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

Search Results

Showing 161 - 170 of 174 results for "Intuit"

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Despite the market upheaval in the past 12 months, financial planners are still meeting an average six clients each week, the same number as the previous year and 'too low' if a planner is serious about business longevity. The Business Health report ...

CSS Super members in the driver's seat

MICHELLE BALTAZAR  |  FRIDAY, 5 SEP 2008
CSS Super has expanded its contribution options this year, allowing its members to decide how much they want to save from their after-tax salary contribution instead of the previous minimum of 5 per cent. Two months ago, CSS announced that members no ...

eWrap veteran unveils free planning tool

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
The man behind Asgard Wealth Solutions' eWrap, former project director, Jan Kolbusz has resurfaced and developed decimal - a free website that allows financial planners to quickly make a statement of advice (SoA). Managing director of decimal, Kolbusz ...

IFM adopts UN PRI

MICHAEL HOBBS  |  FRIDAY, 16 MAY 2008
Industry Funds Management (IFM) has signed the United Nations Principles for Responsible Investment (UN PRI), bringing the FUM weight to almost $400 billion for organisations that have now signed the protocols. The UN PRI includes a set of "aspirational" ...

130/30 demand drops

RUTH LIEW  |  FRIDAY, 2 MAY 2008
US investor interest in 130/30 equity strategies have noticeably waned in the six month period by the end of March - a reversal of a trend that pervaded for the most part of the last two years. Figures from US-based Pensions & Investments indicated ...

Westpac Staff Super awards $50m to HFA

RUTH LIEW  |  TUESDAY, 26 FEB 2008
Westpac Staff Superannuation Fund (WSSF) yesterday awarded a $50 million investment mandate to absolute return fund manager, HFA Asset Management. This is the first mandate awarded to HFA from WSSF, and the funds will be invested in HFA's diversified ...

ING OneCare Express speeds up insurance

SUZY MAC  |  THURSDAY, 18 OCT 2007
ING Australia has launched OneCare Express, a web based insurance application that takes the pain out of the insurance process and creates a straightforward and intuitive system to benefit clients and advisers. Mark Vilo, ING's head of marketing and ...

Market gains velocity

SUZY MAC  |  WEDNESDAY, 18 JUL 2007
Stock velocity has increased five fold over the past 15 years, having implications not only for liquidity, but consequentially the capacity constraints of long-only investment managers. The Asia Pacific equity research team at JPMorgan describe 'stock ...

Scientific investing wins big

The number of institutional investors embracing quantitative fund products has jumped in recent years with quant manager Barclays Global Investors (BGI) Australia reporting a five-fold increase in funds under management (FUM) to $50 billion since 2000. ...

Financial Synergy scoops ESSB deal

Financial Synergy has announced that the Emergency Services Superannuation board has chosen their flagship Acurity administration software to replace the ESS' current pension system. The deal means Financial Synergy will now be a key software provider ...