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Showing 1061 - 1070 of 1758 results for "Financial Planners"

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... membership and board to get a better understanding of their strategy and concerns. Improving transparency in how financial planners work with clients and moving the industry to a recognised profession will form a major part of his objectives, he said. ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
... more than $1 million in investable assets, found respondents are generally satisfied with the service from financial planners. The report found respondents rated this higher than the service received from a personal relationship manager, investment banker ...

Orion still well regarded despite downgrade: CEO

MICHAEL HOBBS  |  TUESDAY, 18 MAY 2010
Orion Asset Management expects continued support from financial planners despite a ratings firm downgrade of their Australian equities fund in a recent peer review. Tim Ryan, chief executive and chief investment officer at Orion, said the fund manager ...

Macquarie Life releases flexible insurance

MICHAEL HOBBS  |  TUESDAY, 18 MAY 2010
... lower-income earners in the country. Delaney said the Macquarie Life Active would only be distributed using financial planners, adding there was no strategy to provide the policy directly to consumers. Although Macquarie Life Active includes different ...

AXA protects retirement income

MICHAEL HOBBS  |  FRIDAY, 14 MAY 2010
... investment portfolio holds more growth assets. AXA's existing North product range has already been a hit with financial planners. According to Rainmaker, the AXA North platform is the fastest-growing platform on the market, with its superannuation business ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... knowledge he's developed of multi-asset and multi-manager model portfolios. The firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. OneVue selected Proactive Portfolios as the manager ...

Budget underwhelms planning groups

MICHAEL HOBBS  |  WEDNESDAY, 12 MAY 2010
... technical services manager at MLC, said the tax discount on interest made from savings is great but the firm's financial planners probably won't be changing their clients' savings strategy as a result. "It will make deposit products more attractive but ...

AFS deal raises Asian opportunities

MICHELLE BALTAZAR  |  FRIDAY, 7 MAY 2010
... Group (AFS) remains mum on the identity of its potential buyer but said the deal could potentially open up its financial planners to clients and products outside Australia, particularly in the broader Asian markets. AFS chief executive Peter Daly neither ...

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS  |  THURSDAY, 6 MAY 2010
AXA is working with its financial planners to ensure they are compliant with its fee-for-service structure by July this year. Simon Wallace, general manager of advice and licensing at AXA, said the firm had been working with its financial planners for ...

Paragem targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
... under management to the business. "The announced overhaul of the advice industry will place further pressure on financial planners to deliver a more flexible, lower cost investment alternative that takes into account individual investor needs and move ...