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Showing 831 - 840 of 1758 results for "Financial Planners"

SMSF cloud solution launched

RACHEL DAVIS | TUESDAY, 1 NOV 2011

... Wholesale is an automated setup and administration service for self managed super funds (SMSFs) designed for use by financial planners, accountants and brokers. Completely cloud based, the Superfund Wholesale system aims to provide advisers with a simple ...

AMP planning associations adopt insight products

ELISE BURGESS | TUESDAY, 1 NOV 2011

AMP Financial Planners Association, Hillross Advisers Association and General Insurance Advisors Association have adopted a new business insight product to provide strategic guidance during regulatory change. In response to predicted increases in operations ...

CHOICE, ISN hit back at associations aspersions

ELISE BURGESS | MONDAY, 17 OCT 2011

... that the financial planning industry would be surprised that this commonplace arrangement should not apply to financial planners. Mack claimed the Financial Planning Association (FPA) was well aware of the feature before the Bill reached parliament and ...

FOFA reaches parliament with undisclosed feature

ELISE BURGESS | FRIDAY, 14 OCT 2011

... making further amendments and ignoring industry input on the original draft without consultation or support from financial planners. FPA chief executive, Mark Rantall said the introduction of the retrospective disclosure statements was "never discussed ...

Financial planners reluctant to sell up despite uncertain times

CLAIRE MCGREAL | FRIDAY, 7 OCT 2011

There's been a massive drop in the number of financial planners looking to sell their practices, despite uncertainty surrounding the implementation of the Future of Financial Advice reforms and the state of the economy. That's according to industry ...

FPA reveals advertising impact

MATT WOODINGTON | THURSDAY, 6 OCT 2011

... average. The ad campaign was launched on September 18, promoting professionalism within the industry by comparing financial planners to pilots, doctors and lawyers. The FPA has 10,000 members, some of which are apparently benefiting from the publicity ...

AMP opens second retail planning centre

ELISE BURGESS | TUESDAY, 4 OCT 2011

... second retail centre for financial planning in Australia, with plans for 18 new and experienced self-employed financial planners to join the walk-in retail financial planning centre. Based in the Victorian suburb of Camberwell, the centre already has ...

Soft dollar ban impact potential

ELISE BURGESS | THURSDAY, 29 SEP 2011

... valued over $300 from third parties and would therefore be impacted by the ban. The report, which surveyed 1,396 financial planners around July this year, also concluded that 55% of advisers said they had not received any soft-dollar benefits from a ...

Call for realism on planner services

MATT WOODINGTON | WEDNESDAY, 28 SEP 2011

... increasing superannuation balances through guarantee contributions, and the need for increasing retirement savings. "Financial planners need to create broad understanding that this is what they are able to help with," said Galagher.

FOFA fatigue prompts new Guardian offering

ELISE BURGESS | MONDAY, 26 SEP 2011

... business and to shut out industry noise. Currently a team of eight paraplanners have been working with 40 Guardian financial planners in a pilot test since May this year, although Harris said that number should increase as the service is now available ...

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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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