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Showing 821 - 830 of 1758 results for "Financial Planners"

Planners double allocation to term deposits

MELANIE TIMBRELL  |  FRIDAY, 3 FEB 2012
Allocation to term deposits from financial planners more than doubled over 12 months to November 2011, according to wealth researcher Investment Trends. Planners invested 28% of client inflows in cash and term deposits in the 12 months to November 2011 ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
... advisers with some 50% of NEO's advisers reportedly to have come from Sentry Group. NEO has gained over 50 financial planners in the past 12 months since being licensed in January 2011 and holds around $600 million in funds under advice. Due to the mandate ...

Fixed Income Investment course launched for planners

CLAIRE MCGREAL  |  WEDNESDAY, 25 JAN 2012
Financial planners looking to brush up on their fixed income investment knowledge can sign up to a new course being run by fixed income broker FIIG Securities. The course, which is accredited by the Financial Planning Association (FPA), consists of ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
Financial planners may be squeezed out of the industry as competition heats up with the impending entry of accountants, stockbrokers and super funds, according to CoreData, with consolidation a likely outcome as smaller practices move to cut costs and ...

FINRA relaxes social media controls

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
Australian financial planners may see some of their social media compliance issues lessen if Australian regulators follow FINRA's lead, after the US regulator proposed changes to its rulings to allow planners to communicate through social media without ...

AMP: Women putting advice on hold

RACHEL DAVIS  |  FRIDAY, 9 DEC 2011
The latest AMP Planner Protection Poll has found that 41.8% of financial planners polled believe the primary barrier to women seeking advice is the emphasis placed on their partner or spouse's finances. A further 14.8% of planners cited low awareness ...

AFS acquires QLD planning practice

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... DNA were aligned," said Meikle. "We see the new FOFA / fee-for-advice era as an opportunity for professional financial planners and practices to grow and prosper. AFS Group's adviser focussed structure, framework, programs and initiatives will provide ...

SG rise through House of Representatives

CLAIRE MCGREAL  |  WEDNESDAY, 23 NOV 2011
... pressure off the Age Pension and assist more working Australians to a better quality of life in retirement." Financial planners are also welcoming the bill's approval by MPs. "This legislation better supports all workers without discriminating against ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
ANZ aligned financial planners looking to retire can now avail of a new package aimed at helping them to develop a successful succession plan. The ANZ Wealth succession package gives planners a range of tools including a loan facility for business growth ...

One-third advisers switch insurance providers: survey

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
One-third of financial planners have stopped using at least one insurance provider in the last 12 months due to poor support and service. The Investment Trends 2011 Planner Risk Report surveyed 729 financial planners, asking about their satisfaction ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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