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Showing 10141 - 10150 of 18276 results for "Plan"

New claimants join class action against CBA

MARK STORY  |  THURSDAY, 7 FEB 2013
New claimants will participate in a class action brought against the Commonwealth Bank of Australia over the sale of complex debt instruments by Gloucester Shire Council in NSW and self-managed superannuation fund Clurname in the Federal Court last ...

How advisers can double their business value

MARK SMITH  |  WEDNESDAY, 6 FEB 2013
Putting greater emphasis on earnings can double the value of financial planning businesses, according to Centurian Market Makers' Chris Wrightson. Financial advice practices are typically valued on a multiple of annual recurring revenue with many institutionally ...

Frontier staffs up

BEN COLLINS  |  WEDNESDAY, 6 FEB 2013
Frontier Advisors, the industry superannuation fund-owned asset consultancy, yesterday said five new staff been added to its roster. Gilly Zimmer joined Frontier on 29 January as a consultant. Previously Zimmer was a senior manager, infrastructure ...

New Melbourne manager for Centric Wealth

BEN COLLINS  |  WEDNESDAY, 6 FEB 2013
Centric Wealth yesterday announced that Brisbane-based Celia Carroll had been appointed state manager, Victoria and has relocated to their Melbourne office. "Centric Wealth has a very clear strategy for expanding our operations nationally and following ...

Market Wrap AM

AAP  |  WEDNESDAY, 6 FEB 2013
... rebounded in opening trade after the previous day's sharp correction, but Dell sank 2.6 per cent after the company announced a plan to take itself private and de-list from the Nasdaq. Five minutes into trade, the Dow Jones Industrial Average added 75.55 ...

EM fund manager Esemplia explains turnaround plans

BEN COLLINS  |  MONDAY, 4 FEB 2013
Emerging markets fund manager Esemplia last week visited Australian clients to outline its new approach. Esemplia principal Steve Triantafilidis told Financial Standard their recent investment performance saw some of the manager's pension fund clients ...

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
IRESS' financial planning software system XPLAN is the top-rated planning application for 2012 according to an Investment Trends report. The 2012 Financial Planning Software Report by Investment Trends is an in-depth analysis of the eight fully featured ...

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
National Australia Bank's Asset Servicing business has been awarded the contracts to provide custodial and administrative services to investment manager Atrium Investment Management, and custodial services to Fitzpatricks Private Wealth. The win comes ...

Advisers expect greater focus on efficiency after FoFA

MARK SMITH  |  MONDAY, 4 FEB 2013
The single biggest outcome financial advisers expect to see from the Future of Financial Advice reforms is an increased focus on efficiency and greater use of technology, according to a survey commissioned by Zurich Australia. The telephone survey of ...

Email tops in social media stakes

MARK STORY  |  MONDAY, 4 FEB 2013
It may have been around the longest, but if he had to pick just one form of social media, Social Adviser founder Baz Gardner would choose email. This was just one of the many social media revelations that Gardner, host and organiser of this year's AdviserEdge ...