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Showing 10671 - 10680 of 18276 results for "Plan"

China needs active management: Fidelity

MELANIE TIMBRELL  |  WEDNESDAY, 9 MAY 2012
Revised growth targets are part of the latest Chinese five-year plan focusing on social harmony, but active management is essential to reap the solid gains, according to Fidelity. Chinese equities may still be considered a relatively risky asset class ...

Compensation report finds against last resort scheme

RACHEL DAVIS  |  WEDNESDAY, 9 MAY 2012
The St. John report on compensation arrangements for consumers of financial services recommends strengthening existing compensation arrangements before implementing a 'last resort' scheme. The Compensation Arrangements for Consumers of Financial Services ...

Gap increasing between consumers and cost of advice

LINDA HAUSKEN  |  WEDNESDAY, 9 MAY 2012
... cost getting bigger, according to Investment Trends latest report. For those looking to develop a comprehensive financial plan for the first time, the expectation is that it will cost $770, according to Investment Trends new research which was based ...

FPA calls for improved education on advice

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
The Financial Planning Association has called for improved consumer education about financial advice and inclusion in the national curriculum. The Financial Planning Association (FPA), Australian Securities & Investments Commission (ASIC) and the Financial ...

Insurance bonds offer tax effective strategy

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
Insurance bonds are an option for investors looking to reduce their taxable income and grow their wealth outside of superannuation, according to IOOF. "Investment bonds work particularly well as a complimentary wealth accumulation strategy," said Damian ...

Franklin Templeton continues expansion with new hire

RACHEL DAVIS  |  TUESDAY, 8 MAY 2012
Franklin Templeton has appointed Joe Marassa to the newly created role of head of marketing for its Australian business, as part of the firm's push into the retail market. Based in Sydney, Marassa will focus on the delivery and execution of the overall ...

UniSuper bolsters listed infra exposure

MELANIE TIMBRELL  |  TUESDAY, 8 MAY 2012
UniSuper has increased its stake in Transurban with an additional $200 million investment in the toll road developer. The purchase reflected the value available in the stock at the time fund manager CP2 sold off a significant stake in Transurban, rather ...

SFG to close competitive gap

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
Advice group SFG plans to address structural issues in competition with a major expansion as industry dynamics change on current economic and political conditions. Chairman Eric Dodd recently expressed a desire for the Group to treble in size to the ...

Instos missing ETF options

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
Australian investors are unlikely to benefit from the expanding stable of actively managed ETFs in the US, potentially compounding opinion that the tool's use holds limited appeal for local instos. State Street's recent launch of three new products ...

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
... choice of two business models and commercial agreements - the Standard or the Premium business model. RI said most advisers plan to opt for the standard business model. The premium model will cater for practices that require greater administrative service ...