AFS to set up AFS Business School (29-Aug-2007)
... principals – the AFS Business School.It is acknowledged that to build successful and profitable practices,
financial advisers require three key skill sets: The skills needed to provide professional planning solutions for clients ...
HFA Holding reports record full year earning (27-Aug-2007)
... current Diversified Investments Fund and International Shares Fund campaign is being well received by
financial advisers and their clients. Both Funds received record gross inflows for July 07.HFA plans to re-open the HFA Partners Fund and the ...
Macquarie Direct Property Fund announces series of merger and acquisition (24-Aug-2007)
... into self managed superannuation funds was propelling the high level of interest in the Fund, particularly from
financial advisers. Macquarie Real Estate’s recent global property adviser roadshow, held in Sydney, Brisbane and Melbourne last week, ...
Praemium SMAs funds under management crosses A$200m (23-Aug-2007)
... new benchmark of A$200m.The recent inflows can be attributed to a buoyant end of financial year activity among
financial advisers and their clients.Praemium provides its SMA technology to Blackrock Investment Managers Limited which offers ...
Invest in charities tax-effectively: Perpetual (21-Aug-2007)
... spread over a five year period, making donations particularly useful in the overall financial planning process.
Financial advisers can advise clients decide which philanthropic structure better suits their situation, and provide advice on how ...
moneybox.tv launches online financial services multimedia hub (16-Aug-2007)
... is the CPD Central feature. For use by all financial services professionals but designed in particular for
financial advisers and dealer groups, moneybox.tv’s automatic CPD accreditation registry allows members to complete quizzes after viewing ...
Australians are better prepared for retirement than their US counterpart (15-Aug-2007)
... education for Australian investors continues to be effective, recent research shows.A survey of Australian
financial advisers, titled The Australian Retirement of Retirement Survey, has shown that their clients are better prepared for ...
JPMorgan launches STRATAS (14-Aug-2007)
... has received a Recommended rating from independent equities research firm, Aegis, and will be available through
financial advisers and brokers.According to JPMorgan Australia, after the launch of Alternative Energy STRATAS and Masters STRATAS ...
Zurich Financial Services introduces income replacement cover to lure underinsured market (31-Jul-2007)
... needs at the push of a few buttons through the website of Zurich’s Ezicover distribution partners, such as
financial advisers, dealer groups, credit unions and health funds.Research conducted by Zurich shows that although many Australians, ...
Credit ratings assist in understanding non-bank financial institution (27-Jul-2007)
... international credit ratings on New Zealand finance companies, building societies, and credit unions will assist
financial advisers, planners, and investors to better understand the risks in the non-bank financial institutions (NBFI) ...