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Showing 691 - 700 of 1758 results for "Financial Planners"

Most planners are aligned, consumers think otherwise

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
... Pembroke (owned by NAB) advisers are independent, while only 21% thought the same of NAB. Only 7% of Westpac financial planners' customers considered them to be independent compared to 13% for the ANZ and 15% for the NAB and 21%. ANZ-owned RetireInvest ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... qualified to provide investment advice. In 2007 the figure was 45,000. Further exacerbating the tension between financial planners and accountants, it emerged that 45% of SMSF investors currently using an accountant solely for tax advice said they would ...

Scaled advice to shape industry future

LAURA MILLAN  |  TUESDAY, 23 JUL 2013
... added that the projection is reasonable when it comes to scaled advice. "Scaled advice is a new opportunity for financial planners," Rantall said. "FoFA hasn't reduced the cost of comprehensive advice, that's why many practices are looking at other models ...

FPA outlines concerns on TASA submission to Treasury

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... Australian Securities and Investments Commission (ASIC) in regard to developing enhanced education requirements for financial planners. The paper asks for the requirement for financial planners to complete a TPB approved course in commercial law to be ...

Submissions open to FPA Best Practice Awards

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... opened submissions to the Best Practice Awards and the FPA Honorary Awards. The Best Practice Awards recognise financial planners who adhere to the FPA Code of Professional Practice, which holds members to a high standard of ethics, practice and professional ...

FPA granting consumers inside access to funds management industry

MARK SMITH  |  FRIDAY, 19 JUL 2013
... breakfast will be hosted by Platinum Asset Management chief investment officer Kerr Neilson. The FPA also invites financial planners to bring their existing or prospective clients to the function which includes access to the first plenary session opened ...

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... study's ten-year history, surpassing the high that was achieved in 2012. The study is based on a survey of 1,141 financial planners and concluded in May 2013. "At an industry level, planners' satisfaction with their most-used platform increased for each ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... steady 7% market share. The figures, representing number of client relationships, are based on a survey of 1,141 financial planners. "The planning software market has completely morphed over the past decade," said Investment Trends senior analyst Recep ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
Technology provider Rubik Financial has launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups ...

Morphic receives Lonsec approval

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
... stage in the development of our business and should open up the Fund to investment through the large number of financial planners who require a formal independent rating before they can propose a product to their clients," Morphic managing director and ...

Editor's Choice

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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