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Showing 10631 - 10640 of 18276 results for "Plan"

BT: Focus on Count disproportionate

MELANIE TIMBRELL  |  WEDNESDAY, 30 MAY 2012
The focus on Count practices that have moved to BT ignores larger market issues, according to BT Financial's Mark Spiers, which in the last 12 months have prompted a total of 34 practices to shift to BT dealer groups. Moving to quash rumours of practices ...

Market Wrap

AAP  |  WEDNESDAY, 30 MAY 2012
... a trimming." The local market opened lower after China's state-run Xinhua news agency reported China's government did not plan to introduce stimulus measures on the same scale as it did in 2008. BHP Billiton fell 36 cents, or 1.11 per cent to $32.01 ...

Bad news? What bad news?

BENJAMIN ONG  |  WEDNESDAY, 30 MAY 2012
... China not having spent a single stimulus yuan yet. All these, despite one and all still waiting on the Greek verdict and plan X from European authorities. All these, despite Big Ben not having uttered a single QE word since. The mere fact that we've ...

Fisher Investments makes Australian move

BEN COLLINS  |  TUESDAY, 29 MAY 2012
... Australia establishing key relationships with major Australian investors," said group vice-president Justin Arbuckle. "We plan on dedicating significant resources and capital to endeavour to underscore our commitment to the region. "We feel our top-down ...

Equipsuper pulls plug on Vision merger

MELANIE TIMBRELL  |  MONDAY, 28 MAY 2012
The board of Equipsuper has voted unanimously to withdraw from its planned merger with Vision Super. Equipsuper has cited differences at Board level on the investment model to be employed as the motive behind the decision, although integration of the ...

NAB expands Financial Planning team

LINDA HAUSKEN  |  MONDAY, 28 MAY 2012
MLC has named Paul Fog as Financial Planning general manager of National Australia Bank in an internal appointment. Fog will be based in Melbourne and will assume the responsibility for running NAB's salaried advice network. Fog has been acting in the ...

FOFA disadvantages early move on fee-for-service

MELANIE TIMBRELL  |  FRIDAY, 25 MAY 2012
Draft regulation released on grandfathering and conflicted remuneration this week, may disadvantage advisers who have already moved to a fee-for-service model in line with the new FOFA regime. Dante De Gori, general manager policy and government relations ...

XPLAN upgrades for goals based advice

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
IRESS has made enhancements to its software solution XPLAN, with the aim of assisting advisers in delivering goals based advice to their clients. The recently upgraded XPLAN tool helps advisers to discuss and frame up one specific goal at a time with ...

Market Wrap - Morning

AAP  |  FRIDAY, 25 MAY 2012
... markets have ended mostly lower and the euro hit a 22-month low against the dollar after European leaders failed to agree a plan to save Greece from exiting the eurozone. While a summit in Brussels saw a pledge of support for Athens it highlighted divisions ...

Clear advice models to engage clients

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
Advisers need to define their value proposition and focus on delivering strategic advice that clients understand the value of, according to Vanguard. Speaking at Beyond 2012: The Future of Advice Roadshow, Michael Lovett, head of Vanguard's Intermediary ...