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Showing 13161 - 13170 of 18280 results for "Plan"

AMP planners to use Lonsec and van Eyk

COMPANY RELEASE  |  FRIDAY, 17 JUL 2009
AMP Financial Planning today announced van Eyk and Lonsec as its preferred independent research house partners. The announcement follows consultation with planners and a tender process. AMP Financial Planning managing director Michael Guggenheimer said ...

Vanguard ETFs hit $20m mark

MICHAEL HOBBS  |  FRIDAY, 17 JUL 2009
Vanguard Investment Australia's three exchange traded funds (ETFs) have attracted $20 million in just two months. Robin Bowerman, head of retail at Vanguard Investments Australia, said while figures are yet to be finalised, the Australian equities ETF ...

Bullish bear

BENJAMIN ONG  |  FRIDAY, 17 JUL 2009
Forty years ago today, what was thought beyond the realms of human possibility became reality. Man landed on the moon. No one also imagined Professor Nouriel Roubini turning into a bull. For as long as I care to remember Professor Nouriel Roubini was ...

X-rays on APLs for Matrix advisers

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
Matrix Financial Solutions advisers are now able to see the underlying assets, investment strategies and currency risk of products in their approved products list, as part of the dealer group's latest research tool upgrades. The new research tools identify ...

Better insurance tech from IRESS

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
CommInsure and IRESS have unveilled a new service that includes real-time insurance premium validation and the delivery of in-force policy information to the adviser desktop. The initiative will allow advisers to confirm the premium returned by IRESS' ...

Don't confuse advice: Guardian

COMPANY RELEASE  |  WEDNESDAY, 15 JUL 2009
Guardian Financial Planning is asking the Government to steer clear of calling the trustee and member interaction 'advice' and clarify that the level of communication proposed is at best 'informed guidance' - not advice. The planning firm is also asking ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
Following adviser feedback, platform provider Oasis Asset Management is looking to add exchange traded funds and separately managed accounts into its platform, while boosting its direct shares offering. Andrew Rawlinson, director of distribution at ...

Platform money flows back into markets

MICHAEL HOBBS  |  WEDNESDAY, 15 JUL 2009
Colonial First State FirstChoice and MLC MasterKey, two of Australia's largest investment platforms, are experiencing inflows away from cash and into listed markets and other growth strategies. Brent Howells, head of product MasterKey at MLC, said the ...

Instreet BDM hires pay off

MICHAEL HOBBS  |  TUESDAY, 14 JUL 2009
Instreet Investment's fund inflows have doubled to over $10 million a month since the firm hired a business development manager in Queensland and Melbourne. The firm hired Gabriel Carey and Susanne Bransgrove as senior business development managers ...

HSBC fund gains 'three stars'

PRESS RELEASE  |  TUESDAY, 14 JUL 2009
Standard & Poor's has rated the HSBC Global Emerging Markets Equity fund 'three stars'. This is the first time the ratings firm has reviewed the HSBC Global Emerging Markets Equity fund, a new product in Australia that is managed by Halbis Capital Management ...