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Showing 1101 - 1110 of 1758 results for "Financial Planners"

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... comes as figures from Investment Trends' Planner Technology Report: September 2009 revealed that 54 per cent of financial planners cited merging data from different sources to produce SoAs, as one of the biggest challenges they currently face, demonstrating ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
Financial planners are three times more likely to favour Platinum Asset Management over other international equities fund managers, new research found. An Investment Trends survey of 648 financial planners found 56 per cent of planners listed Platinum ...

AMP raises Horizons intake

COMPANY RELEASE  |  THURSDAY, 11 FEB 2010
... Horizons, said the bank is increasing the planner intake from 80 to 130 for the year. He said just under 200 financial planners have complete the program since its launch in 2007. AMP is hosting a number of information nights on the academy nationwide ...

FPA loses chief

MICHAEL HOBBS  |  WEDNESDAY, 10 FEB 2010
... take the next step in their career," he said. The FPA is considered the peak professional body for Australia's financial planners, representing approximately 12,000 individuals and businesses.

AMP planners back fee for service APL

MICHAEL HOBBS  |  TUESDAY, 9 FEB 2010
AMP's financial planners have thrown their support behind an approved product list (APL) that does not include any commissions - and fund managers keen to keep their business are fast adjusting to the change. Steve Helmich, director Financial Planning ...

Investors gain sector-based ETFs

PRESS RELEASE  |  TUESDAY, 9 FEB 2010
Institutional investors and financial planners will soon be able to access locally listed sector-based exchange traded funds (ETF) after Australian Index Investments (Aii) announced plans to launch six ETFs to the market in the next three months. The ...

Fin services execs rock on for charity

Some financial service professionals have a secret identity - analysts, fund managers, financial planners and business development managers by day, rockstars by night. The Financial Industry Community Aid Programme (FICAP), developed in 2006 by a group ...

Count buys DKN stake

MICHAEL HOBBS  |  FRIDAY, 5 FEB 2010
... provides platform and product solutions, acquisition and succession services and practice management tools to financial planners. The firm provides those services to more than 300 financial planning practices. Last month, DKN announced a minority interest ...

HOSTPLUS pushes into GC retail market

RUTH LIEW  |  WEDNESDAY, 3 FEB 2010
... intimate community level", according to a press statement. Elia said the outlet will start out with two licensed financial planners with room for more as the business grows. "We're piloting [this] but clearly with the view of rolling this out across ...

AMP won't rely on M&A: Dunn

MICHAEL HOBBS  |  FRIDAY, 29 JAN 2010
... assets under management, to grow. To do this, he said, AMP would invest in strategies that lower costs to its financial planners, improve each planner's 'value proposition' and help each business move to a fee for service remuneration model. "Our hunger ...