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| | | ... advice centre and financial planning centre, and enables members to ring one number to receive information and advice on everything from basic account administration to a full financial plan. "Sunsuper exists solely for members' benefit and the introduction ... |
| | | | ... clients, with no reverse mortgage being a one size fits all. "There's no one product that I'm aware of that covers everything, so planners will need to have access to a number of products to choose which one is appropriate for their clients, and that ... |
| | | | ... "During bull markets [2003 to present], the reverse occurs where the industry tends to focus on absolute returns given everything is going up, whereas their returns relative to the indices are not necessarily as attractive." One of their clients, a 61-year ... |
| | | | Investors would do well to get back to the basics of investing, according to Schroders, with head of Australian equities, Martin Conlon, arguing the focus on 'new' asset classes and an obsession with headline data and forecasting has led some to forget ... |
| | | | ... in the second half of calendar 2006. "All the dogs are being bought, or mooted to be bought, by private equity. So everything you wouldn't hold has just gone through the roof," Donohue explained. "They were that way for a reason, and probably throwing ... |
| | | | ... said ethics and professional excellence really was the core of CFA Institute culture. "I'd say it's the heartbeat of everything we do and it always has been." In raising the profile of the CFA Institute in the region, Dr Squires said growth in charter ... |
| | | | ... strategy. He added that Optimiser 4 also gets rid of risks related to trying to time the market. "Some suggest timing is everything in successful investing, and the Optimiser series has proved popular with investors who realise this is increasingly difficult ... |
| | | | ... materials firm Boral Ltd triggered slides in shares for its rivals such as Rinker Group Ltd. "That dragged down Rinker and everything else with it," Mr Klusman said. At 1200 AEST, the benchmark S&P/ASX200 index was down 22.3 points to 5367.4, while the ... |
| | | | ... power to regulate reverse mortgage providers nor to go into bat for consumers. "ASIC is responsible & for just about everything else you can think of, except consumer credit. Generally speaking, ASIC's jurisdiction [over equity release] extends only ... |
| | | | ... with takeover speculation was driving the market. "The mighty BHP is leading the charge... it is just outperforming everything at the moment," Mr Anderson said. "All our research and our feeling is that the resource boom is well and truly on. "Without ... |
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