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Showing 981 - 990 of 1758 results for "Financial Planners"

CareSuper and ME take it to the streets

ELISE BURGESS  |  MONDAY, 15 NOV 2010
... setting up in a ME branch to provide face-to-face assistance to help those that may find super confusing. Two financial planners will also be onsite to discuss financial options. The first "Untangle your super" initiative combines a number of services ...

Fee-for-service products gain pace

ELISE BURGESS  |  FRIDAY, 12 NOV 2010
... rating by research house Lonsec after catering its LICs approach for commission-free planners. "Fee-for-service financial planners are increasingly attracted to LICs such as GMI in order to access high quality portfolios and strong management, without ...

The SMSF debt binge

JOHN MCDULING  |  TUESDAY, 9 NOV 2010
... to embrace gearing over the next 12 months. According to an online survey of over 1,900 SMSF trustees, 470 financial planners and 470 accountants by researcher Investment Trends, just seven per cent of SMSFs currently use geared investments, but the ...

Infocus awards advisers

ELISE BURGESS  |  MONDAY, 8 NOV 2010
... NSW, Victoria, South Australia and Western Australia, were part of a three-day event in Noosa for over 140 financial planners and industry leaders from around the country to celebrate the team's many achievements throughout the year and undertake further ...

Bank planners more trusted than family: survey

RUTH LIEW  |  MONDAY, 8 NOV 2010
The onus is on bank-aligned financial planners to lead the way in providing professional advice after a national survey released this month found that two in five Australians are more likely to depend on the big four banks for advice ahead of their ...

Insurance shows industry divide

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... between risk management specialists and those who see it as an add-on. The poll reported that the majority of financial planners believe that the cost of insurance is too high for most consumers. Yet one financial planner that specialises in risk management ...

Shorten delays tax services regime

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
The government is giving financial planners an additional extension before they have to comply with the tax agent services regime. The Assistant Treasurer, the Hon Bill Shorten MP, has introduced new regulations to push back the application due date ...

The changing face of super: State Street

RUTH LIEW  |  MONDAY, 1 NOV 2010
... the country's status as a key financial centre in the Asia Pacific region. Critical to the equation will be financial planners, who will need to position themselves to provide services in the changing landscape. "Australia's superannuation system will ...

More products, more support for planners: BTIM

RUTH LIEW  |  MONDAY, 1 NOV 2010
BT Investment Management will increase the support it gives to financial planners and roll out new products for the retail market as part of its expansion plan, the firm said after announcing a cash net profit after tax of $30.9 million this morning. ...

Lack of confidence impedes adviser referrals

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... smart strategic marketing gets in the way, said Liz McCarthy, head of Macquarie Practice Consulting. "Many financial planners lack confidence to ask for a referral. It's a really delicate balance and given the GFC and where their clients have been for ...