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Showing 3531 - 3540 of 3940 results for "USI"

Get financial advice on the web

MICHAEL HOBBS  |  MONDAY, 3 SEP 2007
The internet is increasingly becoming a key resource for financial planners who wish to broaden their client base and provide up to date information with the launch of two new websites, RateCity and RatesMate. The two websites are not affiliated but ...

Morgan Stanley launches carbon bank

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
Global financial services group Morgan Stanley has created its own carbon bank allowing clients to review and offset carbon using worldwide industry standards. The Morgan Stanley Carbon Bank is being launched in conjunction with international emissions ...

IMAP to launch MA accreditation course

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
The Institute for Managed Account Providers (IMAP) has called on financial planning groups and fund managers to review a draft for a proposed managed accounts accreditation course due to be rolled out next year. The course draft outlined key education ...

Stop chasing artificial yields: PIR

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
Investors with high allocations to property should review their portfolios after a leading property research expert said that the sector's blanket out-performance won't last. PIR managing director Richard Cruikshank said that low property yields over ...

Margin calls on tech watch

MICHAEL HOBBS  |  FRIDAY, 24 AUG 2007
Margin loan investors have new resources to combat volatile markets with Macquarie Investment Lending revamping their online capabilities. Peter van der Westhuyzen, head of sales and marketing at Macquarie Investment Group said last week, with volatile ...

AMP chief executive steps down

CHRIS NICHOLLS  |  THURSDAY, 23 AUG 2007
AMP chief executive officer Andrew Mohl has resigned after five years at the helm of one of the largest financial services group in the country. Speaking at AMP's 2007 interim results press conference, Mohl said he would leave towards the end of the ...

AXA takes care of business

AXA comes to the rescue of financial planners who are time and resources poor after it launched a series of initiatives that can help improve planner profitability, productivity and quality of advice. After twelve months of development and rigorous ...

Super changes push SMSFs through planner doors

CHRIS NICHOLLS  |  FRIDAY, 17 AUG 2007
Thanks to recent changes in superannuation laws, 55 per cent of all self managed super fund (SMSF) trustees now use planners, up from a third in December 2005, according the latest AMP/Investment Trends Self Managed Super Funds: Investor and Planner ...

Active fund tax burden costs 4pc of returns

CHRIS NICHOLLS  |  THURSDAY, 16 AUG 2007
The extra tax burden of active investing could cost up to $38,000 for a top marginal tax bracket investor with $500,000 in investments, according to Vanguard research. Vanguard's head of retail Robin Bowerman said that while super funds enjoyed concessional ...

Gen X-ers choose brokers over banks

Many young people, especially those aged under 35, rated brokers as exerting the most influence on their mortgage choice, according to a new study commissioned by CPA Australia. The research found that while 27 per cent of those surveyed used a broker ...