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Showing 801 - 810 of 1758 results for "Financial Planners"

CPA responds to advice exemption

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
... this extension is a sensible approach that will allow for the government to have all details in place before financial planners are expected to transition to the tax agent services regime," said Dante DeGori, general manager policy and government rel ...

Investor negativity despite positive signs

ELISE BURGESS  |  THURSDAY, 12 APR 2012
... comparison to those without an adviser. About one in twelve, or 8.5%, of client respondents use non-aligned financial planners, down from last quarter's 12.2%. The number of respondents who had never used a planner remained fairly constant at 56.5%. ...

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
... used annuities in 2011, although half are considering to do so in 2012. The report, based on a survey of 1,027 financial planners in December 2011, also found that only 5% of retiree assets are invested in annuities. "There are many barriers to using ...

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
... joins Equity Trustees (EQT) from Moores Legal where her role included providing legal advice to accountants, financial planners and clients about estate planning. Wraith said that the position was created to enhance the estate planning services at EQT ...

Practices valued at doubled RR: survey

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
... pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners. The Investment Trends December 2011 Retirement Planner Report surveyed 1,027 financial planners in December 2011, assessing ...

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
... MAP. "While we appreciate that there will always be a high number of investors that will want to work with financial planners on a regular basis, we also recognise that there is a growing market for limited advice and self directed investors who want ...

Market Wrap - Morning

AAP  |  FRIDAY, 23 MAR 2012
... Chinese figures. The federal opposition has vowed to repeal government legislation that imposes tougher rules on financial planners FRANKFURT - The worst is over in the eurozone debt crisis, but risks remain and it is up to governments to resolve them ...

ASIC, FPA, and FOS address shadow shopper report

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
... dealer groups and other wealth management professionals. The workshops will demonstrate practical ways for financial planners to learn, improve and deliver best practice advice with ASIC spokespeople in attendance to explain report findings. "This Shadow ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...