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Showing 721 - 730 of 1758 results for "Financial Planners"

Enshrinement of "financial planner" closer to becoming law

MARK SMITH  |  THURSDAY, 16 MAY 2013
... planner / adviser". Under the Corporations Act 2001, there are no rules against people calling themselves "financial planners" irrespective of their training, competence, or licensing. "In order for any piece of legislation to be implemented, an entire ...

Retail business bumps up AMP in Q1

ALICE URIBE  |  THURSDAY, 9 MAY 2013
... recently announced 2013 Wealth Insights survey where it was the highest placed wrap platform in the market amongst financial planners and advisers." AUM in AMP Flexible Super increased 10% to $8.1 billion compared to $7.3 billion in the final quarter ...

Govt could handcuff SMSFs

MARK SMITH  |  WEDNESDAY, 8 MAY 2013
... "This begs the question as to whether future regulation could force SMSFs to undertake mandatory advice from financial planners or outsourcing of their investment strategy back to the professional funds management community." The SMSF segment of the ...

Women don't trust financial advisers: research

LAURA MILLAN  |  FRIDAY, 3 MAY 2013
... interviewed 100 women of different backgrounds and different cities in Australia. "Women don't trust their financial planners, they were telling us that advisers only try to sell them products, even before they ask about their situation," RMIT University ...

EBX launches online tool to purchase endowment bonds

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
... Newly-created technology company Endowment Bond Exchange (EBX) has launched today an online tool that allows financial planners and retail investors to invest in zero-coupon bonds, also known as endowment bonds. The EBX Endowment Bond is a fixed income ...

Image of financial advisers still low

ALEX DUNNIN  |  THURSDAY, 2 MAY 2013
Financial planners are respected by almost twice as many people as union leaders, but they lag nurses, doctors, pharmacists and school teachers by more than three to one. Roy Morgan has just released its latest consumer survey rating the annual image ...

New FPA member base shows changing face of industry

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... now on empathy and relationships, it helps that planners come from a broad cross-section of society." Female financial planners represented 32% of the new membership, while Generation X accounted for 48%. FPA chief executive Mark Rantall said the new ...

Practitioners ill equipped for business sale

MARK SMITH  |  WEDNESDAY, 24 APR 2013
Market uncertainty and regulatory strain are leading to an increasing number of financial planners considering selling their practices, according to Centurion Market Makers director Chris Wrightson. The financial advice business broking specialist said ...

CFS creates wrap platform for Infocus

ALICE URIBE  |  THURSDAY, 18 APR 2013
... Under the arrangement, CFS Custom Solutions will administer the platform and provide custody services for IWM financial planners and advisers. Despite its bespoke nature, the platform has the flexibility to meet the needs of differing dealer groups and ...

BGL to provide automated property data for SMSFs

LAURA MILLAN  |  TUESDAY, 16 APR 2013
... provide automated property data to self-managed superannuation funds (SMSF) and their advisers. SMSF holders and financial planners will be able to access a number of administration solutions that provide property valuations, complete land title searches ...