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Showing 1781 - 1790 of 2303 results for "Financial Planner"

Evolution of super

MICHELLE BALTAZAR  |  THURSDAY, 7 AUG 2008
... 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 ...

eWrap veteran unveils free planning tool

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
... 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 ...

V-Wrap sales sky rocket

MICHAEL HOBBS  |  TUESDAY, 5 AUG 2008
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 ...

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
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 ...

Future Fund still on hiring spree

RUTH LIEW  |  MONDAY, 4 AUG 2008
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 ...

Alternatives: shock absorbers of sub-prime

RUTH LIEW  |  FRIDAY, 1 AUG 2008
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 ...

Tech will bond insurers and planners: AFA

RUTH LIEW  |  FRIDAY, 1 AUG 2008
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 ...

NZ rules to target 'simple needs' investors

ALEX DUNNIN  |  FRIDAY, 25 JUL 2008
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. ...

Deloitte pushes for cyber advisers

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
... 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 ...

BGI targets adviser iShare apathy

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
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 ...