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Showing 761 - 770 of 1758 results for "Financial Planners"

Morphic Asset Management expands team

MARK STORY  |  MONDAY, 10 DEC 2012
... individual stock research and economic 'top-down' analysis, and is marketed mainly to retail investors through financial planners.

La Trobe mortgage fund scoops industry award

MARK SMITH  |  THURSDAY, 6 DEC 2012
... from strength to strength and this award confirms that it's an exceptionally attractive proposition for both financial planners and retail investors," Andrews continued. Andrews said the key to the PMO's success lay in the quality of the assets it holds. ...

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
... research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial planners, remaining clients are much happier than a year before, when the Advice & Limited Advice Report was last released. Market ...

FPA praises 'truth in labelling' legislation

MARK STORY  |  THURSDAY, 29 NOV 2012
... planner/adviser. Currently, under the Corporations Act 2001, there is no constraint on individuals calling themselves financial planners irrespective of their training, competence, and even licensing. While this announcement was welcomed by the Financial ...

TAL crowned life company of the year

MARK SMITH  |  MONDAY, 26 NOV 2012
... Macquarie. AIA and Zurich placed fourth and fifth respectively. CoreData's research has revealed that Australia's financial planners are becoming increasingly reliant on risk advice to drive business income. On average, the proportion of business income ...

Planners ignore EMs when advising clients

BEN COLLINS  |  TUESDAY, 20 NOV 2012
Most financial planners have never mentioned emerging markets to their clients, said a Goldman Sachs Asset Management Survey. Of the more than 1000 "active" investors surveyed, 83% said that their financial planner had never mentioned investing in countries ...

Advisers must change mindset in face of FoFA

MARK SMITH  |  MONDAY, 19 NOV 2012
The biggest challenge for financial planners in the face of the Future of Financial Advice (FoFA) reforms is to change their mindset from one of selling products to that of providing a quality service for consumers, according to MyAdivser's Philippa ...

FPA awards Australia's best financial planners

MARK SMITH  |  MONDAY, 19 NOV 2012
Three financial planners from Victoria have scooped the Financial Planning Association's top national accolades at this year's Best Practice Awards. The awards are designed to acknowledge the positive contribution made by Australia's best financial ...

Adviser retraining delivers in spades: BT

MARK STORY  |  FRIDAY, 16 NOV 2012
... accountants - as offering advisers great opportunity to capitalise on current regulatory uncertainty. "But financial planners need the skills to be making risk-based decisions."

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
... belong to a professional body earn more money, research shows. Research house Investment Trends surveyed 845 financial planners in October this year, and found that Financial Planning Association (FPA) members earn 33% more than non-FPA advisers. Investment ...