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Showing 10351 - 10360 of 18276 results for "Plan"

Market Wrap

AAP  |  TUESDAY, 9 OCT 2012
The Australian share market has broken the 4500 level for the first time this year, led by big gains in the resource and energy sectors. At 1201 AEDT on Monday, the benchmark S&P/ASX200 index was up 21.4 points, or 0.48 per cent, at 4,503.3 points ...

AFA conference boasts biggest turnout in 20 years

LINDA HAUSKEN  |  TUESDAY, 9 OCT 2012
At this year's Association of Financial Adviser's (AFA) National Conference, due to kick off in three weeks, delegates can expect to hear from high caliber speakers who will be tackling the sector's challenges and opportunities in the face of regulatory ...

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
... Spiers, general manager, advice at BT Financial Group said that advisers can define value by asking themselves if the executed plan performed the way it was designed and if the service experience was there for the client throughout the whole process. ...

Zelman opens new advice business

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
Melbourne-based life insurance specialist Aaron Zelman has opened up a new risk advice practice under the dealer group Synchron umbrella. The new advice practice, LifeScope, was created to provide expert risk-only advice to business owners, executives ...

Platforms at 10 year low

MARK STORY  |  FRIDAY, 5 OCT 2012
... inflows into the platform market reaching their lowest levels in ten years, a recent report reveals. According to a report by Plan for Life Actuaries and Researchers, the overall platform market fell by 1.4% or $5.8 billion in funds under management ...

Volatility breeds opportunism: Report

BEN COLLINS  |  THURSDAY, 4 OCT 2012
Conventional investment wisdom has been sidelined by continued market volatility, said a study commissioned by Principal Global Investors. As a result, the report, undertaken by CREATE-Research, said new ways of investing and managing assets through ...

Market Wrap

AAP  |  THURSDAY, 4 OCT 2012
Australian stocks have opened firmer, with the financial sector leading the broader market higher. At 1032 AEST on Thursday, the benchmark S&P/ASX200 index was up 7.3 points, or 0.16 per cent, at 4,445.9 points, while the broader All Ordinaries index ...

Cambooya appoints new CEO

MELANIE TIMBRELL  |  WEDNESDAY, 3 OCT 2012
Fairfax family office Cambooya Services has appointed a new chief executive following the departure of Peter Roach in July this year. Jenny Wheatley assumed the role of CEO of Cambooya Services in August. She has additionally taken the role of CEO for ...

Paragem signs ex-Securitor practice

BEN COLLINS  |  WEDNESDAY, 3 OCT 2012
Independent Australian Financial Services License (AFSL) provider Paragem has signed Ford + Scott Financial Planning Pty Ltd, after the Tasmanian-based business resigned from Westpac's Securitor AFSL. "We've enjoyed a long and successful relationship ...

AFA names Rising Star finalists

LINDA HAUSKEN  |  WEDNESDAY, 3 OCT 2012
The Association of Financial Advisers has named the five finalists in the 2012 Rising Star of the Year Award. The Award is particularly about finding, showcasing and celebrating talent in advisers who are at the start of their careers and who have made ...