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Showing 61 - 70 of 117 results for "Financial advisors"

Planning practices will sell on earnings not revenue after opt-in

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
Financial advisors need to improve their earnings not their revenues if they want to sell their businesses, a strategic advisory firm has said. Hunts' Group Consulting, which gives strategic growth advice to the wealth management industry, knows how ...

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm. ASIC has shut down Frontline Financial Planning's website which posted the Australian company number and Australian financial services ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
Self-managed super fund trustees and financial advisors can participate in a webinar tomorrow on how to minimise the impact of the new "super death tax" draft ruling with anti-detriment law. Draft ruling TR 2011/D3, if enacted, will apply retrospectively ...

SPAA calls for fraud net to be cast wider

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... cover all investors with product providers subject to the scheme too, said SPAA. "We understand the focus on financial advisors and advice but unless product providers, which would include managed investment scheme operators, are also part of the last ...

Australia ahead of pack in IT wealth spend

MATT WOODINGTON  |  FRIDAY, 22 JUL 2011
... 2011 to the end of 2015, Ovum predicts. "The need to create websites and applications that allow customers and financial advisors access to company websites via mobile devices such as smartphones and tablets will drive some of this growth in internet ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... particularly difficult act. Meanwhile, the Guardian Trust has supported 60 staff members to qualify as authorised financial advisors under the new Financial Advisors Act legislation that comes into force on July 1 this year.

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
... program. "Our streamlined SPAA membership process for dealer groups focuses on enabling individual professional financial advisors to become members and then go through the SPAA Specialist accreditation program," said Andrea Slattery, SPAA chief executive. ...

Fin services lend weight to East Timor education

MICHELLE BALTAZAR  |  TUESDAY, 10 MAY 2011
... supported a fundraising event by eMerge foundation, a foundation set up by financial adviser Ian MacRitchie of IMR Financial Advisors and his wife, Marionne MacRitchie. The foundation was set up four years ago and the first fundraising event attracted ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
... combined entity is now one of the largest retail financial adviser networks with more than 4000 independent financial advisors.

AQR appoints former van Eyk head

ELISE BURGESS  |  WEDNESDAY, 4 MAY 2011
... will see Angwin responsible for introducing institutional-grade alternative strategies direct to Australian financial advisors and their clients. At AQR Australia, the local affiliate of AQR Capital Management, Angwin will also be responsible for building ...