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Showing 11651 - 11660 of 18276 results for "Plan"

Tyndall shifts gears on FI

MATT WOODINGTON  |  TUESDAY, 12 APR 2011
Financial planners should encourage clients to reconsider their view on Australian fixed interest, which represents a safe haven investment, said the head of fixed income at a $22 billion fund manager. Roger Bridges of Tyndall Investments Australia ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners are finding it harder to sell their practices this year and business values have declined, thanks to legislative uncertainty, according to industry valuation firm Radar Results. The consulting firm said requests for valuations on ...

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
Financial planners can now learn behavioural skills to help them sell insurance to clients through a new training course offered by AXA. The Risk Learning Program has two main components, one that teaches advisers to discuss life, TPD and income protection ...

Been there, done that

BENJAMIN ONG  |  TUESDAY, 12 APR 2011
... this into pricing. Been there, done that! There was news over the weekend that Libya's Qaddafi has agreed to a ceasefire plan presented by the African Union. Of course he would, as long as he still gets to sit on his throne. The Libyan rebels rejected ...

Premium appoints former Aust Ethical sales head

MICHELLE BALTAZAR  |  MONDAY, 11 APR 2011
Premium Wealth Management has named Paul Harding-Davis, previously the head of sales and marketing at Australian Ethical Investment, as general manager. Harding-Davis will start later this month and takes over the role vacated by Jeremy Wardell, who ...

Bendigo aims to empower planners

MATT WOODINGTON  |  MONDAY, 11 APR 2011
Bendigo and Adelaide Bank officially launches Bendigo Wealth with a distinct focus on tailor made customer service from financial advisers. The new wealth management division has been created to align its portfolio of offerings, including leveraged ...

Market Wrap - Midday

AAP  |  MONDAY, 11 APR 2011
Australian stocks were firmer at noon, with the energy and gold sectors leading the market higher. However, stocks pulled back from their morning peak as banking stocks dipped into red figures by noon. At 1210 AEST, the benchmark S&P/ASX200 index was ...

Macq coins onto mortgage agenda

ELISE BURGESS  |  MONDAY, 11 APR 2011
Three out of four financial planning practices offer mortgage broking or referral services to their clients on their agenda, leading Macquarie to launch a mortgage module for COIN Office. The new module provides tools that will assist advisers to meet ...

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
The federal government has granted an extra year to both Managed Investment Trusts (MITs) and financial planners providing tax advice to come to terms with new legislation. Bill Shorten, assistant treasurer and minister for financial services and superannuation ...

Market Wrap

AAP  |  FRIDAY, 8 APR 2011
The Australian share market was flat in opening trade on a weak lead from Wall Street after another earthquake struck Japan overnight. At 1013 AEST, the benchmark S&P/ASX200 index was 2.8 points lower at 4,905.3, while the broader All Ordinaries index ...