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Showing 7821 - 7830 of 9822 results for "Advisers"

ASIC silent on possible research probe

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... research firms and auditors who reported on super fund Trio and its associated hedge fund Astarra Strategic. Financial advisers are vulnerable as they look at audited reports and ratings-house research before advising clients on whether to invest in ...

Advisers freed from duplicate work

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
Thousands of financial advisers will avoid wasting time processing duplicate forms after a technology improvement that sends information automatically from the widely-used XPLAN software to the dealership platform. The upgrade is a joint development ...

Advisers fear super fund competition

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... and say it is unfair competition as the fees are hidden. At a recent Financial Planners Association luncheon in Sydney, advisers made their fears known to Financial Services Minister Bill Shorten in question time. "How do we compete with industry funds ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... gave Trio and associated Astarra funds glowing ratings. Finn Kelly, financial planner at advisory group Synchron, said advisers could not rely solely on research houses and needed to pay attention to see how they were remunerated. "They need to speak ...

Trio victims turn on planners

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... Self-managed super fund trustees left without compensation from the Trio fraud debacle have turned on their former financial advisers. About 100 investors are suing defunct financial planning firm Tarrants Financial Consultants, reportedly on the grounds ...

Experts bullish on US despite debt gloom

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... (in response to the downturn) doesn't happen in Europe," he said. John Coombe, executive director of JANA Investment Advisers, agreed on a positive outlook for US stocks but referred to the Australian housing market as a bubble. Economists such as Harvard ...

Van Eyk recruits BDM for advisor role

MATT WOODINGTON  |  THURSDAY, 14 APR 2011
Research house van Eyk has appointed a national business development manager to build relationships with financial advisers across Australia. Lyndall James will work with existing and new clients in the adviser and intermediary space for the van Eyk ...

Rising star wins chair position

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
Wealth Enhancers' Sarah Riegelhuth has been appointed chair of the Association of Financial Advisers GenXt committee, a leadership role that connects experienced, older advisers to those new to the profession. Richard Klipin, chief executive of the ...

Planners needle minister over FOFA

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... distorted by incentives," he said. "We also believe we need to enshrine in legislation that it is simply unacceptable for advisers to place their own interests ahead of their clients." In question time, audience members asked whether industry funds would ...

FPA calls for naming rights

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... financial planners or more than a third that are working in an ethical or professional vacuum." The Association of Financial Advisers, which has 7000 members and a strict code of ethics, has also called for the term to be restricted. Richard Klipin ...