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Showing 10211 - 10220 of 18276 results for "Plan"

Advisers risk wasting 2013: van Eyk Advice

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
Instead of preparing for an onslaught of regulatory change, Australian financial planning businesses are in danger of wasting next year, van Eyk Advice has warned. 'Grandfathering' provisions in the federal government's Future of Financial Advice (FoFA) ...

Prime Value boosts BDM team

MARK STORY  |  WEDNESDAY, 12 DEC 2012
Boutique Australian Equities Manager, Prime Value Asset Management has appointed former adviser partnership manager at Russell Investment Group, Jake Ireland as national distribution manager. Prior to his seven year stint at Russell, Ireland was a business ...

Make super review your New Year's resolution

MARK SMITH  |  TUESDAY, 11 DEC 2012
Take advantage of the seasonal break to review your superannuation strategy, says MLC. The wealth management division of NAB has identified a number of strategies people can put in place during the New Year to take better control of their superannuation ...

Mortgage Choice Financial Planning open for business

MARK SMITH  |  TUESDAY, 11 DEC 2012
Mortgage Choice has launched its new financial planning business with the opening of two franchises. The company first announced its intent to enter the financial planning space in August 2011 and this latest move marks the start of a soft-launch process. ...

Listed fund's shareholders approve merger

BEN COLLINS  |  TUESDAY, 11 DEC 2012
Listed investment fund WAM Capital (ASX code: WAM) yesterday announced to the market that its shareholders had overwhelmingly approved a proposed merger with rival Premium Investors Limited (ASX code: PRV). Both companies had unveiled merger plans on ...

One-stop admin and investment shops target SMSFs

MARK STORY  |  TUESDAY, 11 DEC 2012
... administration is likely to turn from accountants to institutions that can offer a truly one-stop shop. Interestingly, new research by Plan For Life (Actuaries & Researchers) reveals that retail managers that have sold a combination of investment and ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
Advisors need to shed the perception of advice technology as a "back office" tool if they are to engage investors with their retirement income, according to a scaled advice software provider. J.P. Morgan's Donn Hess, speaking at a recent ASFA conference ...

Morphic Asset Management expands team

MARK STORY  |  MONDAY, 10 DEC 2012
The recently launched Morphic Global Opportunities Fund (MGOF) has reached $15 million in Funds under Management (FUM) in less than four months, and its manager Morphic Asset Management (MAM) has expanded its investment team and board. MAM has appointed ...

Good US housing news gathers pace

ALEX DUNNIN  |  MONDAY, 10 DEC 2012
... time since 2005. The Federal Reserve echoes these results with just released survey figures showing 6.9% of US consumers plan to buy a home in the next six months. The news on the hoped for resolution to the Fiscal Cliff negotiations isn't so upbeat. ...

Energy Super makes two senior appointments

MARK SMITH  |  FRIDAY, 7 DEC 2012
Energy Super has appointed Daniel Judd and Andrew Russell-Clarke as investment manager, and key member relationships manager respectively. With $4 billion in funds under management, industry fund Energy Super provides retirement planning solutions to ...