Powered by MOMENTUM MEDIA
investor daily logo

News

default image

10 May 2007 • By Madeleine Collins • 1 min read

Insurance traps: planners beware

Financial planners warned to watch out for hidden insurance traps.Financial planners face being held liable for their advice when a client's insurance ...

READ MORE
icon

Planners win top gongs

Count Financial has announced its top financial planners who have contributed the most to the company's rapid business growth.Count handed out its ...

READ MORE
icon

Budget boosts ASIC, APRA, financial literacy

Budget gives to specific funding projects for regulators and education.The corporate and prudential regulators and financial literacy have received a ...

READ MORE
icon

Diversify out of property haze

Property confusion provides challenge for those wanting to invest in the sector.Confusion in the property market is fuelling adviser concern ...

READ MORE
icon

Lukewarm reaction to budget focused on battlers

Reaction to the budget was muffled compared to the rapturous applause following last year's comprehensive reform of Australia's super system

READ MORE
icon

People skills key to fatter profits

Clients yearn for personal and proactive planner contact.Principals could almost double their profits by increasing meetings with premier clients from ...

READ MORE
icon

Investors' priority should be value and risk

Value investing should be the mantra of investors, according to Tyndall head of retail Craig Hobart.Investors should avoid sitting on the sidelines ...

READ MORE
icon

Scale benefits should be passed onto clients: Lambert

Pass on the scale benefits in the form of reduced fees to clients, Lambert tells Count conference delegates yesterday.Fund managers need to stop ...

READ MORE
icon

Instalment benefit claims not taxable: ATO

Tax office decision clarifies protection payment grey area.Insurance claims paid out as monthly instalments will continue to not be assessable as ...

READ MORE
icon

WHK announces tuck-ins

Accounting group expands Australian footprint with two major mergers.WHK Group, Australia's fifth largest accounting group, has boosted its annual ...

READ MORE