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Showing 1221 - 1230 of 1758 results for "Financial Planners"

Part-time staff insurance made easier

RUTH LIEW  |  WEDNESDAY, 24 JUN 2009
Financial planners with part-time employed clients can now get income protection and TPD cover easier with Asteron's new "5 Hours" definition. Asteron unveilled its new "5 Hours" definition last month, in addition to its flagship "10 Hours" definition. ...

Charter needs legislative backing: ISN

COMPANY RELEASE  |  THURSDAY, 18 JUN 2009
... association's members. Garry Weaven, chair at Industry Funds Management, said there must be a legal requirement for financial planners and accountants to act in the best interests of clients. "This is a great milestone in the campaign of the Industry ...

T. Rowe Price to grow retail presence

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 16 JUN 2009
... institutional space, he hopes that their flagship product, the Global Equity Strategy, will also appeal to financial planners. "We have the highest [global equities] rating across insto and retail," said Brewer, noting the group's top recommendation ...

Fund manager pioneers voice technology

MICHAEL HOBBS  |  FRIDAY, 12 JUN 2009
... "Voice biometrics is yet another way in which Aviva is improving the experience for both our customers and financial planners," said Frank Lombardo, group director of operations at Aviva. This news comes after the 2009 Salmat VeCommerce Identity Verification ...

The liquidity trade-off

MICHAEL HOBBS  |  THURSDAY, 4 JUN 2009
... product manufacturing side, said Mark Dutton, chief investment officer at AXA Australia and New Zealand. He said financial planners and product providers must forego one "key objective" to ensure other aspects of the portfolio meet expectations. "If ...

E*TRADE fee hits planners

MICHAEL HOBBS  |  MONDAY, 25 MAY 2009
... broking firm E*TRADE changed the pricing on one of its direct share packages - a move which could mean some financial planners will have to pay $1,250 per month for services that were previously free. The pricing changes affect a package the firm provides ...

Planners face higher PI fees

MICHAEL HOBBS  |  WEDNESDAY, 20 MAY 2009
The Australian Securities and Investments Commission's (ASIC) dispute resolution scheme overhaul means financial planners may be forced to pay higher professional indemnity premiums and their clients could face higher fees. The new rules mean that from ...

Cavendish slashes SMSF starting fees

RUTH LIEW  |  MONDAY, 18 MAY 2009
... announced that establishment fees for all new funds commenced after last Friday would be reduced from $995 to $695. Financial planners with clients aiming to set up their own self managed super funds can reap the $300 discount as a result of Cavendish' ...

AMP posts strong super and risk flows

MICHAEL HOBBS  |  FRIDAY, 15 MAY 2009
... AMP is focussing on growing the bank's risk insurance, retail banking businesses and increasing the number of financial planners. Over the long term, Dunn identified two key drivers that will heavily influence the firm's strategy; a move to simpler ...

AXA names top adviser

PRESS RELEASE  |  FRIDAY, 15 MAY 2009
... becoming a salaried financial planner two years later. He opened his own business with a group of other AXA financial planners and three years on created Crest Financial Services. The financial planning firm is now AXA's largest practice in the Hunter ...