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Showing 1151 - 1160 of 1758 results for "Financial Planners"

Advice delivers $2,400 savings per year: research

IFSA RELEASE  |  THURSDAY, 5 NOV 2009
Good financial planners know this, investors who use good financial planners know this but, at last, someone finally did some serious number crunching on the value of advice. Investment and Financial Services Association (IFSA) commissioned KPMG Econtech ...

AMP eyes seasoned planners

COMPANY RELEASE  |  WEDNESDAY, 4 NOV 2009
... an 11 week course from January 2010, will continue to educate and train successful professionals to become financial planners with AMP." The new training and development program will complement AMP's existing recruitment, training and support programs. ...

NAB launches new mortgage division

COMPANY RELEASE  |  MONDAY, 2 NOV 2009
... "NAB Partnerships provides us with a great platform to build relationships with brokers, mortgage managers and financial planners by providing them with a comprehensive range of services that help them grow their businesses," said Matt Lawler, executive ...

ANZ says no to ING IM acquisition, for now

RUTH LIEW  |  WEDNESDAY, 28 OCT 2009
... wealth management and insurance chain, transforming it into a $45 billion fund manager with more than 1,700 financial planners.

Warning signs in consumer wealth report

ALEX DUNNIN  |  WEDNESDAY, 28 OCT 2009
... wealth is due to owner-occupied housing and only one-quarter due to super. The research also confirmed that financial planners and accountants mainly service the top-end, being the wealthiest 40 per cent of the population. These groups drive 72 per cent ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
... fund managers and invited them to discuss what the decision to move to a fee-for-service structure for its financial planners means to them. This follows the announcement by the group at its half-year results presentation in August that its financial ...

Premium eyes more practices

MICHAEL HOBBS  |  MONDAY, 26 OCT 2009
... benefits of an independently owned business." Independently owned, Premium Wealth Management has around 60 financial planners across 22 practices. He said SMA technology is becoming more popular for the business' financial planners. "A couple of firms ...

Budget, what budget?

MICHELLE BALTAZAR  |  FRIDAY, 23 OCT 2009
Financial planners will struggle to get many Gen-Yers to follow financial advice after yet another study found one in four have never budgeted in their life and, even when they do, it's to blow the lot on a holiday. St. George Bank commissioned a study ...

FPs and accountants at odds on SMSF strategies

MICHAEL HOBBS  |  TUESDAY, 20 OCT 2009
Financial planners are almost three times as likely than accountants to place self managed super fund (SMSF) clients on a platform, highlighting key differences in how the two professions are dealing with this booming market segment. The Investment ...

Perennial recruits investment specialists

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
... group clients. John Negri has been appointed investment specialist servicing Victorian and South Australian financial planners. Andrew Davies, also an investment specialist will be servicing platforms, national dealer groups and NSW financial planners ...