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Showing 1951 - 1960 of 2303 results for "Financial Planner"

Value planners on profitability, not scale

With a raft of financial planning groups lining up for an initial public offering (IPO) or merger, Paragem's managing director, Ian Knox, has urged would-be investors to first understand the business models that exist in the planning sector. Once seen ...

Planners must build trust and stay on message: Koch

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
... the same as those faced in the 1980s, with one of the biggest being that people still feared going to see a financial planner. "You would not believe how big that fear and intimidation factor is for a client to actually come and talk to you. You ask ...

Intangible fund a winning recipe: Macquarie

Amid the craze around growth type funds, global value fund Morgan Stanley Global Franchise has been forced to close its doors to new investors, proving too popular among financial planners. Up until this month Australia was the only country where new ...

Act now for no regrets: ANZ FP

HAMISH MADDEN  |  TUESDAY, 15 MAY 2007
... such as retirement, budgeting and investing. Through the site a no obligation first appointment with an ANZ Financial Planner can also be arranged. "Many of us have been guilty of saying I should have&I could have&and I would have. Living a richer, fuller ...

State Street rebrands ETFs

HAMISH MADDEN  |  THURSDAY, 10 MAY 2007
State Street Global Advisors (SSgA) has re-branded its listed streetTRACKS series of exchange-traded funds (ETFs) under the new global State Street ETF brand SPDRs. The re-branding is part of a global State Street roll-out that comes on the back of ...

Elite investing strategies ready for download

It's not available in Australia just yet but in the US, a new research company is offering mum-and-dad investors and financial planners access to data that reveals the investment secrets of high net worth investors. Robert Huebscher, the founder of ...

Funeral funds a picture of health

HAMISH MADDEN  |  TUESDAY, 8 MAY 2007
... making a provision, and the simplest and most tax effective way is a funeral bond via a funeral director or financial planner," Lifeplan general manager - strategic development, Matt Walsh, said. Individuals can invest up to $5,000 in a Lifeplan Funeral ...

AUI JVs a winning formula

Australian Unity Investments (AUI) has more than doubled its funds under management (FUM) to over $5 billion in under three years thanks to its joint ventures with top-performing boutique fund managers. As more and more star fund managers leave big ...

Securitor head moves to St.George Insurance

Sean West, Asgard Wealth Solutions' head of advice business solutions, including Securitor, has been promoted to general manager at St. George Insurance. Replacing him at the helm of Securitor is Neil Younger, who was previously Asgard's head of business ...

Orchard buys max Super

Orchard Funds Management has acquired max Super for an undisclosed sum ahead of fresh announcements regarding its diversified funds operations. Orchard, which manages over $3.5 billion in funds across products ranging from social infrastructure funds ...