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Showing 341 - 350 of 437 results for "Financial advisor"

CommBank's 64,245 margin calls

WWW.THESHEET.COM  |  THURSDAY, 12 FEB 2009
The share market meltdown forced CommBank to triple the number of margin calls in the second half of last year. The impact was that the size of the margin loan book plunged from $8 billion to $5.5 billion in six months, though this is in line with the ...

Women take control of finances

COMPANY RELEASE  |  TUESDAY, 10 FEB 2009
... to use a financial planner or consultant than men. Also, women generally would rather consult an accountant, financial advisor or family friend than rely on the internet for information, whereas men a more inclined to use the internet as a primary source ...

SA and QLD scoop Hillross awards

COMPANY RELEASE  |  FRIDAY, 6 FEB 2009
Two planning firms and a financial adviser won accolades at this year's Hillross Awards. Hillross adviser and principal at Hillross Mackay, David Pett won the dealer group's Adviser of the Year. Townsville and Ayr-based financial planning practice ...

Industry unites for super message

MICHAEL HOBBS  |  WEDNESDAY, 4 FEB 2009
With the public set to receive their super statements next month, nine financial services industry bodies made the unprecedented move to join forces and deliver a single message to investors and retirees. The Superannuation Stakeholder Group produced ...

ING snaps up Sentry stake

RUTH LIEW  |  WEDNESDAY, 28 JAN 2009
... attracting advisers and executing its growth strategy," said Stout. Murray Hills, chief executive and chairman of 98-financial advisor strong Sentry Financial Group, said the partnership will provide extra support for the dealer group's national network ...

TTR strategies need more attention

RUTH LIEW  |  THURSDAY, 22 JAN 2009
Investors still lack awareness of transition to retirement strategies while many others view super as a "poor investment", according to financial advisory firm HLB Mann Judd. According to Michael Hutton, wealth management partner at HLB Mann Judd, most ...

Storm staff lose jobs

MICHAEL HOBBS  |  FRIDAY, 16 JAN 2009
Voluntary administrators, Worrells Solvency and Forensic Accountants have closed Queensland based financial planning group Storm Financial resulting in 115 staff members losing their jobs. According to a statement, Worrells Solvency and Forensic Accountants ...

Morgan Stanley and Citi to merge

RUTH LIEW  |  THURSDAY, 15 JAN 2009
Morgan Stanley and Citi are combining their resources to create the world's largest wealth manager boasting 20,000 financial advisors. Morgan Stanley and Citi announced yesterday that it would combine Morgan Stanley's Global Wealth Management Group ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
US-based specialist financial advisory firm Lowenhaupt Global Advisors has set up shop in Sydney. Lowenhaupt Global Advisors, a firm that calls wealthy families its niche audience, has opened a Sydney office - the latest addition to the firm's existing ...

Planners ignore property for profit

RUTH LIEW  |  TUESDAY, 2 DEC 2008
Some planners have been ignoring investment property to focus primarily on the equity markets in a bid to fatten their bottom lines, claims Bannister Mansfield. Gavin Murphy, director of the Sydney-based financial planning firm, said many financial ...