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Showing 631 - 640 of 1758 results for "Financial Planners"

Certified financial planners report higher profitability

LAURA MILLAN | FRIDAY, 14 FEB 2014

A global survey commended by owner of the international Certified Financial Planner (CFP) certification program found that CFPs report higher profitability and client satisfaction. In Australia, 64% of firms believe that advisers with CFP certification ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH | FRIDAY, 14 FEB 2014

... planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push client information to each other's respective platform. Wayne Wilson ...

More Australians opt for advice through super

JAMES FERNYHOUGH | MONDAY, 10 FEB 2014

... Investment Trends senior analyst Recep Peker said the numbers show an important shift towards advice through super. "Financial planners used to be the gold standard," he said. "Everyone used to say, 'I'll go to a financial planner to look at how things ...

Charterhill assets frozen

HARRY PAGE | THURSDAY, 6 FEB 2014

... investors can be confident they can obtain good quality advice through gatekeepers such as accountants and financial planners," said ASIC commissioner Peter Kell. Lending Solutions International, Nova Real Estate, EJ Property Developments and Financial ...

FoFA reforms put professional standards at risk: Ripoll

LAURA MILLAN | THURSDAY, 30 JAN 2014

... that "the government has progressed with its promised changes to ensure a more workable FoFA framework for financial planners and their clients." The FPA has backed the government's position to remove the opt in requirement and will work to "ensure specifically ...

NGS Super launches direct investment platform

MARK SMITH | THURSDAY, 30 JAN 2014

... cost at less than half as much as going it alone." As part of the development of the offering, NGS Super's financial planners have undergone an education and compliance program with Mercer so they can advise members on how to use the platform. Ben Walsh ...

Retail investors turn to media for financial advice: GSAM survey

HARRY PAGE | WEDNESDAY, 29 JAN 2014

Only 10% of retail investors largely base their investment decisions on advice given to them by financial planners, a Goldman Sachs Asset Management (GSAM) survey has revealed. The most recent Australian Retail Investor Survey, which surveyed over 600 ...

Planners shy away from margin lending advice

LAURA MILLAN | TUESDAY, 28 JAN 2014

Financial planners are shying away from margin lending advice following falls in the margin lending market in the second and third quarters of 2013. The proportion of planners advising on margin lending fell from 55% in 2012 to 45% in 2013, according ...

Advisers should train to fight tax evasion: FPA

LAURA MILLAN | THURSDAY, 23 JAN 2014

... money laundering, but it is more than that." "Some of it, especially fighting against tax evasion, affects financial planners as well," he said. In line with the government's deregulation program to "reduce red tape in the administration," the FPA will ...

Advisers and accountants clash over SMSFs

LAURA MILLAN | WEDNESDAY, 22 JAN 2014

... the person they go to for the SMSF" and "sometimes a client doesn't want to go to a financial planner because financial planners have always been seen as second best to the accountants," Salmon explained. At the same time, accountants view SMSFs as "a ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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