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Showing 131 - 140 of 191 results for "Advisory Group"

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
... following the loss of sustainable funds head Michael Anderson. AMP-AXA this week also lost high-profile financial advisory group Haywood Financial Management and Partners to MLC, owned by the National Australia Bank. Neither AMP Capital Investors nor ...

SMSF trustees pile $69.5m in US property

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... $46,000. The US Masters Residential Property Fund IPO closed on June 10. Dixon Advisory is a member of the Dixon Advisory Group, which services more than 3,900 SMSF clients with a combined superannuation asset base of more than $3.9 billion. The firm ...

Planners make their budget wishes

ALISON BEVEGE  |  TUESDAY, 10 MAY 2011
... returned to $100,000 for those aged over 50 and $50,000 for those aged under 50. Finn Kelly, financial planner at advisory group Wealth Enhancers, agreed, saying the contributions cap should be $100,000 for all those aged over 50, not just those with ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... and major ratings houses gave Trio and associated Astarra funds glowing ratings. Finn Kelly, financial planner at advisory group Synchron, said advisers could not rely solely on research houses and needed to pay attention to see how they were remunerated. ...

Flare up over MoneySmart

ELISE BURGESS  |  THURSDAY, 17 MAR 2011
The MoneySmart website, launched this week, has already sparked up old flames between super funds and advisers when the site recommended consumers choose advisers who work on a fee-for-service basis. "In our opinion, the fee-for-service model is generally ...

Mind the leadership gap: survey

ALISON BEVEGE  |  TUESDAY, 15 MAR 2011
Nearly half of financial services industry professionals think their bosses are not effective or trustworthy, according to a survey of more than 170,000 workers in Australia and New Zealand. The Aon Hewitt poll, covering seven sectors of the economy ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

Infocus to grow NSW base

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
Dealer group Infocus Money Management is to build out its financial planning network from 75 advisory groups to 200 nationally while focusing on its existing planners through its second phase workshop program. As part of this nationwide expansion plan ...

New chapter for ASET and FMD

ELISE BURGESS  |  MONDAY, 31 JAN 2011
ASET Wealth Management and FMD Group usher in 2011 as stand-alone practices, cutting ties with their previous owners and signing on to dealer group services provider Paragem. ASET Wealth, formally WalterTurnbull Financial Planning, has separated from ...

Platforms control market, not advisers

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... First State with 12 per cent, AMP with 11 per cent and ANZ OnePath with 9 per cent. ANZ OnePath is the biggest advisory group with 1,764 planners, followed by AMP group with 1,719 and PIS with 1,417.