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Showing 881 - 890 of 1758 results for "Financial Planners"

Westpoint directors face charges

ELISE BURGESS  |  MONDAY, 4 JUL 2011
... launching a number of actions since the collapse, including actions against State Trustees and a number of financial planners, resulting in $25.5 million retuned, $92.95 million returned from actions brought against KPMG and the Westpoint directors and ...

Zenith targets dealer groups with investment solutions

MATT WOODINGTON  |  TUESDAY, 28 JUN 2011
... Partners has launched a new investment solutions division to offer fund selection and asset allocation advice to financial planners. The investment solutions product stems from increased ad hoc requests from planners with specific requirements in investment ...

Minister faces down advisers over opt-in, risk

ALISON BEVEGE  |  TUESDAY, 28 JUN 2011
... "I do not accept the proposition that asking a customer to renew their agreement every two years is beating financial planners to a pulp," he said. Minister Shorten said he did not accept that in a modern office advisers could not organise around opt-in ...

AMP looks to uni for future planners

ELISE BURGESS  |  TUESDAY, 28 JUN 2011
AMP is looking to university students to become the new generation of financial planners, mirroring the successful US program to attract new blood into the industry. AMP has launched the AMP University Challenge that will see university students from ...

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
... the market towards financial planning that planners have not yet been able to overcome," said Morris. "How financial planners overcome this lack of interest, and demonstrate the value they offer to both potential and unengaged clients may prove to be ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
... to the new title of regional manager. Keith Hilsdon, formerly Queensland manager, will support brokers and financial planners in Queensland, New South Wales and the Australian Capital Territory. Richard Brown, previously the South Australian manager ...

Australian Unity supporting advisers with appointment

ELISE BURGESS  |  FRIDAY, 24 JUN 2011
... delivering to their planner networks. "Both these appointments fit in with our strategy of working closely with financial planners to try and make their lives easier, and having someone dedicated to building adviser resources and relationships is the ...

Advisers turn from managed funds to ETFs: BetaShares

ALISON BEVEGE  |  WEDNESDAY, 22 JUN 2011
... cent in 2009. The survey, which polled 7,811 investors and 778 advisers about ETF useage, found 27 per cent of financial planners use ETFs with a further 27 per cent to implement them in the future. The top barriers to adviser take-up was a lack of product ...

Demand rises for Aussie bonds and cash: AMP

ALISON BEVEGE  |  TUESDAY, 21 JUN 2011
... Capital's Head of Retail Distribution, leads a team that manages $38 billion in retail funds originated through financial planners. Harrop told financial standard that investment trends had turned towards funds with strong liquidity, a good yield and ...

MLC deals first blow in planning recruitment drive

MATT WOODINGTON  |  FRIDAY, 17 JUN 2011
... Garvan Financial Planning has over 450 advisers across Australia, managing over $10 billion of investments. Financial planners commenting on the Financial Standard website have given conflicting messages on how much money MLC is offering AXA advisers ...