Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1751 - 1760 of 2303 results for "Financial Planner"

AXA enhances North

MICHAEL HOBBS  |  MONDAY, 3 NOV 2008
Financial planners can help their clients protect their investment and contributions for the next five years after AXA Australia enhanced its North product. The new Protected Investment Guarantee option is a five to seven year, complete return of capital ...

Crisis on Facebook

MICHELLE BALTAZAR  |  WEDNESDAY, 22 OCT 2008
Call it the financial crisis that launched a thousand Facebook sites. The Web 2.0 has spawned Depression 2.0, a social networking site where individuals discuss a return to the Great Depression of the 30s. Financial planners and fund managers who want ...

Avanteos launches managed account

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
Avanteos is building on its direct equities service and launching its managed account product to provide greater transparency and flexibility for financial planners. The managed account's first phase is an individually managed account (IMA) product ...

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
Portfolio administration provider, Praemium is helping financial planners monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and ...

Perennial bears the bear

MICHELLE BALTAZAR  |  THURSDAY, 16 OCT 2008
Fund manager Perennial turns to history to give financial planners cogent tips on how to ride the bear market and even better, beat the doom-and-gloomsters. Any way you describe the events of the last two months would be nothing short of an understatement. ...

CSAM opens commodity fund

MICHAEL HOBBS  |  THURSDAY, 16 OCT 2008
Credit Suisse Asset Management is to offer its enhanced commodity fund to the retail and institutional market as a way for investors to gain returns that are uncorrelated to equity markets. The Credit Suisse Enhanced Commodity Fund was launched roughly ...

AFA nominates 2008 Rising Star

MEDIA RELEASE  |  WEDNESDAY, 15 OCT 2008
Up-and-coming financial planners from AMP, Apogee Financial Planning, Total Financial Solutions and Synchron were nominated in this year's AFA Rising Star Awards. The finalists and their dealer group are: A, Mary Benton: AMP Financial Planning A, Brad ...

Online rush for gold

MICHELLE BALTAZAR  |  FRIDAY, 10 OCT 2008
A Melbourne-based financial planner has opened up a gold and silver bullion investment shop online, following a trend in the US where tupperware parties are replaced by gold parties as the value of gold continue to soar. Retail investors looking to ...

Climate change rhetoric yet to match investor reality

ALEX DUNNIN  |  FRIDAY, 10 OCT 2008
While the financial services industry acknowledges the significant long term risks posed by climate change, there are still tremendous gaps between rhetoric and reality of what investors are doing about it, reveals a major study just released by Finsia. ...

Fin lit survey highlights deficit

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
... be sought by those in the lowest quintile, with just 43 per cent likely to seek advice from an accountant or financial planner. In response, ANZ is launching a number of financial literacy community programs including MoneyMinded and MoneyBusiness and ...