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Showing 1851 - 1860 of 2303 results for "Financial Planner"

Bad markets, good advice

RUTH LIEW  |  THURSDAY, 10 APR 2008
Financial planners may be the surrogate bearer of bad news as markets continue to shed their value but one dealer group has stepped up to say there's no better time to talk to clients than when the going is tough. Robert Thomas, head of research and ...

Aus planners lead the world in business practice

MICHAEL HOBBS  |  TUESDAY, 8 APR 2008
More than 80 per cent of Australian financial planning practices manage their business much more efficiently compared to only 9 per cent of their US counterparts, according to Business Health. The data was collated from the Business Health's "diagnostic ...

Brokers accreditation mandatory: Bluestone

RUTH LIEW  |  FRIDAY, 4 APR 2008
Reverse mortgage brokers dealing with Bluestone Equity Release will be given until the end of April to get their SEQUAL accreditation up to speed, according to the specialist lender. All new and existing brokers distributing Bluestone reverse mortgage ...

AMP easywrite eases insurance pain

MICHAEL HOBBS  |  WEDNESDAY, 2 APR 2008
Financial planners can cut the time it takes to apply for a lump sum insurance policy for their clients by a third, after AMP updated its underwriting service. The automated service, easywrite, allows planners or customers to complete an application ...

Ascalon buys stake in TPC

Ascalon Capital Managers Limited has bought a majority stake in The Private Collection (TPC), a distribution business that promotes boutique, international and alternative fund management products to financial planners. "TPC is well positioned to support ...

Rev mortgages new sales down 10pc

MICHAEL HOBBS  |  WEDNESDAY, 19 MAR 2008
The SEQUAL Trowbridge Deloitte Reverse Mortgage Study has revealed $466 billion worth of reverse mortgage loans were sold in Australia last year, a 10 per cent fall compared to 2006. While new sales were down, the study found that overall, the sector ...

Super structure needs fixing

RUTH LIEW  |  MONDAY, 17 MAR 2008
Industry Super Network executive director David Whiteley said any decision the Government takes in the upcoming May budget to increase superannuation contributions needs to be grounded in structural reforms to increase the "efficiency and fairness" ...

FPA to offer Life Risk course

The Financial Planning Association is to provide accreditation in speciality professional areas, with the Life Risk Advisers program the first off the rank. FPA chief executive Jo-Anne Bloch said the FPA has developed the new education program to enable ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
... portfolios and working on the firm's multi-manager funds. He also chairs the investment committee of IOOF's financial planner group Consultum and provides quantitative and qualitative research and advice to their clients. Nick Everingham, head of product ...

High net worth, high expectations

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
As much as providing planning services to high net worth clients is a surefire way to grow funds under advice (FUA), gaining their loyalty is as hard as it looks. Accountants and financial planners shouldn't consider servicing high net worth clients ...