Articles tagged with 'financial-planners'

Does cash still rule the roost?

20 November 2008 | Offering equity to planners may give your dealership a competitive advantage


Future shortage of finance professionals likely

17 November 2008 | Creates knock-on effect for support staff.


OneVue offers better services since merger

16 September 2008 | Managed accounts products get tick from Lonsec.


More access to financial planners needed

25 July 2008 | Review of fees must not deny access to financial planners.


Investors get access to Buffet, Rogers and Mobius

1 July 2008 | JPMorgan offers select customers access to three internationally renowned master investors.


Internal complaints resolution aid launched

25 June 2008 | FICS and MLC bring toolkit to market.


Reverse mortgage market hits $2 billion

19 March 2008 | Increase in financial planners recommending reverse mortgages.


Overnight MarketWatch

13 December 2007 | Wall Street came out strong in early trade, only to give up most of the gains in the afternoon.


FPA seeks transparency on FICS

27 November 2007 | Increase in monetary limits unwelcome.


More trust in planners

16 November 2007 | Super fund members attest to the value of advice.


Count on track

14 November 2007 | Expectations of a strong year ahead.


FPA simplifies Act

14 November 2007 | New anti-money laundering toolkit.


Perpetual CFO moves up

12 November 2007 | New group executive private wealth announced.


Conference regos up for under 30s

2 October 2007 | FPA looks to involve and engage young planners.


Boutique manager launches new offering

2 October 2007 | Investors look to Victoria.


Dealer group launches cadetship program

13 September 2007 | Consultum rolls out plan to grow its talent.


Mirvac acquires boutique funds manager

13 September 2007 | Mirvac Group has announced plans to purchase the remaining 50 per cent of Domaine.


First Capital receives life line

12 September 2007 | Struggling financial services firm has received an offer to recapitalise.


Online mate offers helping hand

3 September 2007 | A new website offering up-to-date information pertinent to financial planning, has been launched.


Indian miracle continues

1 August 2007 | A leading Indian economist shares some tips for investing in the emerging market.


Super auditors need step up

12 July 2007 | The audit function regarding superannuation needs improvement.


Consumers warned against dodgy investments

28 June 2007 | The FPA endorses latest protection initiative from the ATO.


Industry funds take super campaign to bookshelves

20 June 2007 | The Industry Super Funds network largely responsible for financing the ‘compare the pair’ television advertising campaign has now backed the printing of a handbook on superannuation to be distributed through newsagents throughout Australia from the beginning of July.


InvestmentLink launches remuneration payment system for product providers

4 June 2007 | InvestmentLink has launched a new application designed to improve the management of remuneration payment obligations faced by product providers in the market.


Praemium launches desktop equity data application

22 May 2007 | Portfolio administration service provider Praemium has launched the desktop component of its V-Wrap application, which features the ability to access live share market data for portfolio management.


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
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86%
No
 
14%
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