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| | | ... timeslot on the podium to talk about fund services, disclosure and investment management fees. Speaking about financial planner wants and needs, Silk said that a shortcoming exists in the link between the fund and financial planners. "Most industry funds ... |
| | | | ... simple client 'fact find' or generate a complete SoA which is Financial Planning Association (FPA) compliant. The financial planner can input client data such as risk levels, investment options, asset and income profiles and future life events, which ... |
| | | | Praemium's online portfolio administration service, V-Wrap attracted a record number of new sales in the past two months, increasing by 20 and 30 per cent in June and July respectively compared to the same period's last year. Arthur Naoumidis, Praemium ... |
| | | | Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ... |
| | | | The $61.5 billion government Future Fund is looking to appoint three new team members to boost its operations and investment teams. Last week, the fund advertised for a senior analyst - infrastructure to assist in the development of the fund's global ... |
| | | | As markets turn from bad to worse, alternative investments have proven to be the keystone of solid returns when they turned into shock absorbers protecting investors from capital loss, said Select Asset Management. Since August last year, the sub-prime ... |
| | | | Financial planners aiming to better control and boost their insurance advice business will have to place their bets with high tech information exchange and electronic filing systems, according to AFA financial adviser of the year, Phil Young. Speaking ... |
| | | | While the New Zealand commerce minister has welcomed the creation of nationally recognised qualifications for NZ financial planners, she has also outlined her intentions to separate advice regulation for sophisticated versus unsophisticated investors. ... |
| | | | ... technology into their businesses could service their clients faster and more effectively. "If you sit in front of a financial planner, they take you through a standard sort of questions then discuss your goals for portfolio allocation, but all of those ... |
| | | | Exchange traded funds (ETFs) juggernaut, Barclay's Global Investors (BGI) iShares is targeting financial planners in the second of this year to alert them on the benefits of using the funds. Adam Seccombe, iShares co head, said iShares are used by the ... |
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