). The BFO is an initiative formed to encourage and support strong ethics in ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... 2014, the Investment Trends December 2014 Platform Report found. This shows that "the availability of SMAs to financial planners increased significantly in 2014," with Colonial First State's FirstWrap, Macquarie Wrap and Perpetual Private Wrap joining ...

Assistant Treasurer to consult with financial advice stakeholders

ALEX BURKE  |  FRIDAY, 20 FEB 2015
... government and regulation working towards the same goals to create real change and ensure that professional financial planners are recognised for the important community service they provide."

Pengana Capital appoints Singapore director

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
... Pengana's Melbourne office and will be responsible for sales for the firm's funds through dealer groups and financial planners. Her most recent role was as state manager for Victoria and Tasmania at Advance Asset Management and prior to this she had ...

NAB kick starts self-employed advice channel

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
... Australia Bank (NAB) is offering its advisers the opportunity to become self-employed through a new channel. Seven financial planners have recently signed up to the NAB Self Employed model and the bank aims to grow the channel to 15 advisers in the first ...