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Showing 1591 - 1600 of 2303 results for "Financial Planner"

AMP all aboard CFS, Navigator and Macq platforms

COMPANY RELEASE  |  WEDNESDAY, 7 OCT 2009
AMP Capital Investors' Capital Asian Equity Growth and Corporate Bond Fund have been added to a number of Colonial First State, Navigator and Macquarie platforms. The AMP Capital Asian Equity Growth Fund has been added to Colonial First State FirstWrap ...

Industry funds not undermining confidence: ISN

ALEX DUNNIN  |  TUESDAY, 6 OCT 2009
... while super funds are exempt. Whiteley said however that this is a misreading of the guidelines because "any financial planner can use ASIC's guidance notes and introduce intra fund advice." "If only three in ten people use advisers then what are the ...

Aussies follow Brits pushing advice aside

COMPANY RELEASE  |  WEDNESDAY, 30 SEP 2009
... only for the rich and that people think they have to buy a financial product. It just isn't the case. A good financial planner will focus on strategy, not products," he said. According to the UK survey, there is also a severe lack of confidence in all ...

ANZ buys ING Aus for $1.76bn

MICHELLE BALTAZAR  |  FRIDAY, 25 SEP 2009
ANZ goes up the ranks of the wealth management and life insurance sectors when it acquired the 51 per cent stake it did not own in a joint venture with ING Group for $1.76 billion - transforming it into a $45 billion fund manager with more than 1,700 ...

Aviva launches insurance 'mylink'

MICHELLE BALTAZAR  |  FRIDAY, 25 SEP 2009
... can sometimes be sensitive and awkward, she said. This is particularly relevant in rural areas or where the financial planner's client base also include family and friends. "It means a client can answer such questions in the privacy of their own home ...

Matrix cuts licensee fees after profit result

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
Matrix Planning Solutions has cut the licensee fee it charges its financial planning practices - announcing the decision after posting strong full-year numbers. Rick Di Cristoforo, managing director at Matrix, said the group had posted a profit similar ...

Oasis adds two groups and recovers FUM

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
... fallen to around $3.5 billion over the six months to March. "We focused on what we could control, such as a financial planner's experience, instead of things we can't control, like the markets," he said. "We've had some good results in inflows and good ...

Population explosion to reshape wealth and pension

MICHELLE BALTAZAR  |  FRIDAY, 18 SEP 2009
Financial planners and super funds will be catering for a much bigger market than previously thought, after Treasurer Wayne Swan said the population could grow to 35 million by 2049, much higher than earlier estimates of around 28 million. Speaking ...

Switching super funds on the rise: survey

MICHAEL HOBBS  |  WEDNESDAY, 16 SEP 2009
... since the start of the financial crisis. Meanwhile, the survey found an active member's desire to consult a financial planner before making any changes had fallen. "Overall, 29 per cent of all investors who were intending to switch said they would consult ...

Spam levels threaten inbox safety

MICHAEL HOBBS  |  WEDNESDAY, 16 SEP 2009
Financial planners should have a good look at whether their internet security is up to date after a technology firm found the amount of spam on the internet rose by 192 per cent in a year. Security firm, Symantec, found the amount of spam on the internet ...