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Showing 1661 - 1670 of 2303 results for "Financial Planner"

Insurance shopping goes online

RUTH LIEW  |  TUESDAY, 19 MAY 2009
... A new Allianz survey of 325 of its clients noted that over 80 per cent of its clients did not want to see a financial planner to take out life insurance. The main reasons for choosing direct insurance, such as Allianz, were low premiums (64 per cent) ...

Cavendish slashes SMSF starting fees

RUTH LIEW  |  MONDAY, 18 MAY 2009
Cavendish Superannuation has axed 30 per cent off the establishment fees of new self-managed super funds - easing the cost for financial advisers with clients looking to set up SMSFs. SMSF specialist Cavendish announced that establishment fees for all ...

AMP posts strong super and risk flows

MICHAEL HOBBS  |  FRIDAY, 15 MAY 2009
AMP recorded around $2 billion in net cashflows to the firm's superannuation and pension business last year and announced a focus on simpler, transparent products in the long term. AMP Financial Services' net cashflows were up $81 million in the first ...

AXA names top adviser

PRESS RELEASE  |  FRIDAY, 15 MAY 2009
Newcastle based financial planner, Paul Howden, has won AXA's national annual adviser award, the Gerald Lippman Perpetual Trophy. Howden joined AXA 16 years ago as a paraplanner in Newcastle before becoming a salaried financial planner two years later. ...

AMIST offers fee-for-service advice

RUTH LIEW  |  THURSDAY, 14 MAY 2009
... time understanding their needs for retirement and the best way to do this we thought was to talk to a qualified financial planner," said Livanas. Members will be allowed to access a tailored "full financial planning service" which is a step above basic ...

Praemium scales back ops

COMPANY RELEASE  |  FRIDAY, 8 MAY 2009
Homegrown technology firm Praemium Limited finalised the development of its flagship products tailored to the British market but was forced to cut overheads following the UK recession. The technology firm told the ASX this week that it has reduced its ...

Vanguard enters ETFs fray

MICHAEL HOBBS  |  THURSDAY, 7 MAY 2009
Vanguard Investments Australia will go head to head with local exchange traded funds (ETFs) incumbents iShares and State Street when it launches three new ETFs on the ASX tomorrow. The group, which is already one of the largest providers of ETFs in ...

Advisers eye annuities

RUTH LIEW  |  WEDNESDAY, 6 MAY 2009
US-based advisers are increasingly looking at annuities as a strategy for their clients' rollover dollars, new research shows. A new Cerulli report on annuities and insurance shows that 20 per cent of registered investment advisers (RIAs) would consider ...

Fin planning jobs fall 60pc

MICHAEL HOBBS  |  TUESDAY, 5 MAY 2009
Financial planners coming to the market today will struggle to find a job after a new survey found the number of job advertisements fell by 60 per cent in the past 12 months. Trevor Punnett, eJobs Recruitment Specialists financial planning division ...

Baby boomers hang on to investments

RUTH LIEW  |  TUESDAY, 5 MAY 2009
... distributed throughout Australia. Commonwealth Bank said almost half of Baby Boomers will seek the services of a financial planner. Out of that, 84 per cent would have used one in the past.