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Showing 1481 - 1490 of 2303 results for "Financial Planner"

NAB/AXA merger not anti-competitive: research

MICHELLE BALTAZAR  |  FRIDAY, 23 APR 2010
Researcher Roy Morgan joins the chorus of dissenting voices on ACCC's reasons for blocking the NAB bid for AXA, releasing a report that shows a combined NAB/AXA or AMP/AXA would have the same impact on industry competition. Roy Morgan Research said ...

The upside of a downside fund

MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
Boutique fund manager Instreet has developed a new product that helps financial planners and their investors protect their Australian equity portfolios from market swings - without having to switch their equities allocation to cash. The product, Link ...

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
Westpac-owned dealer group Securitor caps its annual conference this month with the handing of awards to their best practices and financial advisers in 2009. Brad Cooper, chief executive of BT Financial Group, the wealth management business of Westpac ...

Planner fees for super advice cost $1.3bn

ISN PRESS RELEASE  |  MONDAY, 19 APR 2010
Rainmaker Research has found that $1.3 billion of workers funds were redirected to financial planners in the form of commissions, including $550 million from compulsory (SG) super. Rainmaker, which owns Financial Standard, also reported that $6.48 billion ...

Super too complex to handle

MICHELLE BALTAZAR IS A MEDIA GUEST AT THE SECURITY ANNUAL CONFERENCE IN ADELAIDE  |  THURSDAY, 15 APR 2010
... totality." And just as you would need a doctor to get medical advice, investors would also need a professional financial planner to get the right financial advice. "There will always be a degree of complexity that's in place... these are the things that'll ...

Fin Simplicity upgrades software

PRESS RELEASE  |  THURSDAY, 15 APR 2010
Financial Simplicity's Enterprise Edition now allows financial planners to adjust portfolios simultaneously across all clients and produce client documents quickly. The latest release of the software means planners can create customised portfolio review ...

Planner kayaks for men's health

MICHELLE BALTAZAR  |  WEDNESDAY, 14 APR 2010
A financial planner will kayak 2,200 kilometres down the historic Murray River to raise public awareness for men's health. Partnering with Men's Health SA (South Australia), Securitor planner Garry Pinnington will start his 44-day journey on Monday ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... with potential clients that may not necessarily fit their typical client profile today. Secondly, the average financial planner today is in their 50s and many of them might exit the industry if imminent regulatory changes require them to invest more ...

Centric enhances direct equities services

MICHAEL HOBBS  |  WEDNESDAY, 14 APR 2010
Centric Wealth is building on its direct equities and individually managed account (IMA) capability following demand from its high net worth clients. John McMurdo, chief executive at Centric Wealth, said the planning group's high net worth clients are ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
... protection, it might jeopardise whether or not the person would take the policy," said Chris Browne, award-winning financial planner who started Financial Design For Life. "It comes down to accessibility [of insurance advice]. In a perfect world Godfrey ...