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Showing 1151 - 1160 of 1323 results for "Stage 1"

Calliva suspends new loans to SMSFs

THE SHEET  |  WEDNESDAY, 23 JUL 2008
Specialist lender Calliva Group has been forced to suspend new applications for its superannuation fund loan product, SuperAccess, after being told by its funder RBS that its facility would not be renewed. Calliva chief executive Vince Scully said RBS ...

Planners miss sustainable mark: Fahy

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
Financial planners must embrace sustainability as a serious wealth management issue or risk losing existing clients, according to Financial Services Institute of Australasia (Finsia) chief executive, Martin Fahy. Fahy said research conducted with Griffith ...

This Week's Market Movers (21-25 July 2008)

BENJAMIN ONG  |  MONDAY, 21 JUL 2008
The week ahead will be a busy one, giving financial markets plenty of information to discern the near-term outlook for growth and inflation. Australia: The Australian Bureau of Statistics release of the Consumer Price Index (CPI) report for the June ...

US houses continue to burn

BENJAMIN ONG  |  FRIDAY, 18 JUL 2008
Market Movers Overnight The US housing market remains in a freefall. The US Commerce Department reported that housing starts increased to 1066K in June, a month-on-month rise of 9.1 percent. This was better than market expectations for a 1.8 percent ...

Market Wrap - Morning

AAP  |  THURSDAY, 10 JUL 2008
The Australian share market is expected to open lower today after US equities fell as investors grappled with renewed worries about the soundness of the financial sector. At 0729 AEST on the Sydney Futures exchange, the September share price index futures ...

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
Clients of proactive financial planners are less stressed about their asset allocation and overall portfolio after being sent educational material during equity market corrections. Chris Browne, Financial Design for Life senior financial planner, said ...

AdviserLogic launches planner-friendly software

It was more than three years in the making but a former financial planner has collaborated with a tax specialist and a leading IT expert to create a planning software that promises a better IT platform for small to mid-size planning practices. AdviserLogic ...

AXA planner profitability model delivers

A business planning model provided by AXA across its dealer group just under a year ago proved to be a winning formula helping planners who took it up to deliver six times more than those who opted out of the service. In August last year, AXA launched ...

Pentafin tags Thunderhead for SMAs

RUTH LIEW  |  MONDAY, 16 JUN 2008
Pentafin has secured the Thunderhead NOW platform to support its unit trust and managed accounts (MA) business. Pentafin partnered with Thunderhead following a global hunt for a solution provider to cater to the technology firm's MA and unit trust requirements. ...

Free cash flow paves road to returns

RUTH LIEW  |  TUESDAY, 13 MAY 2008
Grant Samuel Funds Management has launched a new global equity fund that sidesteps the popular P/E ratio yardstick in favour of 'free cash flow' analysis, which the company believes is the best metric to achieve higher risk-adjusted return. "There was ...