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Showing 1971 - 1980 of 2303 results for "Financial Planner"

BlackRock gets rolling with Citi

BlackRock Australia scored a coup when they signed up Citigroup to their separately managed accounts (SMA) product, a deal that will make their SMA available to a market of over 100 dealer groups or around 120,000 client accounts at a stroke. It's like ...

Perennial appoints investment specialist

HAMISH MADDEN  |  TUESDAY, 13 MAR 2007
Perennial Investment Partners has appointed a new investment specialist for the Victoria/Tasmania region. Angelo Saltarelli joins Perennial from ING and brings with him 17 years of industry experience. Brian Thomas, head of retail funds management ...

Advice already in client's best interest: FPA

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
Financial advice must take into account the individual client's needs and circumstances and all conflicts must be disclosed, said Financial Planning Association (FPA) chief executive officer Jo-Anne Bloch. "Firstly, the Corporations Act already requires ...

One in 10 Japanese planners pass CFP

ALEX DUNNIN  |  FRIDAY, 9 MAR 2007
Only 10 per cent of Japanese financial planners sitting for the November 2006 Certified Financial Planner certification exams managed to pass, said the Japan Financial Planning Association (JFPA). The exams, held in 10 major cities throughout Japan ...

FPA's Value of Advice Awards 2007

The Financial Planning Association (FPA) is accepting entries for its Value of Advice Awards 2007, which acknowledge exemplary financial planners in five different categories. Started last year, the Value of Advice Awards cover five categories, namely ...

China funds under pressure?

Share markets worldwide have already bounced back after their sudden declines yesterday, precipitated by China's share market fall, but the scare has prompted investors to reassess the value of China-specific funds. Up until this week China's growth ...

Reverse mortgages to mature: SEQUAL

HAMISH MADDEN  |  TUESDAY, 27 FEB 2007
Increased competition in the reverse mortgage industry will see product providers fine-tuning their existing products and contracts rather than rushing new products to market, according to Keiren Dell, chief executive officer of the Senior Australians ...

FPA member fined and expelled

NICK OLIVER  |  MONDAY, 26 FEB 2007
The Financial Planning Association (FPA) has expelled a member in the continuing fallout from the Westpoint disaster. Western Australian planner Annemieke de Boer of Centro Financial Synergy was charged with 35 breaches of the FPA's Code of Ethics and ...

Matrix finds its $1b Oasis

Independent financial planning group Matrix Planning Solutions predicts it will grow its funds under management (FUM) by 20 per cent each year under the Oasis platform, having already passed the $1 billion mark this year. "We are pleased to have reached ...

SEQUAL defends advisers on reverse mortgages

NICK OLIVER  |  WEDNESDAY, 14 FEB 2007
The Senior Australians Equity Release Association of Lenders (SEQUAL) has hit back at claims made by the Members Equity Bank that advisers will sell reverse mortgages in order to pocket the commission. Kieren Dell, SEQUAL executive director, responded ...