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Showing 901 - 910 of 975 results for "Essential+"

Insurance stays afloat

RUTH LIEW  |  TUESDAY, 21 OCT 2008
The insurance industry may have been bashed by the troubles in the financial markets - but one researcher believes that most players are safe due to strong regulations, technology investments and sound portfolio management. According to Datamonitor ...

Asgard refines licence service

MICHAEL HOBBS  |  FRIDAY, 17 OCT 2008
Financial planning practice owners can tailor their dealer group licence so they only pay for the services they need after Asgard Wealth Solutions launched Licensee Select. Licensee Select attempts to cater for each businesses requirements across three ...

Financial Wisdom recognises its best

MICHAEL HOBBS  |  TUESDAY, 23 SEP 2008
West Australian financial planning practice, Wealth Wise and financial adviser, Cameron O'Sullivan won Financial Wisdom's practice and rising star awards respectively. Financial Wisdom Practice of the Year, Wealth Wise, employs six advisers and 11 support ...

Barclays UK takes life insurance online

MICHAEL HOBBS  |  WEDNESDAY, 20 AUG 2008
UK based Barclays Bank penned a deal with Norwich Union to provide life insurance products for the retail market online, a strategy which contrasts the approach of many Australian insurance firms. The deal means Barclays will offer both level and decreasing ...

Investors influence credit ratings

RUTH LIEW  |  WEDNESDAY, 9 JUL 2008
Credit rating agencies are bowing to the pressure of investors, issuers, and underwriters to change their ratings, a new survey shows. A recent member opinion poll conducted by the CFA Institute found that 11 per cent of those surveyed witnessed a CRA ...

Focus on value not fees: AFA

RUTH LIEW  |  FRIDAY, 4 JUL 2008
The Association of Financial Advisers (AFA) has put its foot down that advisers' commissions should not be abolished because the existing system promotes choice and value among clients. AFA national president Dennis Bateman stated that mandating a single ...

Moody's takes action after ratings blunder

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
Moody's Investor Services is taking legal action against a number of its employees and improving its rating processes after it bungled the ratings of 11 European constant proportion debt obligations (CPDO) worth approximately $1 billion. After testing ...

AdviserLogic launches planner-friendly software

It was more than three years in the making but a former financial planner has collaborated with a tax specialist and a leading IT expert to create a planning software that promises a better IT platform for small to mid-size planning practices. AdviserLogic ...

UN PRI needs public reporting

MICHAEL HOBBS  |  MONDAY, 26 MAY 2008
The United Nations Principles for Responsible Investment (UN PRI) board should mandate a public reporting system on the adoption of responsible investing policies to avoid the process becoming just another box ticking exercise, according to a leading ...

From PDS doorstoppers to digests

MICHAEL HOBBS  |  TUESDAY, 6 MAY 2008
In line with new government rules calling for shorter product disclosure statements, ING Australia has reduced the size of its PDSs for OneAnswer and OneCare products by 33 per cent. In August last year, the Federal Government legislated PDSs could ...