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Showing 1081 - 1090 of 2303 results for "Financial Planner"

AIA improves platform distribution with new launch

MARK SMITH  |  THURSDAY, 13 DEC 2012
AIA Australia has launched it Priority Protection for Platform Investors insurance product on the Personal Private Platform. The move is aimed at making it easier for advisers to get access to the insurance product for their clients. The platform is ...

Listed fund's shareholders approve merger

BEN COLLINS  |  TUESDAY, 11 DEC 2012
Listed investment fund WAM Capital (ASX code: WAM) yesterday announced to the market that its shareholders had overwhelmingly approved a proposed merger with rival Premium Investors Limited (ASX code: PRV). Both companies had unveiled merger plans on ...

Morphic Asset Management expands team

MARK STORY  |  MONDAY, 10 DEC 2012
The recently launched Morphic Global Opportunities Fund (MGOF) has reached $15 million in Funds under Management (FUM) in less than four months, and its manager Morphic Asset Management (MAM) has expanded its investment team and board. MAM has appointed ...

La Trobe mortgage fund scoops industry award

MARK SMITH  |  THURSDAY, 6 DEC 2012
La Trobe Financial's Pooled Mortgages Option (PMO) has won the Money Magazine Gold Award for the Best Mortgage Fund in Australia for the fourth consecutive year. Chris Andrews, head of funds management at La Trobe Financial said: "This is another milestone ...

Clients favour modular advice

BEN COLLINS  |  TUESDAY, 4 DEC 2012
Most clients don't want a long, face-to-face interview with their financial planner and business models should change to better meet their needs, research shows. Investment Trends surveyed 1,375 Australian adults in August through to September this ...

Advisers' client numbers down

BEN COLLINS  |  MONDAY, 3 DEC 2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows. The report from research-house Investment Trends shows that while fewer Australians are now using financial ...

FPA praises 'truth in labelling' legislation

MARK STORY  |  THURSDAY, 29 NOV 2012
... fully licensed and authorised to provide personal financial advice are actually entitled to call themselves a financial planner/adviser. Currently, under the Corporations Act 2001, there is no constraint on individuals calling themselves financial planners ...

Accounting firm takes on wealth management

STAFF JOURNALIST  |  THURSDAY, 29 NOV 2012
... experience in financial services. Lord started his career in funds management and broking before becoming a financial planner in 1997. He founded his own practice in 2002 which has now merged with HLB Mann Judd Melbourne. Mark Pizzacalla, managing partner ...

TAL crowned life company of the year

MARK SMITH  |  MONDAY, 26 NOV 2012
TAL has been named Life Company of the Year in CoreData's Annual Risk Report. The insurance giant scored highly on CoreData's three most important attributes - having a strong customer focus, competitive cover definitions and the ease of doing business ...

ASIC takes action against Storm adviser

BEN COLLINS  |  THURSDAY, 22 NOV 2012
A Storm financial planner has been slapped with an enforceable undertaking by the corporate watch dog after concerns about his advice to clients. Terence Webb's customers may have been advised to only put their money in the one investment strategy recommended ...