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Showing 891 - 900 of 1758 results for "Financial Planners"

CommInsure hires AMP manager to strengthen retail advice

MATT WOODINGTON  |  FRIDAY, 10 JUN 2011
... profitability targets across the retail advice business, which includes both the independent and bank-based financial planners. Kennedy will over see CommInsure's state- based sales teams, risk sales academy, business growth services and national accounts ...

Get on your bike for charity

RACHEL DAVIS  |  FRIDAY, 10 JUN 2011
... who completed the inaugural ride in 2010 are back on their bikes again this year. They are challenging other financial planners, their colleagues and friends, to join them on the 10-day ride. The ride has been broken down in to sections, for the time ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

Grant Samuel signs US fixed income partner

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
... Australia this week as the partners conduct market testing with research houses, dealer groups and individual financial planners. While the fixed income product will mainly be targeted at institutional investors, Grant Samuel hopes to design and deliver ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
... research and advice of REaffirm into its own service, as it looks to provide a broader spectrum of advice. "Financial Planners who focus only on investing in managed funds, bonds and the like, can't provide the total service their clients need," said ...

Proposed tough planner rules

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
Financial planners could face a tougher regulator, if changes to ASIC's powers go ahead. Currently under review by the Treasury, proposals include strengthened authority to ban advisers. The reforms in question propose that harsher penalties should ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
... from key figures in the financial services industry in the wake of intense lobbying of the independents by financial planners. Financial advisers were instructed by shadow financial services minister Senator Mathias Cormann on May 19 to target the four ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... He said the future would definitely bring an ASX merger and that dark pools would continue to grow. And for financial planners he predicted a greater desire to access to direct equity trading on- or off-platform.

Planners commission ban skips property

ELISE BURGESS  |  MONDAY, 30 MAY 2011
Financial planners won't lose out on all commissions after Assistant Treasurer Bill Shorten confirmed the ban on commissions will not cover property investments, pushing opportunities for planners in the self-managed super fund (SMSF) space. Property ...