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Showing 10101 - 10110 of 18276 results for "Plan"

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
SFG Australia has proposed a merger with rival WHK Group, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFG Australia this morning said that a non-binding ...

IOOF posts $33.2m profit

BEN COLLINS  |  MONDAY, 25 FEB 2013
... flow was $52.8 million, another "strong result," the company said. Two of IOOF's recent acquisitions, advice groups DKN and Plan B, continue to add value to the organisation. DKN reported a $6.2 million after-tax profit to 31 December, a 33% increase ...

Latest Financial Standard issue available on the iPad app

MICHELLE BALTAZAR  |  MONDAY, 25 FEB 2013
In the new edition of Financial Standard, we publish our coverage of the annual SPAA SMSF conference, feature opinion pieces from fund managers Tyndall and Threadneedle, and the latest industry news, views and executive appointments. You can read them ...

MoneySmart fin lit schools kits now even more hi-tech

ALEX DUNNIN  |  FRIDAY, 22 FEB 2013
ASIC will release later this month the next round of digital classroom activities guides and resources designed to help primary school teachers promote financial literacy. The resources are part of the ASIC MoneySmart initiative and revolve around the ...

Peer-to-peer portfolio benchmarking gains appeal

LAURA MILLAN  |  FRIDAY, 22 FEB 2013
... providing services to giving advice in the same way that travel agencies have evolved in the last ten years: now if you want to plan a trip you book everything through a website, but if you need advice you still go to an agency," he said. SelfWealth ...

Pivotal changes name to Affinia

LAURA MILLAN  |  FRIDAY, 22 FEB 2013
Pivotal Financial Advisers changed its name to Affinia Financial Advisers, the company announced. As much as 60 financial advisers were working for Affinia last year. The company, a dealer group that targets risk specialists, is backed by life insurance ...

Game changer in six months: AMP SMSFs

LAURA MILLAN  |  THURSDAY, 21 FEB 2013
AMP Group's self-managed super fund business is now managing more than 9,100 SMSF accounts, more than treble the number it managed in the first half of last year. AMP has been able to position its business in the SMSF market and has become one of the ...

Big year in platforms and super: AMP Fin Services

LAURA MILLAN  |  THURSDAY, 21 FEB 2013
While underlying profit rose modestly compared to 2011 figures, AMP Financial Services posted a $1.7 billion turnaround in net cash flows, buoyed by solid performance from its platforms and wealth management arms. AFS net cash flows recovered from a ...

Co-operation key to avoiding pain from ASIC

MARK SMITH  |  THURSDAY, 21 FEB 2013
... an issue. "It may be something that can be remedied relatively easily, for example by putting together a robust compliance plan that includes communicating with clients." If the business needs legal advice, Ray says a commercial lawyer - not a litigator ...

BNP Paribas targets UHNW clients in Asia

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
BNP Paribas is targeting ultra high net worth with its new plans to expand its wealth management business in Asia. Chief executive Jean-Laurent BonnafA(C), said the French bank was ready to "actively pursue business development in 2013" after adapting ...