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Showing 10081 - 10090 of 18276 results for "Plan"

Debt free and dividend rich: Fiducian

MICHELLE BALTAZAR  |  MONDAY, 4 MAR 2013
Listed financial services provider Fiducian Portfolio Services has posted consolidated profit after tax for the half-year to December of $1.69 million, in a period that saw the company wrap up its two-year long system upgrade and acquisitions. This ...

Industry bodies welcome Code of Conduct update

LAURA MILLAN  |  MONDAY, 4 MAR 2013
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) have welcomed the release of the Australian Securities and Investments Commission (ASIC) guidance on the regulatory code of conduct. After the release of the guidance ...

Former Lonsec MD pleads guilty to insider trading

LAURA MILLAN  |  MONDAY, 4 MAR 2013
Former managing director of stockbroking firm Lonsec Norman John Graham pleaded guilty to two charges of insider trading, the Australian Securities and Investments Comission (ASIC) announced on Friday. The charges relate to an order that Graham placed ...

Homegrown manager bags global award

LAURA MILLAN  |  MONDAY, 4 MAR 2013
The Pengana Asia Special Events Fund won the Excellence in Investment Management award at the International Alternative Investment Review (IAIR) Asset Management Awards, held last week in Hong Kong, Pengana announced today. The fund, which is managed ...

Fee for service mortgage broking for $3500

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
Mortgage broker Independent Mortgage Planners has launched a $3,500 flat-fee brokerage service for home buyers and property investors. IMP is an independent online broking service based in the Hunter Valley in NSW. A statement issued by Craig Morgan ...

AFA makes board and exec changes

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
The Association of Financial Advisers has made a number of changes to its board and senior executive following a recent meeting. Brad Fox, recently appointed as AFA chief executive, has resigned from the position of AFA Treasurer to take up the role ...

New approved audit forms now available

ALEX DUNNIN  |  FRIDAY, 1 MAR 2013
... 3 of the Form (Independent Auditor's Review report on future compliance with Risk Management Strategy and Risk Management Plan). "This change recognised the practical difficulty for auditors in reviewing future compliance at a time when significant new ...

Wealth Enhancers boosts team with AFL talent

LAURA MILLAN  |  FRIDAY, 1 MAR 2013
Financial advice firm Wealth Enhancers is focusing on working out a financial plan for professional athletes and has employed ex-footballer Ben Warren as relationship manager within the Sports and Entertainment department. Warren is also a finance student ...

Guardian Advice unveils mentoring and equity partnership program

LAURA MILLAN  |  THURSDAY, 28 FEB 2013
Boutique advice network Guardian Advice seeks to attract young advisers and help them start their professional career through a mentoring program and an equity partnership that will be announced within the next eight weeks. Guardian advisers' average ...

SFG FUA grow 8% to $11.6bn

MARK SMITH  |  THURSDAY, 28 FEB 2013
SFG Australia has reported solid earnings, funds under advice (FUA) and funds under admin growth, half-year results show. Overall net earnings before interest, tax, depreciation and amortisation (EBITDA) rose to $22.8 million, up 14% on the same period ...