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Showing 721 - 730 of 2303 results for "Financial Planner"

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
Macquarie Group's comprehensive advice remediation program has paid $11 million to disgruntled advice clients a year after it was put in place. Documents made public by the group prior to the annual general meeting today reveal that, to 30 June 2015 ...

ANZ ETFs added to BT, Asgard platforms

ALEX BURKE  |  THURSDAY, 16 JUL 2015
The exchange-traded funds developed jointly by ANZ and ETF Securities have been added to the BT and Asgard investment and super platforms. Specifically, investors using the BT SuperWrap, BT Wrap and Asgard eWRAP platforms now have access to the ANZ ...

More calls for Royal Commission

DARREN SNYDER  |  MONDAY, 13 JUL 2015
Australian Senator John Williams has reiterated calls for a Royal Commission in to the financial planning industry. Williams told ABC he was not satisfied by IOOF's response last week when the company's managing director Christopher Kelaher was asked ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
Financial planner input has become essential for a third of superannuation fund members who want to change funds, the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation ...

Peters MacGregor makes marquee hire

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
Peters MacGregor Capital Management has appointed a head of distribution from Aberdeen Asset Management. Alex Haynes will manage the firm's relationships with direct investors, financial planners and institutional investors. Haynes was Aberdeen Asset ...

FPA announces CFP award winner

ALEX BURKE  |  WEDNESDAY, 8 JUL 2015
... received the award - named after the financial planning pioneer - for performing the best in the FPA's Certified Financial Planner (CFP) program. He donated his $1,000 prize to Future2, FPA's charitable foundation which targets grants for community not-for-profits. ...

Advice demand up as direct investment grows

LAURA MILLAN  |  WEDNESDAY, 8 JUL 2015
A growing number of direct investors will drive an increase in demand for financial advice, the latest ASX Share Ownership Study revealed. The study showed that Australians continue to be among the world's largest share owners, with 36% or 6.48 million ...

Claims of wrongdoing have no basis: IOOF

DARREN SNYDER  |  TUESDAY, 7 JUL 2015
IOOF managing director Christopher Kelaher has told a Senate committee today that claims of widespread wrongdoing at the company have no basis of fact. "I'm confident that I can confirm to you and the broader community that the company has an extremely ...

Fiducian acquires Chatswood advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
Fiducian Group has acquired a financial planning firm in Chatswood, on Sydney's North Shore, for $1.25 million. The firm has over $60 million in funds under advice and will be rebranded and integrated into Fiducian's advice network. Commenting on the ...

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Rising aged care costs have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said. Speaking to Financial Standard, Meldrum said that since ...