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Showing 7691 - 7700 of 8595 results for "SIM"

MLC builds flexibility into MasterKey

HAMISH MADDEN  |  THURSDAY, 7 JUN 2007
In line with the new pension income rules, MLC has unveiled MLC MasterKey Pension, an integrated and flexible vehicle which delivers cost saving through account consolidation. MLC has structured two version of the product - MLC MasterKey Pension, which ...

Westpac structured equities team moves over to CommSec

WWW.THESHEET.COM  |  WEDNESDAY, 6 JUN 2007
Westpac's structured equity investments team, led by Suzanne Salter and Mogsheen Jadwat, after quitting the bank on Friday, are moving to CommSec so they can help muscle up CommSec's structured products department. Salter and Jadwat, who started working ...

'Tis the season to be philanthropic

CHRIS NICHOLLS  |  TUESDAY, 5 JUN 2007
You can tell tax time is on the horizon when two new charitable giving products and one philanthropy workshop appear in the space of 48 hours. Goldman Sachs JBWere yesterday launched their Charitable Endowment Fund (CEF), allowing investors to donate ...

Keysbrook joins national best practice project

HAMISH MADDEN  |  TUESDAY, 5 JUN 2007
Western Australian based Keysbrook Financial Services has joined the "Best Advice" project, a national cooperative project between privately owned financial planning businesses to develop a best practice model for implementation in their individual ...

Push button payment system at fundie fingertips

Seven years after InvestmentLink introduced a payment management system that became hugely popular with planners and dealer groups, the company is set to launch a similar product, this time for the fund managers and platforms. Called the Remuneration ...

Advisers need to think small for big profits

Financial advisers are missing out on a $3.76 trillion market by not engaging with the small to medium-size Australian business sector, according to Brian Boggs of financial planning and education company ili. Speaking at the 13th annual Rainmaker Information ...

Boomers can be choosers

Investment product design expert Paul Resnik has urged financial planners to abandon traditional methods of providing financial advice if they want to establish a meaningful relationship with their clients. Speaking at the Rainmaker Marketing Symposium ...

Perennial waives fees for three months

ALEX DUNNIN  |  WEDNESDAY, 30 MAY 2007
As an incentive to investors looking to quickly invest between now and the 30 June SimplerSuper deadline, Perennial Investment Partners will waive its fees on any new investments for three months. Perennial said the offer means they will reduce their ...

Give good advice to save yourself money: AXA

CHRIS NICHOLLS  |  WEDNESDAY, 30 MAY 2007
AXA has cut its professional indemnity insurance costs for advisers by 20 per cent and pointed to its Certified Quality Advice Practice pogram as a driver of best practice advice and business practice across its planning group. The premium gives advisers ...

Super is now the centrepiece: Vanguard

ALEX DUNNIN  |  TUESDAY, 29 MAY 2007
Superannuation is now the centrepiece of every consumer's financial plan, driven by a range of recent product development initiatives coming in response to changes to Federal Government policy. "The latest tax ruling on insurance offered by super funds ...