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Showing 11611 - 11620 of 18276 results for "Plan"

Clients want commissions - AFA

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
Financial planning clients want commissions to remain on life insurance products, according to research by the Association of Financial Advisers. The AFA research, conducted by CoreData and sponsored by AIA Australia, surveyed corporate super and life ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 27 APR 2011
The Australian market has received positive leads from offshore trading overnight, with Wall Street finishing robustly, although commodities markets were mixed. On the ASX 24, the June share price index futures contract was 26 points higher at 4,941 ...

Vanguard varies approach to Australian equities

MATT WOODINGTON  |  THURSDAY, 21 APR 2011
Vanguard plans to begin trading its latest three ETF products, which will track all sections of the Australian share market, on the ASX at the end of May. The new funds include Australian small and large companies and a high-yield Australian shares ...

Investec to launch equity derivatives platform

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... Australian structure will be similar to those in London and Johannesburg as we favour the strength within the region and plan to provide solutions for Australian clients demands," said Jones-Prichard. "Our business will be multi-faceted, there will be ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... emerging markets (13 per cent). The survey also found that one-third of affluent investors had not developed a retirement plan with their advisor. "This is information advisors can use to approach clients about products and services they want but may ...

Sustainable strategy downgraded

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... strategy, which had $2.3 billion in assets as of June 30, 2010, the ratings house said. The products are offered by AMP, Life Plan and Perpetual through its Wealth Focus platform and possibly other wrap accounts. Morningstar cited potential staff turnover ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
An industry turf war has erupted after accountants said they want the Federal Government to dump adviser requests to restrict the term 'financial planner'. The National Institute of Accountants (NIA) fired the first shots yesterday, saying moves to ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
Self-managed super fund service provider Cavendish Superannuation has teamed up with the University of Adelaide to offer a three-day course next month explaining the complex area of self-managed funds. Cavendish self-managed super fund (SMSF) experts ...

Macquarie arms advisers with online cash tool

MATT WOODINGTON  |  WEDNESDAY, 20 APR 2011
... Any changes to that amount will go through automatically so advisers do not have to update the automatic cash management plan every year. "The wrap industry is evolving and what we are hearing from advisers is the need for solutions that help them to ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
Guardian Financial Planning has named former Commonwealth Bank (CBA) national head of financial planning as its new business acquisition manager, as part of its strategy for 10 per cent growth per annum over the next three years in its adviser network. ...