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Showing 781 - 790 of 1758 results for "Financial Planners"

Morphic Asset Management opens for business

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
... these markets," he added. The fund will be marketed to both wholesale investors and retail investors through financial planners. The minimum investment in MGOF is $10,000, with minimum additional investments of $5000.

SMSFs need better access to alternatives: BlueSky

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
... "Structurally, leading investment platforms have a strong preference for investments that have daily liquidity. Financial planners and wealth managers are therefore limited to products with this liquidity profile, which excludes nearly all alternative ...

Provident Capital leaves 3500 investors in limbo

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
... reasons we had a cautious rating of 3.5 to begin with, which we note is an average rating and dealer groups or financial planners should consider with caution." "They made some improvements with regard to their board which made us increase our rating ...

FPA chairman extends term

BEN COLLINS  |  THURSDAY, 5 JUL 2012
... professional practitioners in this country." The decision to extend his term was backed by the "record numbers of financial planners who renewed their FPA memberships by the June 30 cut-off date," said the FPA.

Buyer's market for planning businesses: Radar Results

BEN COLLINS  |  TUESDAY, 3 JUL 2012
A decrease in interest rates means financial planners can fund the acquisition of financial planning businesses, creating a buyers' market. With interest rates moving down over the past 12 months, financial planners can now borrow at rates as low as ...

AMP to acquire Cavendish

MELANIE TIMBRELL  |  WEDNESDAY, 27 JUN 2012
... "It also puts us in a strong position to take advantage of the increasing move by SMSFs to seek advice from financial planners. While only 14% of existing SMSFs use a financial adviser, 42% of SMSFs are being established by financial advisers for their ...

FOFA passes as industry backs professionalism

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
... limit the use of this term to those with the right qualifications will ensure higher standards are set for financial planners and provide further confidence for Australians seeking financial advice," Rantall said. The AFA has also announced a focus on ...

Telstra Super launches income option

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
... flexibility in how savings are accessed in retirement is significant. "The new product will also allow our financial planners to improve our already compelling advice offering and provides more ways to meet members' specific investment and retirement ...

IOOF appoints new investment specialist

LINDA HAUSKEN  |  WEDNESDAY, 13 JUN 2012
... distribution executive for Australian and New Zealand markets, focusing on sales to financial institutions and financial planners located in Australia and throughout Asia WealthBuilder is an investment bond that is suited to people looking to save or ...

Trio: ASIC evidence insufficient to prosecute Flader

LINDA HAUSKEN  |  WEDNESDAY, 6 JUN 2012
... prevented from acting as a registered auditor. The regulatory action has affected the directors of Trio, various financial planners who recommended Trio and Trio's auditor. Trio's investment manager Richard Shawn was sentenced to three years and nine ...