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Showing 841 - 850 of 2303 results for "Financial Planner"

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... trust in advisers. All existing and new AMP advisers must hold post-graduate qualifications such as a Certified Financial Planner degree, a Fellow Chartered Financial Practicioner or a Masters in Financial Planning. New advisers must complete this qualification ...

Perpetual appoints research head from SSgA

STAFF WRITER  |  THURSDAY, 21 AUG 2014
... footprint." Moromalos has nearly 14 years of experience in the financial services industry. He was previously a financial planner before moving into product management with Credit Suisse in 2003 and then into institutional distribution in 2006. He holds ...

Research group launches adviser rating app

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Consumers will be able to rate their financial planners through a mobile app, which includes an adviser register and is part of the broader Most Trusted Advisers network. The Beddoes Institute launched the network, the register and the app yesterday ...

Skaffold appointment signals assault on SMSF market

STAFF WRITER  |  MONDAY, 18 AUG 2014
Stock research company Skaffold.com has appointed Trevor Clisby to lead its expansion into financial services and self-managed super fund (SMSF) administrator markets. Clisby's title is head of wholesale markets. He has over 25 years of financial markets ...

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
A group of financial planners and financial services entrepreneurs have united to create an online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete ...

Independent trustees fix wrong problem

ALEX DUNNIN  |  TUESDAY, 12 AUG 2014
The push for more independent super fund trustees has been spurred by flawed assumptions, reveals new research released by the McKell Institute. In the report 'The Success of Representative Governance on Superannuation Boards' the authors - professor ...

Managedaccounts.com.au adds adviser to sales team

STAFF WRITER  |  FRIDAY, 8 AUG 2014
... Managedaccounts.com.au has expanded its sales and relationship management team, appointing a former Melbourne- based financial planner. Doug Kirkham has joined the managed account provider from advisory firm, Cameron Walshe Financial Planning, where ...

General advice is not advice: Rantall

JAMES FERNYHOUGH  |  FRIDAY, 8 AUG 2014
... that product is suitable to my needs, we believe that that should be referred to a professionally qualified financial planner who is a member of a professional association, who adheres to a code of conduct and ethics, and who is educated and certified ...

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
The financial planning industry is on the verge of a golden era, but it must do everything it can to be seen as a fully-fledged profession, according to AMP executive director of financial planning Steve Helmich. The senior planning executive argued ...

Fortnum ready to recruit advisers after ANZ stake buyout

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
Fortnum Financial Group has bought the 20% stake that ANZ had in the dealer group and is now looking to grow by recruiting new practices. Following the buyout of the ANZ stake, Fortnum is among Australia's largest independent advice businesses. The ...