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Showing 4151 - 4160 of 4393 results for "financial Advice"

Top guns tackle industry challenges

MICHELLE BALTAZAR  |  MONDAY, 3 NOV 2008
... savings), Shan Kwee from Vanguard Investments Australia (Global Markets) and Sophie Riordan from ING Australia (Financial Advice). Knapp received an expenses paid study tour to New York, to share ideas with Deloitte global insurance leader Joe Guastella ...

Retail fund fights back

MICHAEL HOBBS  |  TUESDAY, 28 OCT 2008
The value of financial advice must be considered when comparing performance, an issue often overlooked in the debate about retail versus industry funds, said Colonial First State head of strategy, Nicolette Rubinsztein. The industry debate on the differences ...

Snowball taps mining rich towns

MICHAEL HOBBS  |  MONDAY, 27 OCT 2008
... tap into the latter firm's cashed up mining and construction members. Big Sky Financial Solutions will provide financial advice and wealth management services to Big Sky's 30,000 members which include BHP Billiton, BlueScope and BP employees. The credit ...

WealthBuilder targets generational clients

RUTH LIEW  |  THURSDAY, 23 OCT 2008
... Mota. The new product follows research by IOOF that shows around two thirds of Australians do not use expert financial advice. Of the minority that do, only 14 per cent use the services of a professional financial adviser. Mota said WealthBuilder will ...

AFA nominates 2008 Rising Star

MEDIA RELEASE  |  WEDNESDAY, 15 OCT 2008
... opportunity to recognise exceptional new talent from adviser ranks and to promote the overall quality and calibre of financial advice." The winner will be announced at a special ceremony on 19 October at the AFA National Conference.

Fin lit survey highlights deficit

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
... with low levels of financial literacy make riskier investment decisions and probably won't seek professional financial advice. The report, which surveyed roughly 3,500 adult Australians, found those with below average financial literacy scores included ...

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
... encourage more referrals from existing clients. "According to research conducted by Business Health, 85 per cent of financial advice clients in Australia would refer their adviser to a family member of a friend, but only 56 per cent do. "We know personal ...

Bill failed, what next?

MICHELLE BALTAZAR  |  TUESDAY, 30 SEP 2008
... following Australia's model where traditionally they look to US in terms of structure, financial systems and for financial advice... we're not just talking about the sharemarket but also the cash market." As for mum-and-dad investors, Gilham said the ...

Green advice is not a stretch: Brisbane

MICHAEL HOBBS  |  FRIDAY, 26 SEP 2008
... portfolios, according to Michelle Brisbane, Ethical Investment Services representative. Brisbane said existing financial advice practices do not need to convert their whole practice to advise on ethical or sustainable investment choices. "I don't think ...

Synchron attracts 50 young professionals

RUTH LIEW  |  TUESDAY, 23 SEP 2008
... will have over 50 young attendees at our three-day conference which is aimed at new and recent entrants to the financial advice industry," said Synchron director, Don Trapnell. "Some of our attendees are reasonably new Synchron advisers or in training ...