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Showing 51 - 58 of 58 results for "Finder"

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... don't understand, Lazenby said there is a "death by detail" at the client prospect stage. "They have to fill out a fact-finder before they can even see you. It makes financial advice seem like something that's only for people who are already financially ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Private Word magazine App NAB Private Wealth netwealth accellerator netwealth Investments Riskfirst Rapid MLC Fast Fact Finder IOOF Best New Investment Product of the Year Winner UBS iQ Research Preferred Australian Share Fund UBS Finalists Walter Scott ...

BT Wrap lifts fog on model portfolios

ELISE BURGESS  |  TUESDAY, 21 SEP 2010
... groups have been very excited about the fact that it gives them the ability to actually set a number of rules from the fact finder through to the model so that there is actually a structured active proposition," said Jackie Boylan, national manager distribution ...

ASIC catches short sale bungle

PRESS RELEASE  |  FRIDAY, 20 FEB 2009
ASIC has stopped Sydney-based investment firm, Droga Capital, from short selling for three months after the company's director tried to sell mining shares he did not own. ASIC alleges the firm's sole director Daniel Droga, on behalf of Droga Capital ...

Market Wrap - Morning

AAP  |  THURSDAY, 16 OCT 2008
The Australian share market is expected to open significantly lower after US stocks slumped overnight as economic reports there showed the economy is headed for a recession, if not there already. At 0753 AEDT, the December Share Price Index futures ...

JV eases Opes Prime woes

MICHAEL HOBBS  |  MONDAY, 7 APR 2008
... information provider, Bourse Data, international market specialist MDSnews and client advisory Cube Financial. In other news, Finder Resources has acknowledged some of its shares were held under Opes Prime margin lending facilities, and as a result of ...

Good wine, good advice

... clients have to pay a $270 fee for the first appointment, where Leslie and the client would discuss what was in their 'Fact Finder' (a form sent before the interview detailing the client's data) and what she describes as a bit of "financial coaching". ...

ING software roll-out to reduce the SoA burden

... produce a simple statement of advice in 20 minutes when a detailed version is not necessary. The service also provides a fact-finder and modelling tools. An initial pilot group of 300 selected advisers will begin accessing the service through ING's Adviser ...
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