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Showing 1841 - 1850 of 2303 results for "Financial Planner"

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
As investors get jittery about their portfolios after Opes Prime and Lift Capital's collapse, the inherent feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry ...

AMP gives free advice to Salvos

MICHAEL HOBBS  |  WEDNESDAY, 30 APR 2008
... Salvation Army's MoneyCare Financial Counselling and Northside Women's Services will issue a referral to an AMP financial planner if the person's financial situation is beyond their capacity. According to an AMP statement, the program will expand nationally ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
IOOF group has developed a service to help financial planners build a relationship with GenX and GenYers through their baby boomer parents. The Multi Generational Module will be available in the coming months and allows planners to develop an estate ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
Listed portfolio administration firm PrA|mium has launched a new interface between V-Wrap - PrA|mium's online portfolio administration service - and COIN's financial planning suite. PrA|mium claims the interface will minimise the re-keying of data between ...

QBE drops PI and D&O insurance

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
QBE Insurance Australia will no longer provide professional indemnity (PI) and directors and officers (D&O) insurance to financial planners and stockbrokers from June onwards following an internal review. In January, the Corporations Act was amended ...

Macq to expand planning base in Melbourne

RUTH LIEW  |  MONDAY, 21 APR 2008
... previously a business development manager with Australian Unity Investments. Prior to that, Cleary worked as a financial planner. "The retail advisory market is an important piece in Macquarie's Fund Management growth strategy. I look forward to building ...

First stop baby boomers, next stop Gen-Y

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
The way to the baby boomers' wallets is through their Gen-Y kids, said Bernard Salt, a leading commentator on consumer, cultural and demographic trends. "Generation Y will inherit baby boomer wealth. The motherload is not going to happen for another ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
... portfolios for the Bridges and WealthManager financial advisers. Before working at AWM, Fook spent five years as a financial planner for Bridges Personal Investment Services. Mark Hoven, Standard & Poor's head of fund services, said Fook would provide ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Securitor is to set up a paraplanning academy and launch an online self assessment program to help advisers beef up on their finance knowledge and better answer the questions of clients uneasy about the state of the markets. Speaking at the Securitor ...

Baby boomers rethink retirement strategy

MICHAEL HOBBS  |  MONDAY, 14 APR 2008
... per cent to 39 per cent since 2006. Around 40 per cent of those who changed their retirement strategy said a financial planner made the process easier. As for those who haven't changed their strategy but intend to, more than half said they would go to ...