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Showing 761 - 770 of 2303 results for "Financial Planner"

ASIC launches planner register

ALEX BURKE  |  TUESDAY, 31 MAR 2015
ASIC has launched its Financial Advisers Register service, which allows consumers to search an industry-wide database of financial planners. Designed to facilitate greater transparency in the planning sector, the first phase of the ASIC service has ...

Moneytech launches $25m corporate bond issue

LAURA MILLAN  |  FRIDAY, 27 MAR 2015
Moneytech Finance launched a $25 million unrated bond issue available to private investors, self-managed super funds (SMSFs) and financial planners. The seven year, subordinated floating rate notes have a minimum initial investment of $50,000 at issue ...

Degrees don't ensure good financial advice

ALEX BURKE  |  WEDNESDAY, 25 MAR 2015
... Brogden acknowledged that his views made him a "heretic". "The formal view is that you must have a degree to be a financial planner. There are plenty of idiots with degrees," said the former Financial Services Council boss. "Just having a commerce degree... ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
Mercer advice practices have become the first salaried adviser firms to be accredited Professional Practices by the Financial Planning Association (FPA). The FPA's accreditation is designed to recognise high-calibre financial planning practices that ...

FIIG inks $60m corporate bond deal

LAURA MILLAN  |  FRIDAY, 20 MAR 2015
FIIG Securities has acted as the lead arranger for an unsecured corporate bond offering to raise up to $60 million for health and beauty supplier McPherson's Limited. This is the second corporate bond transaction that FIIG Securities has assisted with ...

Fiducian adds four advice practices to network

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Fiducian Group has incorporated four financial planning businesses to its franchise network, with an aggregate of $81 million in funds under advice. Fiducian did not reveal the names or locations of the practices, but in a statement to the Australian ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Australia minted nearly 45,000 new millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
The Treasury's Intergenerational Report highlights the importance of financial advice, according to the Financial Planning Association of Australia. Given that life expectancy at birth is expected to rise by four and three years for men and women respectively ...