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Showing 1111 - 1120 of 1758 results for "Financial Planners"

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... under his companies Yellow Brick Road and Yellow Brick Road Securities, and Miles, under his new group Fortnum Financial Planners, said they are looking for an investment platform superior to existing offerings. First, they want a 'universal managed ...

AMP and Hillross pledge $18,900 to charity

COMPANY RELEASE  |  THURSDAY, 28 JAN 2010
AMP and Hillross financial planners have pledged $18,900 to the Future2 Foundation, a charity that supports the financially under-privileged. The group's financial planners pledged donations by placing a 'leaf', which represents a $100 donation, on ...

Unlisted property continue to pose liquidity headaches

JOHN KAVANAGH  |  FRIDAY, 22 JAN 2010
... liquidity of unlisted property securities has become a big portfolio construction issue for fund trustees, financial planners and investors. The move late in 2008 by a number of unlisted property fund managers to freeze redemptions has forced planners ...

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
... the revenue stream are now uncertain?" said Meldrum. What has been overlooked in the ongoing debate about how financial planners should structure their business is that the average financial adviser is 54 years old - close to retirement age. Given the ...

FinaMetrica rides regulatory wave

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
... FinaMetrica, said regulatory changes including the introduction of the Treat Customers Fairly (TCF) in the UK meant financial planners are looking for ways to prove they're providing a good service to clients. As a result, UK demand for the risk profiling ...

Easier payments for advice: ANZ

RUTH LIEW  |  TUESDAY, 19 JAN 2010
... Members however will have to pay for non-super related advice separately, and won't be able to use the service. Financial planners who work under this arrangement will charge members fees, and no commissions will be accepted. Members who opt to use this ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
... of distribution and marketing at netwealth, said the firm bought Bridgeport to broaden its distribution to financial planners. "We have our independent financial advisers who distribute netwealth and we have distribution ties through our dealership FPSA. ...

Add some sugar, then blend

COMPANY RELEASE  |  FRIDAY, 15 JAN 2010
... mix of managed funds, or exposure to China and India, within their portfolios. The new blending tools enables financial planners to demonstrate to clients the impact of portfolio construction on their investments. "Our Australian and Global Equities ...

Star ratings face predictability test

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
... full market cycle. In early December, Advisor Perspectives, a US-based investment trends data provider for financial planners conducted its own analysis on how Morningstar's ratings system fared in recent years. Using ratings data for the three years ...

CFS halts mortgage fund redemptions

MICHAEL HOBBS  |  THURSDAY, 14 JAN 2010
... struggle to gain inflows because the banks are paying "very high" term deposit rates. Also, she said would financial planners find it difficult to access the products because most investment platforms require daily liquidity, which is at odds to a number ...