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Showing 651 - 660 of 1700 results for Michael Hobbs

Planners gain clean tech fund

MICHAEL HOBBS  |  FRIDAY, 20 FEB 2009
Asgard Wealth Solutions adds Bakers Investment Group's Alternate Energy Customised Portfolio to its Approved Product List (APL). The portfolio uses a separately managed account (SMA) structure and provides exposure to alternative energy securities across ...

Govt move aids planners

MICHAEL HOBBS  |  THURSDAY, 19 FEB 2009
The government's decision to temporarily suspend the minimum draw down requirement for account-based pensions allows planners the ability to keep their client's money invested in the market. Yesterday, minister for superannuation and corporate law ...

Mercer buys Callan Associates

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
Mercer strengthens its investment consulting business further after it acquired Callan Associates, one of the largest consulting firms in the US. Based in San Francisco, Callan Associates provides research, education, decision support and advice for ...

Self-employed are more picky with advice

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
Self-employed people are 25 per cent less satisfied on average with the planning services they received from their planners compared to retirees and other employed workers, a new survey found. The Business Health CATScan client satisfaction research ...

Aviva prepares for equity investment surge

MICHAEL HOBBS  |  TUESDAY, 17 FEB 2009
Investors can start preparing for the upswing in the local equity market after Aviva launched a dollar cost averaging tool which allows them to gradually move some of their cash investments into other asset classes. The Progressive Switching Facility ...

Pearce rejects "sloppy" league tables

MICHAEL HOBBS  |  TUESDAY, 17 FEB 2009
Shadow minister for financial services, superannuation and corporate law, Chris Pearce has sided with IFSA in slamming the government's proposed plan to publish superannuation option performance tables. He said the government's chosen method is "sloppy" ...

Qld firm to restore "faith" in planning

MICHAEL HOBBS  |  MONDAY, 16 FEB 2009
Queensland based financial planning firm, Aylesbury Financial Group is providing free financial advice to those who can't afford it to restore the community's faith in financial planning services. Trudy Heins, Aylesbury Financial Group senior financial ...

Zenith wins clients and adds to team

MICHAEL HOBBS  |  FRIDAY, 13 FEB 2009
Zenith Investment Partners has won four new clients, appointed former Property Investment Research (PIR) associate director, Dugald Higgins, to manage its new direct property research division and added an additional investment analyst, Graeme Miller ...

Allianz pays $500,000 to bushfire sufferers

MICHAEL HOBBS  |  FRIDAY, 13 FEB 2009
Allianz Australia has paid out more than $500,000 to Victoria's bushfire victims and expects the total industry insured damage to reach $1 billion. By noon on Thursday Allianz had received 533 claims valued at more than $55 million, more than double ...

Austock fund added to netwealth wrap

MICHAEL HOBBS  |  THURSDAY, 12 FEB 2009
Austock Asset Management's High Yield fund has been added to the Netwealth Investment Wrap suite. Jono Gourlay, Austock Asset Management business manager, said the netwealth platform targets boutique financial planning dealer groups which is also a ...