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Showing 2211 - 2220 of 2303 results for "Financial Planner"

AMP Financial Planning's 2005 initiatives

... understanding of financial planning, making the consumer more confident in contacting and dealing with their financial planner. Education and specialist skill development will also extend to AMP's planners through improved planner education and AMP's ...

ASSIRT maintains confidence in AMP but brand still an issue

While ASSIRT believes AMP Capital demonstrates strong investment capabilities the fund manager still faces the challenge in re-building its brand and increasing its business with independent financial planners. ASSIRT maintained its strong ratings on ...

Newsflash - FPA awards CFP contract to Securities Institute

The Financial Planning Association (FPA) has ended months of speculation by awarding the contract for the administration of its Certified Financial Planning (CFP) program to the Securities Institute of Australia (SIA). The deal is for three years with ...

Macquarie expands business in New Zealand through PwC purchase

In a bid to expand its wealth management business Macquarie is set to purchase PriceWaterhouseCooper's (PwC) New Zealand financial planning business. The deal came at a time when PwC planned to exit the New Zealand financial planning industry and Macquarie ...

Former NAB financial planner charged over massive fraud

Paul Drakos has appeared in Sydney Local Court to answer eight charges of obtaining a financial advantage by deception, two charges of fraudulent misappropriation and four charges of making and using false documents. The 14 criminal charges brought ...

Oasis updates planner software

Platform provider Oasis Asset Management will give financial planners an advanced version of its current software MoneyOne Office 1.30. "Through constant feedback from the planners, this advanced version has been introduced based on the adviser's need ...

Basis new fund yields maiden one-year return

Basis Capital's Yield fund has posted an impressive first year return of 13.5 per cent and funds under management figures of $55 million. The yield fund invests across global structured credit and some liquid high yield investments taking advantage ...

A focused and fitter FPA for 2005

The FPA's annual general meeting signalled a new 'focused and fitter' association with a continued emphasis on financial literacy and the importance of financial planners. Buoyed by the recent CPA survey, which reported increasing confidence in financial ...

Navigator gives eight funds the five star treatment

According to Navigator's annual review of the Australian equity sector only eight funds from five different fund managers justified a five star rating. The review encompassed 33 fund managers and the rating of 67 Australian equity funds. The managers ...

Credit Suisse appoints Mercer to multi-manage new MasterWrap platform

Credit Suisse Asset Management (CSAM) has appointed Mercer as multi-manager asset consultant for its new MasterWrap platform. The inclusion of Mercer in CSAM's MasterWrap's platform solutions mirrors a similar offering to institutional clients through ...