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Showing 1821 - 1830 of 2303 results for "Financial Planner"

ING buys Pinnacle Partners

MICHAEL HOBBS  |  TUESDAY, 3 JUN 2008
ING Australia's spending spree continues after it purchased Melbourne based financial planning dealer group Pinnacle Partners. The dealer group will be integrated into the ING Australia owned Millennium3, which bought Zurich Financial Services Australia's ...

PIS gets Malaysian license

RUTH LIEW  |  MONDAY, 2 JUN 2008
Professional Investment Services (PIS) Malaysian subsidiary Standard Financial Planner (SFP) is set embark on an expansion spree after being granted a Corporate Unit Trust Agent (CUTA) licence. The Malaysia's Securities Commission granted SFP the licence ...

Wash sales left to dry: GMK Centric

MICHAEL HOBBS  |  FRIDAY, 30 MAY 2008
Financial planners, accountants and individual investors could face massive fines if they promote the use of 'wash sale' strategies to gain a tax break for their clients, warns chartered accountancy GMK Centric. A wash sale is when an investor buys ...

Planners to focus on income: GVI

RUTH LIEW  |  THURSDAY, 29 MAY 2008
Financial advisers are focusing on the 'income' component of total returns as a major driver when it comes to tailoring their client portfolios, a new survey shows. According to a nationwide survey of over 300 financial advisers conducted by Global ...

Praemium raises $8m working capital

MICHAEL HOBBS  |  THURSDAY, 29 MAY 2008
Listed portfolio administration provider Praemium Limited has received an $8 million cash injection to fund the firm's future working capital. The firm issued 20 million new ordinary shares at 40 cents per share to institutional and sophisticated investors ...

Mercer Wealth on adviser recruitment spree

MICHAEL HOBBS  |  TUESDAY, 27 MAY 2008
Huge volumes of financial advice-related phone calls, numbering more than 1,500 a day, spurred Mercer Wealth Solutions (Mercer) to expand its planning network to include self-employed financial advisers. David Anderson, Mercer outsourcing business leader ...

BT and Asgard to lead platform market

RUTH LIEW  |  TUESDAY, 27 MAY 2008
Nearly one third of all Australian financial planners will call the combined BT/Asgard their primary platform should the Westpac and St.George merger come to fruition. Westpac and St.George yesterday signed a merger implementation agreement - taking ...

Financial Ombudsman Service launched

RUTH LIEW  |  WEDNESDAY, 21 MAY 2008
The Australian Securities and Investments Commission (ASIC) has given the thumbs up to the establishment of a new Financial Ombudsman Service (FOS). The FOS will represent the merger of the three biggest complaints schemes operating in the financial ...

BankWest's recruitment drive on track

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... business has recruited 27 financial planners since its inception in December last year and is on schedule to have a financial planner in each branch, according to Mark Reid, BankWest head of retail. Reid said BankWest's financial planning division included ...

Australians wary of advice commissions

RUTH LIEW  |  TUESDAY, 20 MAY 2008
... of Australians who had sought advice had negotiated a fee. Meanwhile one third of respondents who consulted a financial planner in the last three years said they were not charged for the advice. "The survey demonstrates that there is a strong public ...