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Showing 471 - 480 of 559 results for "Johns"

Planners champion risk advice

RUTH LIEW  |  THURSDAY, 19 FEB 2009
Risk advice is today high on the agenda of advisers' businesses as a new survey shows advisers earn over a quarter of their practice revenue from risk products - a 30 per cent jump from 2007. According to the latest planner risk and risk technology ...

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 ...

CFD traders hibernate during crisis

RUTH LIEW  |  FRIDAY, 17 OCT 2008
The number of 'dormant' contracts for difference (CFD) traders rose 71 per cent from April last year to August 2008 due to market uncertainty. According to the third annual 2008 Contracts For Difference Report by Investment Trends, the number of CFD ...

Fee for service planners on the rise

A sub-segment of financial planners expect revenue from pure 'fee for service' models to increase to almost a quarter of their total revenue in three years, a survey of more than 1,100 planners has found. The inaugural Investment Trends Planner Business ...

Lord Stern launches carbon ratings

ALEX DUNNIN  |  WEDNESDAY, 25 JUN 2008
IDEAglobal Group, a company whose vice-chairman is Lord Stern, has just launched the Carbon Ratings Agency (CRA) service for investors and companies participating in the carbon market. The CRA ratings will operate similarly to credit ratings but focus ...

BT and Asgard to lead platform market

RUTH LIEW  |  TUESDAY, 27 MAY 2008
Nearly one third of all Australian financial planners will call the combined BT/Asgard their primary platform should the Westpac and St.George merger come to fruition. Westpac and St.George yesterday signed a merger implementation agreement - taking ...

Investment Trends names top SMAs

RUTH LIEW  |  TUESDAY, 20 MAY 2008
BlackRock, MLC and Tricom are among the top separately managed account (SMA) players according to a new Investment Trends report. BlackRock has surged ahead of the separately managed account (SMA) pack to be crowned the provider with best overall functionality ...

Advisers change tack on life insurance

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
Smarter planning software programs have triggered a fundamental change in how financial advisers provide life insurance to clients, according to an Investment Trends report. The report surveyed 1,600 advisers in November last year and found that of ...

Less clients, larger loan sizes

Margin lending is still the most popular form of gearing used by brokers for their clients and while the numbers are down, loan sizes are up. The findings came from the latest Colonial Geared Investments/Investment Trends Margin Lending: Broker Report ...

ING buys Citistreet for $960m

MICHAEL HOBBS  |  MONDAY, 5 MAY 2008
ING Group has acquired admin services giant Citistreet, owned by Citi and State Street, for a whopping $960 million in cash. Established in 2000, Citistreet was previously half owned each by Citigroup and State Street Corporation. The business provides ...