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Showing 1081 - 1090 of 1758 results for "Financial Planners"

Planner fees for super advice cost $1.3bn

ISN PRESS RELEASE  |  MONDAY, 19 APR 2010
Rainmaker Research has found that $1.3 billion of workers funds were redirected to financial planners in the form of commissions, including $550 million from compulsory (SG) super. Rainmaker, which owns Financial Standard, also reported that $6.48 billion ...

Fin Simplicity upgrades software

PRESS RELEASE  |  THURSDAY, 15 APR 2010
Financial Simplicity's Enterprise Edition now allows financial planners to adjust portfolios simultaneously across all clients and produce client documents quickly. The latest release of the software means planners can create customised portfolio review ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... and licensee select, told the attendees that the worst of the financial crisis is over and that it's time for financial planners to return to growing their business. "The last two years was tough. You spent plenty of time talking with your clients [about ...

Centric enhances direct equities services

MICHAEL HOBBS  |  WEDNESDAY, 14 APR 2010
... the direct equities world." Centric Wealth has more than $5 billion in funds under advice across more than 40 financial planners. This development follows Philip Kelly, executive chair at Centric, describing the business' growth strategy. He said the ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... communication areas. Mark Spiers will be general manager, advice with responsibility for Westpac and St.George financial planners, personal insurance advisers, independent financial advisers and dealer groups. Meanwhile, Jan Swinhoe will continue to ...

Ausbil Dexia Aus equities in high demand

MICHAEL HOBBS  |  TUESDAY, 6 APR 2010
... 47 per cent in the year to February. These ratings have contributed to the fund manager's popularity among financial planners despite the increased volatility in Australian equities during the past 18 months. Xiradis said the fund manager posted negative ...

K2 wins dealer group mandates

MICHAEL HOBBS  |  TUESDAY, 30 MAR 2010
... retailers," he said. Approximately 55 per cent of K2 Asset Management's funds under management (FUM) come from financial planners. The fund manager has more than $765 million in FUM, of which more than half is invested in the Australian equities fund. ...

Aussie planners overworked: survey

PRESS RELEASE  |  TUESDAY, 30 MAR 2010
A survey found 25 per cent of financial planners work more than 50 hours a week - six hours more than the Australian average and nine hours more than other developed nations. The Evolve Logic survey found over 80 per cent of respondents are working ...

BTIM realigns income and diversified funds

MICHELLE BALTAZAR  |  FRIDAY, 26 MAR 2010
... funds in another and will be hiring two new senior appointments as part of the restructure. Gonzalez assures financial planners that the restructuring has little impact on portfolio management responsibilities with only the Australian government bond ...

IFSA blasts latest APRA league tables

ALEX DUNNIN  |  THURSDAY, 25 MAR 2010
... the case for why the Government must act to prohibit commissions and ongoing percentage based fees paid to financial planners." The challenge for APRA's critics however is proposing an alternative wholistic measure or debunking why one is needed in the ...