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Showing 3271 - 3280 of 4543 results for "Michael"

FPA members demand stronger voice

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
Leading financial planning dealer groups want the Financial Planning Association (FPA) to take a harder stance on key industry issues and collaborate more with its members. Robbie Bennetts, Professional Investment Services chief executive, said the ...

SMSFs maintain investment strategy

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
A new survey revealed two thirds of self managed super fund (SMSF) trustees are not changing their investment strategy despite almost half experiencing paper losses. The AMP Capital/Investment Trends 2008 SMSF Investor Report found 46 per cent of SMSFs ...

Market Wrap - Midday

AAP  |  MONDAY, 15 SEP 2008
... insurance giant AIG is unsteady and Bank of America may be eyeing Merrill Lynch. Austock Securities Senior client adviser Michael Heffernan said investors continued to show nervousness as they monitored events in the US. "We have waxed and waned over ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Despite the market upheaval in the past 12 months, financial planners are still meeting an average six clients each week, the same number as the previous year and 'too low' if a planner is serious about business longevity. The Business Health report ...

Templeton opens SWF arm

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Franklin Templeton Investments is expanding its services to the $13 trillion sovereign wealth fund (SWF) sector. The firm promoted David Smart as global head of sovereign wealth and supranationals. Smart will be based in the firm's London office and ...

Tough times herald education boom

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Tough economic times and a tight labour market is a potential windfall for Kaplan Professional as financial service employees' re-skill and set themselves apart from the competition. Warren Jacobson, Kaplan Professional chief executive, said the nature ...

ShareInvest gets Lonsec approval

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
OneVue's separately managed account (SMA) product, ShareInvest, received an 'approved' rating from Lonsec. Lonsec found the product's fees were transparent and reasonable for the administration service provided. "This means when financial planners use ...

Astarra joins Deloitte online service

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Astarra Capital signed on to the web based compliance management tool, Deloitte RSE Online. The Deloitte software was developed specifically to assist super funds monitor risk and compliance across all portfolios. The service includes more than 100,000 ...

Saropa signs on six cos

RUTH LIEW  |  MONDAY, 15 SEP 2008
... switching", saying it would suit advisers voicing concerns about client defection to other service organisations. According to Michael New at Surveyor Financial Services, Saropa provides an area that the firm can outsource while adding value in Surveyor's ...

MLC cuts medical requirements

MICHAEL HOBBS  |  FRIDAY, 12 SEP 2008
MLC is reducing the number of medical examinations and blood tests required by up to 30 per cent across its lump sum insurance products. The new mandatory limits apply to the MLC Personal Protection Portfolio (PPP) and MLC Life Cover Super (LCS). For ...