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Showing 181 - 190 of 228 results for "Fin365"

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
Clients are showing a small decrease in satisfaction with the advice they are receiving from their financial planners, new research shows. The Lifeplan ICFS Financial Advice Satisfaction Index decreased slightly from 74.3 six months ago to 73.2 in June. ...

Fin education at the click of a mouse

RUTH LIEW  |  THURSDAY, 12 JUN 2008
South Australian-based industry superannuation fund Statewide is taking its financial literacy program to cyberspace in a bid to raise member awareness on their finances. The private sector super fund has launched an online tool called "Your Key to ...

SMAs champion tax time efficiency

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
Separately managed account (SMA) provider Direct Portfolio Services is axing brokerage for a limited time on all funds invested in its products to incentivise investors in the countdown towards the end of the financial year. Hoping to educate investors ...

HSBC names new head in personal fin services

RUTH LIEW  |  MONDAY, 26 MAY 2008
HSBC has appointed Graham Heunis as head of personal financial services in Australia. Heunis will be responsible for HSBC's retail bank as well as its consumer finance and cards operations in Australia. He was previously responsible for HSBC's retail ...

CFP and Fin Wisdom upload Provisio

Ward Financial Group, part of Commonwealth Bank-owned dealer group, Financial Wisdom, has developed a software designed to reduce the onerous number crunching involved in Transition to Retirement (TTR) strategies. Provisio, developed by Barry Ward from ...

Pentafin recruits ex-Macq head

RUTH LIEW  |  FRIDAY, 2 MAY 2008
Financial solutions provider Pentafin has appointed the former director and head of sales and marketing at Macquarie Bank's consumer finance division to spearhead the group's ambitious expansion plans. Stephen Karrasch brings over 20 years experience ...

AMP Fin Services Q1 cashflow drops $624m

RUTH LIEW  |  THURSDAY, 1 MAY 2008
AMP Financial Services suffered a blow to its bottom line with total net cashflows of $129 million this quarter, compared with $753 million same time last year, due to lower discretionary super contributions and the 'first quarter' season lull. Excluding ...

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 ...

Tax offsets for fin advice

RUTH LIEW  |  WEDNESDAY, 9 APR 2008
The Federal Government should be prepared to provide tax offsets of up to two thirds of the cost of financial advice if they are serious about increasing Australians' access to these services, according to Mercer Wealth Solutions. Mercer's financial ...

Pentafin and DP step up MA technology

Financial systems group Pentafin and separately managed account (SMA) specialist Direct Portfolio are joining forces to provide investment providers a more tax-effective and transparent way to administer shares and other managed investments. While the ...