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Showing 751 - 760 of 1758 results for "Financial Planners"

Planners revise down growth expectations

MARK SMITH  |  THURSDAY, 31 JAN 2013
Financial planners have revised down their capital growth expectations for the year ahead as on-going volatility sees clients holding increasingly high levels of excess cash, according to a recently published Investor Trends report. The 2012 Adviser ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
... said consumers in territories around the world are increasingly seeking the advice of competent and ethical financial planners, creating a demand for CFP professionals in both growth markets and more mature economies. He said CFP certification has emerged ...

Advisers must ask clients about SRI investing: Australian Ethical

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
... difference on issues such as the environment, sustainability and ethical corporate governance then it must obligate financial planners to ask their clients about socially responsible investing, according to Australian Ethical's Phil Vernon. The managing ...

Planners praised for guiding investors into fixed income

MARK SMITH  |  TUESDAY, 22 JAN 2013
... of crumbling as fixed income see dramatic inflows off the back of changing fundamentals and the hard work of financial planners, according to PIMCO and Equity Trustees (EQT). EQT head of corporate fiduciary and financial services Harvey Kalman says there ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
... Nunn said. The CoreData awards are part of the financial research house's annual shadow shop, which looks at financial planners' ability to engage real buyers of investment, superannuation and insurance advice, as well as deliver services within the ...

Would-be clients snub advice

MARK SMITH  |  FRIDAY, 18 JAN 2013
... advice than they were last year, according to CoreData's 2012 Financial Planning Shadow Shop. The report details financial planners' ability to engage real buyers of investment, superannuation and insurance advice, as well as deliver services within ...

SPAA backs limited recourse borrowing rule changes

MARK SMITH  |  TUESDAY, 15 JAN 2013
... limited recourse borrowing arrangements as financial products. Based on proposed changes, only fully-licensed financial planners would be able to advise on high-risk limited recourse borrowing arrangements and they will be required to consider a client's ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... expertise in tax, accounting and compliance for self-managed super funds, family trusts and individuals. "Many financial planners are not qualified accountants or registered tax agents, and are unable to provide advice on taxation and structures such ...

AIA improves platform distribution with new launch

MARK SMITH  |  THURSDAY, 13 DEC 2012
... their clients. The platform is administered by Asgard for members of the Association of Independently Owned Financial Planners (AIOFP) and represents AIA's second platform partnership in little over a year. AIA Australia's first platform partnership ...

Listed fund's shareholders approve merger

BEN COLLINS  |  TUESDAY, 11 DEC 2012
... ratio, potentially increasing the liquidity of WAM Capital shares and improving coverage by research houses and financial planners are among the benefits of the merger, said Chris Stott, WAM Capital chief investment officer, in a statement to the Australian ...

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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