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Showing 751 - 760 of 2303 results for "Financial Planner"

Hedge funds bare all to seduce instos

LAURA MILLAN  |  TUESDAY, 21 APR 2015
Investors' search for yield in the current low rate, low-return perfect storm has boosted hedge fund inflows. Funds under management for the sector were up 21.7% for the two years to December 2014, according to Rainmaker Data. But a great idea, an obscure ...

ANZ sets up $30m compensation program for advice clients

LAURA MILLAN  |  THURSDAY, 16 APR 2015
ANZ will reimburse $30 million to clients of its financial planning business who did not get the annual reviews promised as part of the bank's advice and investment service. About 8,500 Prime Access clients will be reimbursed, ANZ confirmed in a statement. ...

FEATURE: How boutiques got their groove back

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
Hamish Douglass, Roger Montgomery, Kerr Neilson, David Paradice, Tim Samway, John Sevior, Anton Tagliaferro, Geoff Wilson. These are some of the leading lights in the local investment market. What they all have in common is finding huge amounts of success ...

Infocus to provide advice to First Super members

LAURA MILLAN  |  MONDAY, 13 APR 2015
... advice can be challenging for many people who may not have the time or resources to find - and travel to - a good financial planner," Watson finished. Infocus Wealth Management is a dealer group with around 200 planners and 50,000 retail clients as of ...

Blue Sky to raise $20m for alternatives fund

STAFF WRITER  |  MONDAY, 13 APR 2015
Blue Sky Alternatives Access Fund is seeking to raise up to $20 million through a one for three non-renounceable entitlement issue of new ordinary shares. The Blue Sky Alternatives Access Fund (BSAAF) is Australia's only listed diversified alternatives ...

We don't need financial advice: Gen Y

DARREN SNYDER  |  THURSDAY, 9 APR 2015
... where data privacy and fraud were primary concerns," Craig said. "While 95% said they don't currently have a financial planner, and 84% think they don't need financial advice - 65% would value some kind of financial coaching. And while they use online ...

PROFILE: HESTA chief executive Debby Blakey

LAURA MILLAN  |  WEDNESDAY, 8 APR 2015
... opportunity for superannuation funds because they tended to outsource these services to other providers." A Certified Financial Planner (CFP) herself, Blakey soon started to work on strategies to improve super funds' financial planning offering. In September ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
Australia's self-managed super fund market will be the next frontier for robo advice but it is not a threat to financial planners according to a recent report from FinDigital and Ignition Wealth. The report, which reviewed 45 robo advice offerings ...

Local Government Super names new chair

DARREN SNYDER  |  TUESDAY, 7 APR 2015
... as a councillor at Woollahra Council since 2012. Morris has degrees in law and economics, and is a certified financial planner with over 30 years experience in financial services. He was vice president of the investment bank Bankers Trust and a director ...

Energy Super appoints first independent director

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
Expertise as a financial services and superannuation lawyer alongside prior directorships at several prominent Queensland companies saw Christine Maher appointed as Energy Super's first independent director on Tuesday. Maher is currently a partner of ...