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Showing 1601 - 1610 of 2303 results for "Financial Planner"

Ban flipping arrangements: ISN

RUTH LIEW  |  TUESDAY, 15 SEP 2009
Industry Super Network is calling for the immediate ban of 'flipping' - the transferring of members from a wholesale fund to a more expensive personal super product - citing high fees and increased insurance premiums as key problems of the practice. ...

Coin partners Lonsec research

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Coin Software has added Lonsec as a supplementary research provider. This means financial planners using Coin Office software can access in-depth unlisted investment research from Lonsec. Lonsec will also provide monthly one-page reports, fund updates ...

Free planning for members in need: Equipsuper

RUTH LIEW  |  FRIDAY, 11 SEP 2009
... illness - allowing them to access a representative from the $4.2 billion fund's member services team, along with a financial planner from Equipsuper Financial Planning. Depending on the circumstances of the member, Equipsuper will aim to send out a fund ...

Credit Suisse launches all-round fund

MICHAEL HOBBS  |  FRIDAY, 11 SEP 2009
... protection investment exposure." The product charges a 65 basis point administration fee, this does not include a financial planner's commission which could also apply.

Trend Micro turns gatekeeper

MICHELLE BALTAZAR  |  TUESDAY, 8 SEP 2009
Financial planners and fund managers paranoid about the dangers that lurk behind social networks and "personal" surfing can now avail of a new IT solution that monitors web traffic at a granular level to prevent malicious software from sabotaging secure ...

Gunning joins Ord Minnett as CEO

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
The former general manager of Commonwealth Financial Planning, Tim Gunning, has been appointed chief executive of Ord Minnett. Gunning will be responsible for Ord Minnett Private Wealth, Portfolio Services, Funds Management and Corporate Finance businesses. ...

Protection without commission: JB Global

RUTH LIEW  |  FRIDAY, 4 SEP 2009
Boutique capital protection specialist JB Global Investment Services has taken the "no commission" stance to heart and axed trail and built-in commission in all its products - relying instead on performance fees to remunerate advisers. Justin Beeton ...

Asian equities approach fair value

MICHAEL HOBBS  |  FRIDAY, 4 SEP 2009
Financial planners may want to reassess their clients allocation to Asia's emerging markets as one investment specialist reckons Asian equities are no longer cheap. Stuart James, senior investment specialist at Aberdeen Asset Management, said Asia's ...

MAP partners with Heritage Building Society

RUTH LIEW  |  THURSDAY, 3 SEP 2009
MAP Funds Management has formed a strategic partnership with Heritage Building Society that will see MAP provide Heritage with superannuation investment products and financial planning services. According to a statement on the fund's website, the deal ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
Planners have only until the end of next week to submit their entries to the Financial Planning Association of Australia's (FPA) 2009 Value of Advice Awards. The VOA Awards recognise FPA members who demonstrate 'best practice' financial advice for their ...