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Showing 871 - 880 of 1758 results for "Financial Planners"

Certitude partners with Threadneedle on global fund

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... invests in the actively managed Threadneedle Global Select Fund and target the local retail market including financial planners, platforms, dealer groups, self-managed super funds and research houses. "A lot of people are trying to work out how to get ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
... structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% of financial planners advised on SMAs in 2011, a much higher proportion of 59% said they saw the benefits of the accounts. Recep Peker, Investment ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
... investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian Securities and Investments Commission (ASIC). The new model will provide six different categories ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
... Kevin Bungard, chief operating officer, Class Super. Bendzulla provides actuarial services to accountants, financial planners and SMSF trustees. In February, Class Super agreed a deal to integrate with financial advisory software provider AdviserLogi ...

Industry brawl erupts over super network ads

ALISON BEVEGE  |  FRIDAY, 15 JUL 2011
... fired a shot across the bow of the Industry Super Network over an advertising campaign that it believes harms financial planners. The print advertisements allege retail super fund members are charged commissions and ongoing fees for ongoing advice they ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... three years. On average, the Big Six wealth management firms obtained 73.1% of their super products through financial planners with the same fund manager from January 2007 to December 2010, the report said. This reduced by only 0.9% from the year ending ...

NGS Super sharpens planning focus

MATT WOODINGTON  |  MONDAY, 11 JUL 2011
... online advice model. The fund has appointed Andrew Dunkerley as manager of financial advice and education, while financial planners Maria Maganic and Darryn Studdert have joined from Mercer. Dunkerley, who previously held senior roles with Industry Fund ...

Omnium updates life quotes web tool

LOREN RUGEBREGT  |  FRIDAY, 8 JUL 2011
Financial planners can now break down life insurance premiums for clients with Omnium's upgraded web-based quoting tool. Omnium's 'Australian Life Quotes' compares the cost of life insurance from different providers but has recently enhanced the software ...

Advisory firm directors may challenge ASIC ban

ALISON BEVEGE  |  THURSDAY, 7 JUL 2011
... a fund of which Trio was the responsible entity. Peter Seagrim, managing director of Seagrims Accountants & Financial Planners, said advisers had no way to know fraudulent activity was going on. "It's only after the fact you're going to find something," ...

Financial Planners want level playing field on commissions

ALISON BEVEGE  |  WEDNESDAY, 6 JUL 2011
... remuneration and commissions as the rest of the financial services industry and not seek special dispensation, financial planners have said. Stockbrokers have reportedly asked to be exempted from Future of Financial Advice (FOFA) reforms that could see ...