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Showing 2881 - 2890 of 3940 results for "USI"

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
Three AMP accredited financial planning firms have combined to form a national business, Eluvia, providing a more complex suite of advice to SME and individual clients. When Sydney based President Financial Services came on the market in 2010, KRA Financial ...

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
Most small business owners are unhappy with their retirement savings plans and are increasingly seeking advice, even from financial advisers, reveals research from accounting group Bird Cameron. The Bird Cameron 'Think Big' study of small business attitudes ...

Financial services targeted for data theft

ALISON BEVEGE  |  TUESDAY, 17 MAY 2011
The financial services industry is being targeted for data theft, one of the world's foremost experts on hack attacks said today. Tal Be'ery, web research team leader from US-based data protection firm Imperva, said the cyber criminals were following ...

New ETFs hit booming market

ALISON BEVEGE  |  TUESDAY, 17 MAY 2011
Exchange-traded fund provider Vanguard launched three new funds yesterday as the popularity of the product explodes. At an investor presentation yesterday to mark the launch of three new ETFs, Vanguard said there had been a 70 per cent increase in the ...

Leveraged ETF risk laid bare

ALISON BEVEGE  |  MONDAY, 16 MAY 2011
Morningstar's co-head of fund research Tim Murphy caused a stir at the research firm's investment conference when he showed the risks of US-style synthetic ETFs at a panel session in Sydney on Friday. Tom Keenan of iShares Australia and Graham Smith ...

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
Financial planners are unprepared for a superannuation system that is rapidly changing with the biggest problems not of their making, Jeremy Cooper said today. Cooper, the former head of the Superannuation System Review, told a packed ballroom of industry ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Three financial advisers and a financial services firm are facing work bans and prosecution after separate ASIC investigations. A former financial adviser who fraudulently withdrew $600,000 from his clients' accounts has pleaded guilty in court to six ...

Bloomberg Tradebook taps into research vein

ELISE BURGESS  |  WEDNESDAY, 11 MAY 2011
Bloomberg Tradebook has released new client-focused programs in a bid to build up its research offerings, with a focus on transparency and client access to information. Available to their Australian clients, the global agency broker has introduced an ...

China's HNWs hold $1.2tr

ALEX DUNNIN  |  WEDNESDAY, 11 MAY 2011
China's economy is now advancing so quickly that its high net worth sector is already worth almost as much as Australia's entire superannuation market but growing four times faster. According to research just released by global consultant Bain & Company ...

Platforms secure planners direct shares preference

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
Planners prefer direct equities with around 30 out of every 100 planners already including direct shares in their advice model, 70 per cent of which through a platform although cost is still a factor. Direct shares is surging in popularity in planner ...