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Showing 1511 - 1520 of 2303 results for "Financial Planner"

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
Coin Software has rolled out a new Comprehensive Statement of Advice (SoA) template to help financial advisers with their admin needs. The launch was part of an upgrade for Coin Office v3.4. The Comprehensive SoA template allows advisers to provide ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
Financial planners are three times more likely to favour Platinum Asset Management over other international equities fund managers, new research found. An Investment Trends survey of 648 financial planners found 56 per cent of planners listed Platinum ...

AMP raises Horizons intake

COMPANY RELEASE  |  THURSDAY, 11 FEB 2010
AMP is increasing the intake to the Horizons Financial Planning Academy by 50 per cent to cope with demand. Tim Steele, director at AMP Horizons, said the bank is increasing the planner intake from 80 to 130 for the year. He said just under 200 financial ...

FPA loses chief

MICHAEL HOBBS  |  WEDNESDAY, 10 FEB 2010
Jo-Anne Bloch, chief executive of the Financial Planning Association (FPA), has resigned - a decision that took the FPA by surprise. Bloch spent three years as chief executive at the FPA. During this time she led the revamp of its professionalism framework ...

AMP planners back fee for service APL

MICHAEL HOBBS  |  TUESDAY, 9 FEB 2010
AMP's financial planners have thrown their support behind an approved product list (APL) that does not include any commissions - and fund managers keen to keep their business are fast adjusting to the change. Steve Helmich, director Financial Planning ...

Investors gain sector-based ETFs

PRESS RELEASE  |  TUESDAY, 9 FEB 2010
Institutional investors and financial planners will soon be able to access locally listed sector-based exchange traded funds (ETF) after Australian Index Investments (Aii) announced plans to launch six ETFs to the market in the next three months. The ...

Fin services execs rock on for charity

Some financial service professionals have a secret identity - analysts, fund managers, financial planners and business development managers by day, rockstars by night. The Financial Industry Community Aid Programme (FICAP), developed in 2006 by a group ...

Count buys DKN stake

MICHAEL HOBBS  |  FRIDAY, 5 FEB 2010
Count Financial has bought a five per cent stake in financial services solutions provider, DKN Financial Group, as financial planning groups continue their buying spree. The purchase, worth over $5 million in ordinary shares, means Zurich Financial ...

HOSTPLUS pushes into GC retail market

RUTH LIEW  |  WEDNESDAY, 3 FEB 2010
HOSTPLUS continues to defy convention by opening a retail shop in Queensland - the first time a non-profit super fund is opening its doors directly to the public and another signal that the Victorian fund is not afraid to expand aggressively outside ...

AMP won't rely on M&A: Dunn

MICHAEL HOBBS  |  FRIDAY, 29 JAN 2010
Craig Dunn, chief executive at AMP, said at a recent conference that the wealth management giant is not pinning its long-term growth strategy purely on merger and acquisitions. Speaking at the AMP 2010 planner conference last week, Dunn said the firm's ...