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Showing 10421 - 10430 of 18276 results for "Plan"

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
Powerwrap Limited has upgraded its SMARTwrap platform as part of its overall business strategy to offer independent financial advisers full choice at what they regard as a reasonable price. The SMARTwrap Investment Account now offers access to over ...

Investment banking scale down: Barclays

BEN COLLINS  |  MONDAY, 3 SEP 2012
British bank Barclays may scale down its investment banking arm, after new chief executive Antony Jenkins said new regulations would "make some activities in investment banking difficult to make an adequate return on." He said profits would be hit by ...

Fiducian acquires three fin planning firms

LINDA HAUSKEN  |  FRIDAY, 31 AUG 2012
The non-bank aligned financial services organisation Fiducian Portfolio Services has acquired three small financial planning firms, adding $65 million to its existing $1 billion of funds under advice to the firm. The three financial planning firms have ...

AMP training program to attract women advisers

LINDA HAUSKEN  |  FRIDAY, 31 AUG 2012
AMP has launched a new part-time financial planning training program that aims to provide a flexible pathway to the profession for those wanting greater work-life balance. The new program, Horizons Academy Flex Program, is particularly designed for ...

Farm land a viable alternative

BEN COLLINS  |  FRIDAY, 31 AUG 2012
Farm land as an alternative investment can be a good way to diversify portfolios, said Nicole Connolly, director of Alternative Investments, Russell Investments Australasia. It is an investment that is exposed to favorable secular drivers, but requires ...

ClearView positive about CCP takeover offer

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
The board of ClearView Wealth has entered into an implementation agreement with CCP BidCo after it made an increased takeover offer of five cents extra per share, following a rejection of its initial offer some three weeks ago. CCP BidCo, an entity ...

FMD acquires two fin planning firms

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
Melbourne based independently owned financial planning practice FMD Financial has acquired Investwell Financial Planning and Financial Lifestyle Managers, adding over $160 million of funds under advice (FUA) to the firm. Lee Wapling chief executive ...

Dangers of hybrid securities unrecognised: Adviser

LINDA HAUSKEN  |  WEDNESDAY, 29 AUG 2012
Hybrid securities poses great dangers for investors as they become more like shares as opposed to being more bond-like in the past, according to a financial adviser. Hybrid securities are one way for companies to borrow money from investors, while paying ...

Wilson staff shared information while sign on bonus was discussed

BEN COLLINS  |  WEDNESDAY, 29 AUG 2012
... the company. Wilson HTM has launched legal action against Ord Minnett in the NSW Supreme Court, accusing it of a deliberate plan to take over the company by poaching key staff. In Final submissions to chief justice Patricia Bergin in the court this morning ...

AMP North nudges $3 billion in AUM

LINDA HAUSKEN  |  WEDNESDAY, 29 AUG 2012
AMP's North platform has posted a solid $639 million of net cash flows in the first half of 2012, with 91% of the net cash flows being in non-guaranteed products. AMP North has tripled its results since the first half of 2011 when net cash flows amounted ...