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Showing 1251 - 1260 of 2303 results for "Financial Planner"

Demand rises for Aussie bonds and cash: AMP

ALISON BEVEGE  |  TUESDAY, 21 JUN 2011
The flight to safety has returned with fixed income increasing in popularity and mandates flowing to diversified fixed interest, AMP capital said today. Ben Harrop, AMP Capital's Head of Retail Distribution, leads a team that manages $38 billion in ...

MLC deals first blow in planning recruitment drive

MATT WOODINGTON  |  FRIDAY, 17 JUN 2011
MLC said that it hopes to add "many more" financial advisers to its ranks after Haywood Financial Management & Partners agreed to join one of its dealer groups after quitting AXA. Melbourne-based Haywood Financial, which is run by director Scott Hayward ...

NAB sued over financial advice

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
The National Australia Bank is being sued after a financial planner allegedly told a couple to invest more than half of their portfolio in two European property trusts, losing them more than a million dollars. In 2007, Victorian cattle farmers Malcolm ...

CommInsure hires AMP manager to strengthen retail advice

MATT WOODINGTON  |  FRIDAY, 10 JUN 2011
CommInsure has appointed former AMP Financial Planning regional manager Andrew Kennedy as its new head of retail advice distribution. CommInsure has also appointed Mark Sheldon to the newly-created role of head of business retention and growth, to help ...

Get on your bike for charity

RACHEL DAVIS  |  FRIDAY, 10 JUN 2011
The 2011 BT Future2 Wheel Classic has opened for registrations and the gauntlet has been thrown down. With a target of $100,000, there are plenty of opportunities for the industry to get involved. The 2011 BT Future2 Wheel Classic will see participants ...

Praemium V-Wrap platform goes mobile

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... ready access to portfolio summary and market data services. Praemium's V-Wrap Mobile technology will provide financial planner users and clients with the platform features through their mobile phones, including the ability to order equities ion the market ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

Grant Samuel signs US fixed income partner

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Grant Samuel Funds Management has signed a new distribution agreement with US fixed income specialist Payden & Rygel to deliver emerging market debt and absolute return products in Australia. Grant Samuel selected Payden & Rygel for its ability to provide ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...

Proposed tough planner rules

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
Financial planners could face a tougher regulator, if changes to ASIC's powers go ahead. Currently under review by the Treasury, proposals include strengthened authority to ban advisers. The reforms in question propose that harsher penalties should ...