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Showing 201 - 210 of 271 results for "Aspiration"

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
Melbourne-based advice group and former financial services division of Crowe Horwath First Financial has joined BT Select. First Financial was established in 2013 following a 50% joint venture with Crowe Horwath. First Financial has $1.1 billion in ...

G-20 goes for growth

BENJAMIN ONG  |  MONDAY, 24 FEB 2014
The week that was looked exactly like the week before that was. Yes Virginia, financial market sentiment remains upbeat for what is good is good and what is bad, what is disappointing, what is negative is "likely affected by the weather". Blame the ...

Advisers, get ready to manage the baby boomer wave

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
Advisers' next great challenge will be managing the volume and the expectations of baby boomers coming into retirement, KPMG partner and demographer Bernard Salt said. Speaking at the Financial Planning Association (FPA) Conference, Salt said that the ...

Consumers in EM, an opportunity for investors

LAURA MILLAN  |  FRIDAY, 20 SEP 2013
Consumers in emerging markets are dynamic, loyal to international brands and hungry for high quality products, all of which could be turned into an opportunity for investors willing to diversify their exposure in emerging markets. AllianceBernstein ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
AMP Financial Planning (AMPFP) is set to continue its adviser recruitment drive on the back of year of planner number growth, according to managing director Michael Guggenheimer. Earlier this month AMP reported 1.2% uptick in planner headcount to 30 ...

SSgA launches cheap lifestyle funds

MARK SMITH  |  TUESDAY, 20 AUG 2013
State Street Global Advisers (SSgA) has unveiled a new suite of low cost lifestyle products, aimed at better protecting investors in or approaching retirement from GFC style shocks. The three Retirement Lifestyle Solutions are aimed at investors at ...

Four new SMSFs every hour

ALEX DUNNIN  |  WEDNESDAY, 6 FEB 2013
The ATO has just released its latest self managed super fund bulletin and it confirms the stellar growth for the sector is continuing unabated. According to the report, at the end of December last year there were 496,207 SMSFs and 945,207 SMSF members ...

Vague ANZ wealth strategy disappoints

MARK SMITH  |  THURSDAY, 29 NOV 2012
... network of salaried financial advisers will double from 300 today, to become more inline with its competitors. "Our aspiration is to find new ways to engage with our existing customers," said Philips. While we face challenges, we have exposure to growing ...

Soft-skills critical to maximising adviser value-add

MARK STORY  |  WEDNESDAY, 31 OCT 2012
The only adviser role more important than helping clients at claim-time is the front-end work necessary to help them adequately protect for a myriad of life events directly outside their control, according to financial adviser David Baccinelli. Presenting ...

Sunsuper expands nationally

MELANIE TIMBRELL  |  WEDNESDAY, 22 AUG 2012
Sunsuper has appointed four new business development managers as part of a push to expand the fund's national footprint. The hires, based in Perth and Sydney, coincide with the launch of a major advertising campaign targeted at consumers outside of ...