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Showing 741 - 750 of 1758 results for "Financial Planners"

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
... provide them with a dedicated and highly specialised service." Nerurker added: "We have been reaching out to financial planners and accountants with case studies that demonstrate the breadth of tax, corporate, estate planning and family law services ...

Big year in platforms and super: AMP Fin Services

LAURA MILLAN  |  THURSDAY, 21 FEB 2013
... pension product, AMP Flexible Super also boosted the numbers. The company also saw a growth in the number of financial planners and 209 new advisers joined its Australian network last year. Recruits from AMP's Horizons financial planning academy were ...

Topdocs automates SMSF deed updating

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
... complete an update to just the click of a button," Topdocs managing director Jake Spakman said. The system allows financial planners and accountants to choose between updating deeds automatically every year or updating whenever required. The new tool ...

Industry urged to understand changes to transfer rules

BEN COLLINS  |  THURSDAY, 14 FEB 2013
... significant transfers, "the brokerage fees attached to that could be thousands of dollars," he said. He urged financial planners and accountants with self-managed clients to make sure they understand the intricacies of the cross method that they will ...

SMSF trustees confident backing their limited advice

BEN COLLINS  |  WEDNESDAY, 13 FEB 2013
... only 4% in 2012. Cash investments (71%) and Australian equities (70.2%) were the two most advised areas by financial planners working with the SMSF sector in 2012, the report said. Cash and term deposits made up 33.9% of SMSF investments in 2012, an ...

Most DIY funds won't change allocations in retirement

BEN COLLINS  |  WEDNESDAY, 13 FEB 2013
... report's release. Schoenheimer regards the revelations as both a challenge and an opportunity for Australia's financial planners, especially with Australia's five million-plus Baby Boomers fast approaching retirement. He said that this was especially ...

AMP appoints new director of Horizons

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
... advice policy and practice support to Horizons, enhancing its commitment to training the next generation of financial planners and supporting them to deliver quality financial advice." Constantinidis' appointment is part of AMP's review of its advice ...

FoFA anxiety remains high: FPA

BEN COLLINS  |  TUESDAY, 12 FEB 2013
... research shows that Future of Financial Advice compliance and the cost of regulation are the main challenges for financial planners and financial planning businesses in the current environment, the FPA said. Over half of all financial planners (53%) ...

Investor 'fear factor' lowest in 40 months

BEN COLLINS  |  TUESDAY, 12 FEB 2013
... Report, released to Investment Trends' clients earlier this month. This report was based on a survey of 1,412 financial planners in March and April 2012.

QROP advise must improve: AMP

ALEX DUNNIN  |  MONDAY, 11 FEB 2013
While financial planners are regularly asked to advise on overseas pension transfers, considerable care must be taken to ensure a misunderstanding of international rules doesn't result in huge tax penalties. This was one of the overarching missives ...