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Showing 2071 - 2080 of 2303 results for "Financial Planner"

Asgard flags plan to step ahead of competitors

St George-owned Asgard Wealth Solutions has flagged a raft of initiatives to be rolled out later this year including improvements to AdviserNET, a new 'quasi equity' scheme for planners and an increased focus on Generation Y clients. These were just ...

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
Telstra Super's Financial Planning arm has appointed Trust Company of Australia Limited to offer additional advice to its members. Under the agreement Trust will offer individual personal and financial advice to Telstra Super members, including an offer ...

Amicus builds business on flat planning fee

... to sidestep the current debacle on conflicts of interest surrounding commission-based fees. Amicus is run by financial planner Robert Skinner who has a long history in the industry and has used all types of advice fees, from fees linked to asset size ...

NAB rolls out in-house planner strategy

KATE HAGE  |  THURSDAY, 20 APR 2006
National Australia Bank (NAB) Financial Planning has piloted an in-house financial planning model in a number of Queensland branches, with plans to look at implementing it nationally later in the year. General manager, Adrian Hondros, says the move ...

MacarthurCook boosts retail team

KATE HAGE  |  WEDNESDAY, 19 APR 2006
Funds management group MacarthurCook has appointed a former Allianz Global Investors sales manager to head up its retail distribution team. Domenic Sita, former senior manager of retail business at Allianz, has been appointed head of retail business ...

Pengana beefs up team after solid results

... meant for growing the business. "We've just appointed a national BDM and we're really looking to ramp up our financial planner servicing on the back of that." Prendergast also pointed to the performance of Pengana funds since inception, with them easily ...

Regulatory reform next on the agenda: Treasury

In a speech to the Association of Independently Owned Financial Planners conference, Parliamentary Secretary to the Treasurer Chris Pearce said the key issues for the industry and the Government in the short term were revising the regulatory environment ...

InvestorWeb downgrades Perpetual funds

Ratings and research house InvestorWeb has downgraded a number of Perpetual funds after the group altered its Australian share fund's allocation to allow its managers to invest in international shares. InvetorWeb Research investment analyst, Jeremy ...

INVESCO opens the new Japan to retail investors

Japanese economic and investment conditions have well and truly turned the corner and the time for retail investors to gain exposure has arrived, according to INVESCO. Chief investment officer for the INVESCO Japan team, Atsushi Kawakami, explained ...

AIOFP signs up OFM as reverse mortgage provider

Financial services group OFM has signed up the Australian Association of Independently Owned Financial Planners (AIOFP) to be their preferred supplier of reverse mortgage products. AIOFP chief executive officer, Peter Johnston, said the group chose ...