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Showing 1161 - 1170 of 1758 results for "Financial Planners"

Investors back structured prod investments

MICHAEL HOBBS  |  MONDAY, 19 OCT 2009
... structured product that aims to capture the gains when the market rises over period of time. He said talking to financial planners and other investors about the products since the beginning of the year, just before the market started to recover had paid ...

Bond index returns beat active managers

MICHAEL HOBBS  |  THURSDAY, 15 OCT 2009
Financial planners should rethink how they invest in Australian bonds after research found active managers underperformed the benchmark more than 94 per cent of the time over three and five years. The Vanguard study, which drew research from Standard ...

ANZ recruits retirement specialists

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... do not have any formal financial planning qualifications. Instead, they refer customers to one of the bank's financial planners if the customer requires advice. The bank aims to have a retirement banking specialist in every ANZ branch by mid next year. ...

Rev mortgage market continues to grow

MICHAEL HOBBS  |  TUESDAY, 13 OCT 2009
... mortgage sales, accounting for more than half the market in June. However, this trend is shifting to brokers and financial planners, which have steadily increased their market share in the outstanding loan channel. Yet, Conlon said he is disappointed ...

AIOFP elects new board for PCM

MICHELLE BALTAZAR  |  TUESDAY, 13 OCT 2009
Members of the Association of Independently-Owned Financial Planners (AIOFP) have elected a new board to oversee its product manufacturing arm, Personal Choice Management, ahead of a bidding war on which platforms will manage around $4 billion of fund ...

Coin signs Suncorp Life for three yrs

COMPANY RELEASE  |  TUESDAY, 13 OCT 2009
... Suncorp Life includes Guardian Financial Planning, Cameron Walshe, Suncorp Corporate Agents and Suncorp Bank Financial Planners, which represents over 400 advisers and staff. Coin allows advisers to access, consolidate and communicate investment, superannuation ...

Thin line between values and money

MICHELLE BALTAZAR  |  MONDAY, 12 OCT 2009
Online tools are now available that can help financial planners find out their client's core values and use that information to design a financial plan that is realistic in the long run. Speaking at an adviser conference last week, financial adviser ...

Realindex hits $1 bn FUM

MICHAEL HOBBS  |  MONDAY, 12 OCT 2009
... popularity of the firm's products. Realindex Investments provides four products for wholesale investors and financial planners including Australian shares, Australian small companies, global shares and a hedged global shares strategy. The wholesale version ...

UK platform assets rise 25 pc

COMPANY RELEASE  |  FRIDAY, 9 OCT 2009
... team's attention has turned to income funds given demand for the products from planners. In fact, the number of financial planners that attended the platform's conference on income products rose by 25 per cent last month. "With the low interest rate ...

Challenger annuities post record sales

MICHAEL HOBBS  |  THURSDAY, 8 OCT 2009
... portfolios, particularly with some rates now approaching 7 per cent." The Challenger Guaranteed Income Plan allows financial planners to choose the length of the term; between one and 30 years, select the amount they want fully invested and decide when ...