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Showing 1651 - 1660 of 2303 results for "Financial Planner"

Part-time staff insurance made easier

RUTH LIEW  |  WEDNESDAY, 24 JUN 2009
Financial planners with part-time employed clients can now get income protection and TPD cover easier with Asteron's new "5 Hours" definition. Asteron unveilled its new "5 Hours" definition last month, in addition to its flagship "10 Hours" definition. ...

Charter needs legislative backing: ISN

COMPANY RELEASE  |  THURSDAY, 18 JUN 2009
The Industry Super Network welcomed IFSA's Super Charter but added the association's response needs legislative and regulatory backing. The Investment and Financial Services Association (IFSA) released the Super Charter which outlines a new way to pay ...

Industry bodies back IFSA charter

RUTH LIEW  |  THURSDAY, 18 JUN 2009
... Financial Planning Association said that the changes foreshadowed in this paper would align well with the FPA's Financial Planner Remuneration proposals. "We further support IFSA's calls for regulatory consistency in the supervision of superannuation ...

T. Rowe Price to grow retail presence

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 16 JUN 2009
Having won investment mandates from major super funds, long running US fund manager T. Rowe Price plans to expand its services to retail investors. The Baltimore-based fund manager, which has just under $3 billion in funds under management in Australia ...

CHOICE wants commissions banned

MICHELLE BALTAZAR  |  MONDAY, 15 JUN 2009
... Westpoint. The consumer body is also calling on the public to write to them about their experiences with their financial planner or sign on to a petition banning commissions.

Fund manager pioneers voice technology

MICHAEL HOBBS  |  FRIDAY, 12 JUN 2009
Aviva Australia has teamed up with technology providers NEC and Salmat VeCommerce to use voice biometrics as a way to service its clients. The partnership means when Aviva's customers call their voice is automatically verified when they say their password. ...

The liquidity trade-off

MICHAEL HOBBS  |  THURSDAY, 4 JUN 2009
Commodities, currencies, infrastructure and private equity will feature prominently in the next generation of super fund investment options and with that comes problems with balancing member choice with the right liquidity policy. Bruce Garratt, intermediary ...

CAAM eyes credit and currency

MICHAEL HOBBS  |  WEDNESDAY, 27 MAY 2009
... Lonsec. Richard Borysiewicz, chief executive at CAAM Australia, said the firm is focussed on getting the fund on financial planner Approved Product Lists (APL). "Some groups only look at their APL once or twice a year so all that's happening now with ...

E*TRADE fee hits planners

MICHAEL HOBBS  |  MONDAY, 25 MAY 2009
ANZ owned broking firm E*TRADE changed the pricing on one of its direct share packages - a move which could mean some financial planners will have to pay $1,250 per month for services that were previously free. The pricing changes affect a package the ...

Planners face higher PI fees

MICHAEL HOBBS  |  WEDNESDAY, 20 MAY 2009
The Australian Securities and Investments Commission's (ASIC) dispute resolution scheme overhaul means financial planners may be forced to pay higher professional indemnity premiums and their clients could face higher fees. The new rules mean that from ...