Wednesday, 1 September 2010
Equipsuper Financial Planning launched a "be yourself" communications campaign last week encouraging members to seek professional financial advice - with one in four members requesting follow-up from planners as a result of the initiative.
Read more »Wednesday, 1 September 2010
Australian Ethical's funds under management (FUM) rose 12 per cent to $614 million in the year to June, buoyed by net inflows and market movements - but profits fell compared to the previous year.
Read more »Wednesday, 1 September 2010
Million Dollar Round Table (MDRT) has welcomed a number of new members to its ranks as more financial planners are finding themselves successfully qualifying for membership.
Read more »Tuesday, 31 August 2010
Fiducian Portfolio Services has posted a 25 per cent rise in net profit after tax to $4.11 million, with assets under administration improving to $1.14 billion.
Read more »Tuesday, 31 August 2010
Research houses that are not paid by fund managers for their product ratings are 2.4 times more likely to critically assess the performance of those managers, said van Eyk chief executive, Mark Thomas.
Read more »Monday, 30 August 2010
The Association of Financial Advisers (AFA) has launched the Future of Financial Advice (FOFA) Working Group.
Read more »Monday, 30 August 2010
Next generation investors and retirees will be relying more on the web for 'rich media' updates on how their investments are faring, said a finance technology expert.
Read more »Thursday, 26 August 2010
IOOF Holdings, the listed financial services group that could become the new owner of the AXA North platform subject to ongoing AXA APH merger talks, books a strong set of full-year results and flags the continuing consolidation of its various business units.
Read more »Thursday, 26 August 2010
Performance-based fees have traditionally been the domain of fund managers - but research shows a growing number of investors are urging financial planners to start adopting this fee structure.
Read more »Thursday, 26 August 2010
AMP has designed a personalised Member Benefits Report that helps engage its members by allowing them to better understand their superannuation.
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