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Showing 10511 - 10520 of 18276 results for "Plan"

Fix churn with watch list: AFA

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
The Association of Financial Advisers (AFA) said churn should be handled by insurers sharing information to create an industry watch list that would identify advisers participating in the practice. The AFA proposal is in response to recent Financial ...

MLC appoints head of advice

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
MLC has appointed Leah Mallett as head of advice programs in its business development division. In this role, Mallett will assume responsibility for adviser recruitment for MLC's Advice Business School. Mallett joined MLC in 2002 where she held a practice ...

AusSuper to double Asian exposure

BEN COLLINS  |  MONDAY, 16 JUL 2012
AustralianSuper plans to more than double its exposure to Asia over the next four years, and has established an investment committee to lead the charge. Most of the committee will be based in Asia, and serviced by the investment services team in Australia. ...

Mariner lodges TO panel complaint

BEN COLLINS  |  MONDAY, 16 JUL 2012
Mariner Corporation has gone to the Takeovers Panel to try and stop the sale of Austock's property business. Austock last week announced plans for an $11 million sale of Austock Property Funds Management and its related entities to Folkestone Limited ...

Plan B board accepts IOOF offer

BEN COLLINS  |  MONDAY, 16 JUL 2012
The board of Perth-based Plan B Holdings Limited has recommended a $49.1 million takeover offer made by IOOF. IOOF had proposed to acquire 100% of the fully paid ordinary shares in Plan B, in an off-market takeover that would see it add $2.2bn in funds ...

Wen's visible hand

BENJAMIN ONG  |  MONDAY, 16 JUL 2012
Where are they now? Those hard landing-ers? Wall Streets and European equities jumped 1.7% and 1.4%, respectively - on the final day of last week's trading as markets welcomed news that China's economy slowed "as expected" to 7.6% in the year to the ...

Aberdeen fixed income manager resigns

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
Stuart Dear has resigned from his senior fixed income portfolio manager role at Aberdeen Asset Management and will be leaving the firm in approximately two weeks. Dear has been at the firm for 14 years and during that time his focus has been on interest ...

BT hones tech for advice scale

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
BT Financial chief Brad Cooper's strategic focus on cross-selling wealth products to Westpac customers will be helped by a multi-pronged technology-based approach. Mark Spiers, BT's general manager of advice said technology will be a key battleground ...

Advisers optimistic on SMSFs despite changing skill set

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Financial advisers are still expecting SMSF revenues to increase as a percentage of their practice revenue, despite cost of advice falling and the specialist skills required. The Vanguard/Investment Trends Self Managed Super Fund Planner Report showed ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Growing costs associated with Dodd-Frank compliance are making single family offices in the US less sustainable, with virtual and multi family offices in favour as a result. Those were among the findings reported by the Advanced Planning and Family ...