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Showing 1771 - 1780 of 2263 results for "Generate"

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... investment preferences on a single view. The software is available on iPad, has bulk email functions and lets brokers generate client reports and contract notes quickly. The company says this simplifies client management systems that often rely on multiple ...

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... package to make it more profitable for an advisory business, such as compliance documentation and white-label content to generate revenues.

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
... advice," said Burgess. "They need to be sure the property is consistent with the funds investment strategy and it will generate sufficient income, especially if in the pension phase of the fund. Also they need to retain sufficient diversification and ...

AFA targets online ad campaign

ALEX DUNNIN  |  THURSDAY, 19 MAY 2011
The advice industry's latest advertising campaign to be to run by the Association of Financial Advisers (AFA) will use a highly targeted online strategy rather than be designed to go head to head with the industry funds on national television. "We are ...

Charter Hall lands $266m Woolworths portfolio

ELISE BURGESS  |  WEDNESDAY, 18 MAY 2011
Charter Hall has acquired a $266 million share in the Woolworths portfolio, with strong interest generated from institutional investors, private investors and syndicators. The listed property group secured eight of the properties available within the ...

Nobody wins against the Fed

BENJAMIN ONG  |  WEDNESDAY, 18 MAY 2011
The bad news just keep piling up don't they? And from the looks of them, they're everywhere. Let me take you to a bad news tour around the world Virginia, starting from our very own land DownUnder. If you're watching carefully, you'll notice that recent ...

Grant Samuel bags $800 million mandate

MATT WOODINGTON  |  TUESDAY, 17 MAY 2011
Epoch Investment Partners, a global strategic partner of Grant Samuel Funds Management (GSFM), has received an $800 million mandate from AMP Capital for its Global Equity Shareholder Yield strategy. AMP Capital is investing in the fund, popular for ...

Back office firm eyes super growth

MATT WOODINGTON  |  MONDAY, 16 MAY 2011
... It has added two new clients since the arrival of chief executive officer Michael Houlihan in July 2010 and hopes to generate more through improving its service and technology offering. "We are now seeing a move back to an administration service that ...