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Showing 431 - 440 of 576 results for "Directed"

AMP wealth management cashflows up 72%

MARK SMITH  |  THURSDAY, 8 MAY 2014
... attracting flows from the post retirement segment and discretionary investment inflows.A Approximately 10% of flows were directed towards North's capital guaranteed product. North AUM grew to $10.7 billion at the end of the quarter up 11.5% from $9.6 ...

New business targets investors' bad habits

JAMES FERNYHOUGH  |  TUESDAY, 6 MAY 2014
... particularly those who like to make their own investment decisions, like many SMSF investors do," Russell said. "Many self-directed investors prefer to make their own decisions. However, because it is difficult to critically assess your own behaviour ...

ANZ wealth division profits up 11%

MARK SMITH  |  THURSDAY, 1 MAY 2014
... customer experience with wealth solutions increasingly integrated with our banking offering and more options for self-directed customers. Our revenue performance was positive, underpinned by strong growth in funds under management, favourable claims ...

AMP opens three funds to retail investors

MARK SMITH  |  TUESDAY, 1 APR 2014
... for innovative investment products that are aligned to the needs of retail investors, especially those that are self-directed. "These investors have goals, such as steady income or capital growth, that are often linked to the lifestyle they want to lead ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... applications and services as well as planning practices starting to use technology like video, social media and self-directed advice to develop new client relationships. "Scaled advice may be an enduring legacy of the FoFA reforms," Webster said. "After ...

Media Super to launch MDI option

JAMES FERNYHOUGH  |  TUESDAY, 11 MAR 2014
... reason why some high-balance members are (like in every other fund) transferring to self-managed super funds. "I also directed my staff to start calling every member with a significant balance to speak directly with them about their super needs.A We've ...

Industry groups self-interest caused FoFA problems

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
... chief executive Paul Tynan said. "It's not government that's the cause of the problems and complaints that have been directed towards FoFA, but the overabundance of self interest groups lobbying intensely to ensure that the interests of their particular ...

"People who complain are gotten rid of": ASIC

LAURA MILLAN  |  MONDAY, 9 DEC 2013
... "reprimanded by for seeking this advice and my concerns used as a reason to place me on probation. To retain my employment I was directed to "improve" my handling of such matters."

OneVue appoints senior distribution executive

MARK SMITH  |  MONDAY, 2 DEC 2013
... "David has a strong track record of delivering and exceeding targets, and tailoring propositions to suit the SMSF and self-directed markets, which OneVue is heavily concentrated on," OneVue chief executive Connie Mckeage said. "David has an intimate ...

Governor Carney is no monkey

BENJAMIN ONG  |  FRIDAY, 29 NOV 2013