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Showing 10111 - 10120 of 18276 results for "Plan"

Zenith maintains EQT rating after sudden loss of manager

LAURA MILLAN  |  WEDNESDAY, 20 FEB 2013
... rating. However, it advised investors to consider not adding any new client monies to EQT until it releases a succession plan. After Terlikar's sudden loss, previous portfolio manager Joe Aszodi has stepped in until a new replacement is appointed. Aszodi ...

AFA mulls fresh approach to FOFA code of conduct

LAURA MILLAN  |  TUESDAY, 19 FEB 2013
The Association of Financial Advisers (AFA) is still looking for a practical approach to the Future of Financial Advice (FoFA) Code of Conduct requirement, AFA newly appointed CEO Brad Fox said. "The first opt-in obligation does not kick in until July ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
Rubik Financial, an ASX-listed global financial technology company, today announced a conditional agreement to acquire Provisio Software. Provisio is a significant player in the scaled and online advice markets providing software to large super fund ...

Van Eyk warns against New Year financial predictions

LAURA MILLAN  |  TUESDAY, 19 FEB 2013
Van Eyk head of Strategic Research Jonathan Ramsay warned financial advisers and investors against New Year financial predictions and asked them to "think carefully before acting on the latest round of New Year predictions for economies and markets." ...

Water scarcity a factor for resource fund managers

LAURA MILLAN  |  MONDAY, 18 FEB 2013
Investors need to take into account resource scarcity when investing, Tyndall AM head of Real Assets Richard Lourey said, commenting on a report about water scarcity released by Moody's last Friday. The report is entitled "Global Mining Industry: Water ...

QSuper launches new Challenger annuity

BEN COLLINS  |  MONDAY, 18 FEB 2013
QSuper has launched a new guaranteed-term annuity product through Challenger that will be available to members next month. They will be able to buy the product, which gives them competitive earnings rates on Challenger's term annuity with their own ...

SMSFs warned over incapacity planning

BEN COLLINS  |  MONDAY, 18 FEB 2013
Often the risks of a self-managed super fund director becoming incapacitated are ignored, a leading lawyer has warned. Speaking last week at the SMSF Professionals' Association of Australia (SPAA) national conference, Bryce Figot, director, DBA Lawyers ...

Don't meddle with super industry bodies warn Govt

LAURA MILLAN  |  FRIDAY, 15 FEB 2013
... constant changes to superannuation affected people's confidence to invest for the long term. "People need surety to be able to plan for the long term and they need to believe that if they do, there will be a bipartisan political commitment to the system." ...

Adviser firm Collins SBA joins Godfrey Pembroke

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
Tasmania-based financial advice and accounting firm, Collins SBA is the first firm to join the Godfrey Pembroke network this year, and the ninth to do so in the last 12 months. "2012 was a year of growth for Godfrey Pembroke with a number of quality ...

Topdocs automates SMSF deed updating

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
Self Managed Super Funds document provider Topdocs released today the Topdocs SMSF Deed Update, an automated update system for deeds. The new system allows professionals save time updating SMSF deeds after legislative and rule changes. "The new update ...