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Showing 1701 - 1710 of 2303 results for "Financial Planner"

Reverse core satellite approach: van Eyk

MICHAEL HOBBS  |  MONDAY, 16 MAR 2009
Financial planners should consider reversing the traditional approach to core-satellite investment strategy and adopt an "active" core and "passive" satellite tactic in bad markets, according to van Eyk. Stephen van Eyk, van Eyk Research managing director ...

Planners tune in to ETFs

RUTH LIEW  |  MONDAY, 9 MAR 2009
Over the next decade, exchange traded funds (ETFs) could put management fees of many Aussie fund managers under pressure - marking ETFs as the next boom market for fee-for-service planners. Bruce Baker, director of Queensland-based Puzzle Financial ...

Sunsuper cuts fees, adds FP service

MICHAEL HOBBS  |  THURSDAY, 5 MAR 2009
Queensland based industry fund, Sunsuper is cutting the fees on all its pension products by 10 basis points to 0.25 per cent, which could save members around $300 a year. The fee reduction, which comes into effect in May, applies to the super fund's ...

Competition not so super

ALEX DUNNIN  |  THURSDAY, 5 MAR 2009
A new report just released by Roy Morgan Research (RMR) reveals attempts to introduce competition into the superannuation market are not working. According to the report, only 3 per cent of super fund members have switched funds in the last twelve months ...

Boomers to postpone retirement

MICHAEL HOBBS  |  TUESDAY, 3 MAR 2009
... boomers with more than a quarter worried about losing their job. Mark O'Leary, AMP authorised representative and financial planner, said his baby boomer clients are moving towards a different kind of retirement where they still remain employed. "People ...

XPLAN tops planners' list

RUTH LIEW  |  TUESDAY, 3 MAR 2009
XPLAN has been acknowledged as the tech provider of choice among financial planners for the fourth year running, according to the latest 2008 Investment Trends Planner Technology Report. XPLAN was ranked first among major planning applications including ...

Westpac launches BlueChip20

MICHAEL HOBBS  |  MONDAY, 2 MAR 2009
... educational material would be provided on gearing and investors would also be encouraged to seek the help from a financial planner.

Back to school for Sunsuper

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
Sunsuper has unveiled a new online money and super school that features a suite of interactive audio modules about investment and superannuation issues. The online school covers topics such as good debt, bad debt, investing in property to more complicated ...

AUI adds to BDM team

COMPANY RELEASE  |  FRIDAY, 20 FEB 2009
Australian Unity Investments hired Alvin Leach and Huw O'Grady as regional manager and business development manager respectively. Prior to this position, Leach worked at Colonial First State as a business development manager. He has also worked as a ...

Tracking hedge fund fees

RUTH LIEW  |  FRIDAY, 20 FEB 2009
Investors may be asking questions about the amount of performance fees received by hedge fund managers but the real focus should be on the benchmarks and how often these fees are being paid, according to an industry expert. Kim Ivey, chairman of the ...