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Showing 2061 - 2070 of 2303 results for "Financial Planner"

Praemium joins forces with IWL and Coin

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
Recently listed portfolio administration provider Praemium has announced a strategic partnership with IWL and Macquarie's Coin Financial Software in a bid to streamline account administration and management. Using the non-proprietary External Platform ...

Counting on SMAs with Praemium

... a more flexible and tax-effective alternative to managed funds. The tie-up between Praemium/MLIM and a major financial planner is a positive development in the industry and could signal similar deals this year. "It's basically driven by Merrill Lynch. ...

AUI appoints financial planner as NSW manager

KATE HAGE  |  MONDAY, 15 MAY 2006
Fund manager, Australian Unity Investments (AUI) has appointed a former financial planner as their regional manager for New South Wales and the ACT. Peter Weldon, formerly national adviser services manager with Bridgecorp Finance, will take on the role ...

FPA opens membership door to individual CFPs

KATE HAGE  |  MONDAY, 15 MAY 2006
... their members work for an FPA-affiliated dealer group. The restriction, that previously meant any certified financial planner (CFP) or practitioner member had to also work for an FPA principal member, will be lifted and effective from 1 July 2007. FPA ...

AMP puts pedal to the metal

HAMISH MADDEN  |  MONDAY, 8 MAY 2006
AMP's emphatic revival continues, with the company reporting a 29 per cent increase in cash inflows to $2.66 billion in the March quarter. Net cash flows came in at $341 million, nearly triple the $115 million reported in the previous corresponding ...

Lonsec, Rainmaker in software distribution deal

... Information that will see it incorporate Rainmaker's web-based MarketPlace information platform into Lonsec's online financial planner research service. Steve Newnham, national marketing and distribution manager at Lonsec, said the decision to go with ...

ASIC clarifies its powers

On the back of the shadow shopping results, the Australian Securities and Investments Commission (ASIC) has issued a guide to the financial services industry and consumers clarifying its role and powers. The guide details the range of actions available ...

Life insurance still the big risk: ING

HAMISH MADDEN  |  THURSDAY, 27 APR 2006
According to research conducted by TNS/Rice Walker Actuaries and analysed by ING, underinsurance remains a massive problem with nearly half of all Australian families left critically exposed to the financial consequences of a serious event. ING believes ...

AMP FP caretaker takes the MD reins

HAMISH MADDEN  |  THURSDAY, 27 APR 2006
AMP has announced the appointment of Michael Geggenheimer to the position of managing director of AMP Financial Planning. Guggenheimer steps into the role immediately and was already caretaking the position since the resignation of Greg Kirk earlier ...

S&P to rate its raters

S&P plans to put its own ratings to the test by conducting a study that will measure the success of its analyst recommendations. The group's head of fund ratings, Mark Hoven, spoke of the plans at a Securitor conference session debating whether fund ...