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Showing 8511 - 8520 of 9823 results for "Advisers"

Investors shift more money outside super

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
... changes to super have prompted clients to boost investments outside of super to fund their retirement, said Centric Wealth advisers. According to Anne-Marie Esler, technical services manager at Centric Wealth which has $4.9 billion in funds under advice ...

US planners prefer fee model: survey

PRESS RELEASE  |  TUESDAY, 7 JUL 2009
... respondents receiving most of their pay from fees. The survey of 390 Certified Financial Planners and other professional advisers also found a quarter are completely fee based planners and almost one-third receive at least half of their revenue from ...

Experts pick top stocks and sectors

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
... the long term. He said it was crucial for financial planners to look beyond the traditional large cap stocks. "Where advisers can really add value is in the mid to small cap areas. When you think that 75 to 80 per cent of our market has a market cap ...

Desktop Broker signs on 17 clients

RUTH LIEW  |  TUESDAY, 7 JUL 2009
... dealer groups. Arnie Selvarajah, chief executive of Bell Direct, acknowledged that a key selling point among financial advisers is the firm's ability to process and store commission information in real time, in turn remunerating planners in less than ...

Flawed fund analysis demands new metric: Study

ALEX DUNNIN  |  MONDAY, 6 JUL 2009
... and risk preference and then selecting investment products to implement this strategy in consultation with financial advisers being unreliable. Sy and Lui claim it would be better for investors to choose the best performing firms based on overall fund ...

Fin services back associations

MICHAEL HOBBS  |  MONDAY, 6 JUL 2009
... the number of people signing on. She said one of the biggest growth areas in the association's membership is financial advisers - which could be a result of a new financial advice course about to be launched soon. One of the biggest success stories of ...

Matrix adds ETFs to APL

PRESS RELEASE  |  MONDAY, 6 JUL 2009
... Planning Solutions has less than 120 approved investment options. The group's research committee, which comprises of advisers, management and an external consultant, approve investment options. "The Matrix Research Committee has been assessing ETF's ...

FPA extends free online advice service

FPA RELEASE  |  FRIDAY, 3 JUL 2009
... until the end of this month. The initiative was launched last month as part of FPA's Financial Planning Week. Volunteer advisers are on hand to answer basic finance questions ranging from salary sacrifice to CGT and superannnuation. But Jo-Anne Bloch ...

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
The Association of Financial Advisers (AFA) is again calling for Treasury to restrict the term 'financial adviser' amid a barrage of negative media reports on the planning industry. Richard Klipin, chief executive of the AFA, said the term 'financial ...

Lonsec rates Ashton-Paulson funds

COMPANY RELEASE  |  FRIDAY, 3 JUL 2009
Lonsec awarded three Ashton Advisers-Paulson & Co funds a 'recommended' rating. The Ashton-Paulson Recovery fund, Ashton-Paulson Credit Opportunities fund and the Ashton-Paulson Event Driven fund all received the Lonsec rating. Although the funds have ...