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Showing 1181 - 1190 of 1758 results for "Financial Planners"

Gunning joins Ord Minnett as CEO

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
... Securitor and PACT dealerships at Asgard Wealth Solutions, where he had responsibility for 600 independent financial planners. Before that, he held a number of senior positions within Deutsche Private Bank. Gunning replaces Karl Morris who has held the ...

Protection without commission: JB Global

RUTH LIEW  |  FRIDAY, 4 SEP 2009
... back to zero, but the fund manager is still taking their 1.5 to 2 per cent clip - the focus has been on the financial planners side, which is only 25 per cent of the total commission charged to clients as an MER. "[This way] if the clients make money ...

Asian equities approach fair value

MICHAEL HOBBS  |  FRIDAY, 4 SEP 2009
Financial planners may want to reassess their clients allocation to Asia's emerging markets as one investment specialist reckons Asian equities are no longer cheap. Stuart James, senior investment specialist at Aberdeen Asset Management, said Asia's ...

MAP partners with Heritage Building Society

RUTH LIEW  |  THURSDAY, 3 SEP 2009
... of MAP's services. The deal also includes a joint venture entity called HeritageMAP Pty Ltd which authorises financial planners working within MAP Financial Planning and Heritage Financial Planning to service both firms' members. Both MAP and Heritage ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
... FPA members have stories to tell about how their advice has transformed clients' lives. The VOA Awards allow financial planners to gain professional recognition, while also contributing to their reputation and standing in the community," she said. There ...

High expectations, low satisfaction on super advice

ROY MORGAN RELEASE  |  TUESDAY, 1 SEP 2009
... advice to select the superannuation product came from, with accountants gaining top marks and "independent" financial planners at the bottom of the list. According to Roy Morgan, satisfaction with the financial performance of super funds obtained through ...

Market recovery emphasises quality managers

MICHAEL HOBBS  |  MONDAY, 31 AUG 2009
The recent sharemarket recovery has highlighted the need for financial planners to be even more vigilant when choosing a managed Australian equity fund. Rainmaker data found the average top 50 active Australian equities fund lost over 2 per cent while ...

IOOF profits down, to divest life insurance...

MICHAEL HOBBS  |  THURSDAY, 27 AUG 2009
... distribution' underlying NPAT fell by almost half to $5.4 million for the financial year. The firm noted an increase in financial planners and new clients across the Ord Minnett and other dealergroups such as Wealth Managers. Perennial Investment Partners ...

Firm hails the next emerging market

MICHAEL HOBBS  |  TUESDAY, 25 AUG 2009
... Capital has done some business with a few family offices but the firm is keen to broaden its client base to local financial planners and super funds. "This trip I'm meeting asset consultants, managers that build structured products, family offices and ...

Bassanese opens ETF consultancy

MICHAEL HOBBS  |  FRIDAY, 21 AUG 2009
... popularity of exchange traded funds (ETFs) when he set up his new ETF research and consulting business for financial planners and self managed super fund (SMSF) trustees. Bassanese opened North Bondi-based research and consulting business, PennyWise ...