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Showing 1871 - 1880 of 2303 results for "Financial Planner"

Instalment warrants spice up property portfolio

RUTH LIEW  |  MONDAY, 18 FEB 2008
Self-managed super funds (SMSFs) have traditionally favoured direct property investment as a lucrative money making asset. Now instalment warrants are being hailed as the latest vehicle to help them grow their unlisted property portfolio. SMSF superannuation ...

AMP posts 47pc growth in fin services

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... positive performance stems from the company being "well positioned" in the growth markets and supported by a strong financial planner network and investment performance among others. "While AMP is not immune to investment market volatility, the company's ...

Praemium's SMSF market share soars

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Praemium has become one of Australia's largest self managed super fund (SMSF) administrators after its funds under administration grew almost 50 per cent to $11 billion in twelve months. The firm has a three per cent market share in the SMSF space with ...

Centrelink lends hand on fin literacy

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Centrelink has tweaked its financial literacy program to reflect new changes to superannuation and tax rules. While many finance institutions have joined the financial literacy trail only in the past few years, Centrelink has been providing free financial ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Fiducian financial planners have refined their skills and are attracting more high net worth investors than ever before. Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but ...

Snowball rolls up three advice practices

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Financial services group, Snowball has purchased a fixed proportion of business and revenue from three undisclosed Sydney based financial planning practices, adding almost $200 million in funds under advice to the group. This follows Snowball's purchase ...

English FX specialist turns local

RUTH LIEW  |  FRIDAY, 25 JAN 2008
Uk-based foreign exchange and payments specialist, Caxton FX, has made the leap into the Australian forex market - throwing a fresh challenge to banking institutions that have traditionally been the dominant players in the forex sector. The company ...

New take on old fee debate

MICHAEL HOBBS, MICHELLE BALTAZAR  |  FRIDAY, 25 JAN 2008
... long term isn't about the performance situation so [performance-based fees] can be conflicting." Chris Browne, financial planner at Financial Design, also argued that the industry is already using the performance based fees to an extent. "Is an asset-based ...

NAB FP switches to fee for advice

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
... maintained. However, he expected many would change to a fee for advice approach after discussions with their financial planner. Clients will be charged an up front fee for the service, but NAB financial planners will encourage customers to adopt an Ongoing ...

Rainmaker merges with MC Marketing Concepts

Wealth management industry research, media and communications group Rainmaker has merged with financial services strategic marketing company MC Marketing Concepts. The Rainmaker Group, which publishes Financial Standard, marks the start of the year ...