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Showing 931 - 940 of 2303 results for "Financial Planner"

EQT hires AMP exec to target financial adviser relationships

MARK SMITH | TUESDAY, 18 FEB 2014

... worked at AXA Australia as investment research analyst and business development consultant, and at ANZ as a financial planner. "Mani brings a great wealth of technical investment knowledge to the role, with insight across all asset classes, as well as ...

Certified financial planners report higher profitability

LAURA MILLAN | FRIDAY, 14 FEB 2014

A global survey commended by owner of the international Certified Financial Planner (CFP) certification program found that CFPs report higher profitability and client satisfaction. In Australia, 64% of firms believe that advisers with CFP certification ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH | FRIDAY, 14 FEB 2014

Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

FPA's Ask an Expert week sees 150 inquiries

LAURA MILLAN | THURSDAY, 13 FEB 2014

... first week of February, which means that only 2% of the visits ended up in a consumer asking a question to a financial planner. Since the Ask an Expert web page opened on 28 January 2014, there have been 8,704 page views and 1,662 unique visitors While ...

FPA slams detractors of best interest amendment

LAURA MILLAN | WEDNESDAY, 12 FEB 2014

... of Part 7.7A of the Corporations Act. "This does not in any way remove or diminish the legal obligation for a financial planner to 'act in the best interests of their clients," Rantall said. "Consumers have nothing to fear from the proposed amendments," ...

More Australians opt for advice through super

JAMES FERNYHOUGH | MONDAY, 10 FEB 2014

... This compares with 8% in 2009. The number of consumers, meanwhile, who would seek advice through a bank-owned financial planner was lower, at 17%. The number one channel was through advisers not directly or obviously attached to a bank or super fund ...

Charterhill assets frozen

HARRY PAGE | THURSDAY, 6 FEB 2014

The Federal Court in Adelaide froze all assets owned by the founders of the Charterhill group, following an application from the Australian Securities and Investments Commission (ASIC). The Charterhill group specialises in assisting clients to invest ...

Zurich makes further additions to Life Risk team

MARK SMITH | WEDNESDAY, 5 FEB 2014

... Sydeny. Rogers has more than 12 years' experience in the financial services industry and previously worked as a financial planner before joining ING in her first underwriter role. McGregor has held roles with Aviva and MLC where he supported Platinum ...

FPA kicks off week of free financial advice

LAURA MILLAN | MONDAY, 3 FEB 2014

... trust." FPA research recently showed that only 34% of Australians say they know where to find a trustworthy financial planner. "This number is even smaller among low-income households, who often stand to benefit the most from financial planning advice," ...

FoFA reforms put professional standards at risk: Ripoll

LAURA MILLAN | THURSDAY, 30 JAN 2014

... proposed changes will re-permit the payment of conflicted remuneration and re-open the debate about whether a financial planner is an impartial adviser or a sales rep", Whiteley said. The Financial Services Council (FSC) chief executive John Brogden ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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