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Financial Planning

Dixon criticises Premium buy-back scheme

MICHAEL HOBBS  |  WEDNESDAY, 8 JUL 2009
Dixon Advisory and Superannuation Services claim the 8 per cent on-market buy back scheme proposed by the Premium Investors board will not provide enough liquidity to shareholders.

US planners prefer fee model: survey

PRESS RELEASE  |  TUESDAY, 7 JUL 2009
US based financial planners are favouring a fee based remuneration model and appreciating the role of education more, according to a survey.

Experts pick top stocks and sectors

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
Financial planners should look towards the mining sector and good value small to mid-cap stocks to boost returns in Australian equities allocations over the next two years, according to industry experts.

Desktop Broker signs on 17 clients

RUTH LIEW  |  TUESDAY, 7 JUL 2009
Direct equities trading platform Desktop Broker has recruited 17 dealer groups to use its services since February this year - partly driven by the firm's "10 business days or less" payment system.

Matrix adds ETFs to APL

PRESS RELEASE  |  MONDAY, 6 JUL 2009
Matrix Planning Solutions has added the Aurora Sandringham Dividend Trust, a number of iShares exchange traded funds (ETFs) and two State Street SPDR ETFs to the group's approved product list.

FPA extends free online advice service

FPA RELEASE  |  FRIDAY, 3 JUL 2009
The Financial Planning Association's (FPA) Ask an Expert online advice service will be available until the end of this month.

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
The Association of Financial Advisers (AFA) is again calling for Treasury to restrict the term 'financial adviser' amid a barrage of negative media reports on the planning industry.

Countplus buys first Sydney practice

COMPANY RELEASE  |  FRIDAY, 3 JUL 2009
Countplus has bought a 25 per cent stake in St Leonards-based MBT Accounting Services - marking the first purchase of a Sydney-based firm.

When ASIC knocks, answer immediately

RUTH LIEW  |  THURSDAY, 2 JUL 2009
You've been served. Recent reports about corporate watchdog ASIC paying a personal visit to two accountants (mistakenly reported in the media as financial planners) to hand them notices illustrate the far-reaching powers of the regulator, says an industry ...

Shadforth searches for more practices

COMPANY RELEASE  |  THURSDAY, 2 JUL 2009
The Shadforth Financial Group is looking to attract other practices to the fold after 13 financial planning firms started to operate under the brand yesterday.