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Showing 781 - 790 of 1194 results for "Switch"

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
... Financial Advice (FOFA) reforms while 23.2% were not. The good news for dealer groups is that most planners are reluctant to switch dealer groups in the next twelve months, although the bad news is competition is still fierce between dealer groups with ...

ETF markets August fall

ELISE BURGESS  |  THURSDAY, 15 SEP 2011
For the first time in three years, the $5.2 billion ETF market has contracted with net redemptions of around $70 million for the month of August although gold and silver funds still performed well. Measured in the four weeks ending September 5 this ...

AXA adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
AXA's aligned dealer groups are switching to the IRESS wealth management platform, XPLAN, with over 25% of practices already migrated as a result of a successful pilot program. AXA's decision to move to the web-based XPLAN wealth solution was driven ...

Bonds, where the real money is

ALEX DUNNIN  |  TUESDAY, 30 AUG 2011
World equity markets hold only $57 trillion, one-third less than the $90 trillion in world bond markets, so it might be time we paid a bit more attention to where the real money is. Like how despite the frenzy for more debt as governments scrambled ...

Markets crash as recession fears hit

ALISON BEVEGE  |  FRIDAY, 5 AUG 2011
Australian stocks plunged at the open after world markets fell sharply overnight and experts say more grief is to come. At time of writing, the All Ordinaries Index was down 173 points or 3.97% to 4179.9 while the S&P ASX 200 had given up 156.5 points ...

Consumers flex social media muscle

ELISE BURGESS  |  MONDAY, 1 AUG 2011
In under 24 hours, over 4,000 people signed up to an online Big Bank Switch campaign by consumer group, CHOICE, reflecting the increasing power of social media as a form of communication. The big four banks, the main target of the campaign, were also ...

New bond fund targets corporate sector

MATT WOODINGTON  |  THURSDAY, 28 JUL 2011
Australian Unity subsidiary Altius Asset Management sees good value in term deposits and the corporate sector after launching its bond fund. The fixed interest boutique, led by chief investment officer, Bill Bovingdon, invests in fixed interest securities ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
Financial advisers remain tentative on the outlook for equity markets although more than half surveyed by Zurich are thinking about reducing the amount of cash in client portfolios. Zurich spoke to 300 advisers nationwide with 59% "indicating a potential ...

Advisory firm directors may challenge ASIC ban

ALISON BEVEGE  |  THURSDAY, 7 JUL 2011
... extracted an enforceable undertaking from financial planner Kilara Financial Solutions, who recommended retail investors switch their superannuation holding into a fund of which Trio was the responsible entity. Peter Seagrim, managing director of Seagrims ...

Medicare to handle compassionate super payouts

MATT WOODINGTON  |  THURSDAY, 7 JUL 2011
... through compassionate payments in the 2010/2011 financial year and this is unlikely to rise as a result of the administrative switch. "We wouldn't expect it to change a lot, it's a demand driven thing and the regulations around it stay the same. To get ...