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Showing 661 - 670 of 2303 results for "Financial Planner"

Mentor Education appoints new chair

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
... significant growth for Mentor. "Jim's pedigree as a wonderful educationalist as well as a highly successful financial planner places him in an ideal position to assist us in strategically addressing the future needs of our clients." Commenting on his ...

The lucky country may not be so for future generations

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
New research from MLC reveals a third of Australian parents think lack of financial planning will prevent their children from enjoying the same lifestyle as them, with nearly 60% of the 2,000 surveyed saying the next generation will never own their ...

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
Financial planners are increasingly turning away from cash and term deposits for their retirement clients while annuities and outcome-orientated funds are becoming more popular destinations for new client money instead, according to the latest retirement ...

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
New entry and licensing requirements for SMSF auditors and accountants from July 1 will likely result in many funds being wound up, according to industry consultant John Wiseman. Wiseman noted that, as at December 2015, SMSFs represented 30% of the ...

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
Almost a third of planners (31%) who recommended a margin loan in 2015 said the loan was instigated by the client, according to new research by Investment Trends, up from 21% in 2014. In its eleventh year, the 2015 Margin Lending Planner Report is an ...

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
ASIC has requested that three Australian financial services licensees "remove or amend" claims about their independence. Wilson HTM, iSelect Life and Citywide Insurance Brokers and Financial Planners have complied with ASIC's request after the regulator ...

BetaShares eyes expansion with new hires

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
ETF provider BetaShares has added to its sales and operations teams with two new hires. Michael Tat has been appointed as operations analyst - investment operations. He joins the company from Platinum Asset Management and has also had roles with Perpetual ...

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
... Dante De Gori was announced as Rantall's successor in November 2015; and like Rantall, he holds a Certified Financial Planner designation. "I am honoured to be appointed as FPA CEO. As we transition into a respected profession I'll continue to work with ...

Survey shows people struggling to put more super away

MARK SMITH  |  MONDAY, 29 FEB 2016
... a new survey by MLC. The latest MLC Wealth Sentiment Survey also shows that 50% of Australians do not use a financial planner, or even have a financial plan. MLC general manager corporate super, Lara Bourguignon, finds that worrying. "Our recent Australia ...

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
After forming a new partnership, Colonial First State (CFS) and University of Technology Sydney (UTS) will collaborate on a range of projects to better understand how Australians engage with their superannuation and wealth. The agreement means both ...