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Showing 10601 - 10610 of 18276 results for "Plan"

RI Advice expands financial planning offer

LINDA HAUSKEN  |  THURSDAY, 14 JUN 2012
The merger of RI Advice Burnie and Devonport with Coles Financial Group has created Zenith Wealth, a new financial advice offering based in Tasmania. Grant Howe, managing director of Zenith Wealth said this merger means that Coles Financial Group's ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
Equity Trustees Limited has established a Private Wealth Services division under the leadership of newly recruited executive, Geoff Rimmer. Rimmer, most recently chief executive officer of adviser group Financial Services Partners, will take responsibility ...

Telstra Super launches income option

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
Telstra Super has added an income option to its diversified investment stable in response to member demand for more retirement solutions. The 'Diversified Income' option focuses primarily on an income stream, while still achieving some growth on initial ...

IOOF appoints new investment specialist

LINDA HAUSKEN  |  WEDNESDAY, 13 JUN 2012
IOOF Holdings Limited has named Graham Smith as investment specialist for its investment bond, WealthBuilder. In this role, Smith will work with Wealth Builder's existing sales resources to raise the profile and sales of the WealthBuilder suite in the ...

Advisers ready to move clients back to equities

BEN COLLINS  |  WEDNESDAY, 13 JUN 2012
Zurich's investment business in Australia has released new findings that show more than half of advisers surveyed are ready to re-balance their customers' portfolios to hold less cash. The nationwide survey of 200 advisers showed that 68% indicated ...

Market Wrap

AAP  |  TUESDAY, 12 JUN 2012
The Australian share market opened slightly higher despite weak offshore leads on the back of higher Spanish and Italian borrowing costs. At 1011 AEST on Tuesday, the benchmark S&P/ASX200 index was up 13 points, or 0.32 per cent, at 4,076.7, while the ...

EOFY: Review of super contributions essential

LINDA HAUSKEN  |  TUESDAY, 12 JUN 2012
To avoid clients being hit with tax penalties on excess contributions advisers should be reviewing their salary sacrificing arrangements, according to industry experts. The concessional super contributions cap is legislated to reduce from $50,000 to ...

HIP Super enters advice partnership

MELANIE TIMBRELL  |  TUESDAY, 12 JUN 2012
Health Industry Plan (HIP) has formed a strategic partnership with IOOF subsidiary, Bridges Financial Services for fee-for-service, flexible and scalable advice. According to HIP, transparency of cost structures and the provision of single and multi-issue ...

Former AFA president mourned

RACHEL DAVIS  |  TUESDAY, 12 JUN 2012
Former Association of Financial Advisers president and former South Australian state director, Michael Murphy, has died at the age of 66, after a six year battle with cancer. In announcing his loss to Association of Financial Advisers (AFA) members ...

Spanish bailout soured by upcoming Greek election

BEN COLLINS  |  TUESDAY, 12 JUN 2012
... possibility of a Syriza win is causing great fear in the market because that would mean Greece not complying with its rescue plan from July last year and then there is a major possibility of Greece having to abandon the euro," Daniel Pingarron Salazar ...