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Showing 811 - 820 of 1758 results for "Financial Planners"

Flawed assumptions pushing RRR too high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2012
... to fund retirement income replacement ratios of up to 70% might be based on flawed assumptions. Debate among financial planners in the US on retirement income replacement ratios (RRR) questions the idea that retirees need to save huge sums of money to ...

Mortgage Choice to launch planning business

ELISE BURGESS  |  THURSDAY, 23 FEB 2012
... planning business is going through a final review process and could not say whether it will source new or existing financial planners.

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
... to development and hoarding more development cash." According to previous Investment Trends surveys, 37% of financial planners said they expected platforms to help them get clients to opt-in and 46% expect help with administering opt-ins. The platform ...

Planners need to commit to the social media conversation

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
Financial planners are missing out on the opportunity to connect with clients via best-practice websites and social media, according to one expert. Colin Williams, managing director of The Humble Investor, points to over 74,000 Australian searches for ...

Shorten locks down accountant timeline

ELISE BURGESS  |  MONDAY, 20 FEB 2012
... the exemption stating that the FPA supports the raising of standards. "We have asked for the recognition of financial planners do not prepare and lodge tax returns so when it comes to the taxation regime, as long as we can remain with what planners do ...

CBA profits up 19%, wealth mgmt struggles

ELISE BURGESS  |  WEDNESDAY, 15 FEB 2012
... well with strong net flows of $1.6 billion due to "solid performance across adviser channels, in particular financial planners leveraging the extensive retail branch network." CFS Global Asset Management (CFSGAM) recorded a decline of 13% in its underlying ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... Report has revealed 83% of respondents named market conditions as the biggest barrier to margin lending among financial planners. Volatility levels attracted 49% of the vote with higher interest rates (46%) and risk of margin calls (42%) rounding out ...

Countplus subsidiary readies for acquisition

ELISE BURGESS  |  MONDAY, 13 FEB 2012
... a joint company. The PEC Group includes a professional independent property buying service for accountants, financial planners and mortgage brokers. Countplus said the acquisition would assist the group to diversify its income away from hourly-based ...

New Portfolio Administration Service Launches

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
... Administration Service has been designed to streamline back office administration of client portfolios for financial planners, accountants and brokers as well as self-directed investors who want comprehensive reports on their investments. The new service ...

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
Financial planners are acting more like investment advisers and product sellers instead of strategists as a result of rising requirement pressures, according to one adviser group managing director. Financial planners may be losing sight of their roles ...