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Showing 10691 - 10700 of 18276 results for "Plan"

Guardian Advice recruits four new practices

RACHEL DAVIS  |  THURSDAY, 3 MAY 2012
Guardian Advice has expanded its network with four new practices in NSW and Victoria, as part of its three year growth strategy to increase adviser numbers by partnering with independent practices. In 2011, Suncorp Group owned Guardian repositioned ...

FPA calls on ASIC for clearer advice definitions

LINDA HAUSKEN  |  WEDNESDAY, 2 MAY 2012
The Financial Planning Association has called on The Australian Securities and Investments Commission for greater clarity and definitions of quality advice. Approximately 150 practising financial planners, along with licensees and compliance, legal ...

SFG makes Victorian acquisition

BEN COLLINS  |  WEDNESDAY, 2 MAY 2012
... Financial Services and Spencers also demonstrate the benefits of accountants and financial advisers working together, and we plan to further implement this strategic imperative across the group in the future." Life Financial Services was formed in 2003 ...

AFA launches revamped website

BEN COLLINS  |  TUESDAY, 1 MAY 2012
The Association of Financial Advisers has launched a revamped website to better connect members, following development of its multi-platform social media presence. "We've completely rebuilt the website from the ground-up, with the intention of providing ...

netwealth unbundles super

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
netwealth has become the latest provider to unbundle its super offer with the launch of a next generation product to tailor investment and insurance requirements to the desired fee level. Matt Heine, executive director at netwealth investments said ...

CPA responds to advice exemption

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
CPA Australia has called on the government to extend an exemption for accountants in line with that granted to financial advisers yesterday. The decision, announced by Assistant Treasurer David Bradbury, extends financial advisers' current exemption ...

QIC awards Molpus alternative timber mandate

MELANIE TIMBRELL  |  FRIDAY, 27 APR 2012
Investment manager QIC has awarded a mandate to US-based Molpus Woodlands Group, with the timber specialist purchasing 42,000 acres on behalf of the QIC Alternative Beta Fund. QIC is not disclosing the dollar value of the mandate, although it is believed ...

Count taps Clark, expands BDM network

MELANIE TIMBRELL  |  THURSDAY, 26 APR 2012
Former BT Financial Group executive Judy Clark has moved to Count Financial in the newly created role of senior executive member development. According to a memo circulated to members on Tuesday from chief executive David Lane, Clark's team aims to ...

SuperMate updates online SMSF

BEN COLLINS  |  THURSDAY, 26 APR 2012
SuperMate has launched three updates to its online self managed super fund administration service. The updates include fully automated ASX corporate actions processing, overnight bank data download into SMFSs for 95% of bank transactions and direct ...

Advisers should focus on cost of advice

BEN COLLINS  |  THURSDAY, 26 APR 2012
Financial advisers should place more scrutiny on the cost of providing advice per client as the industry moves toward fee for service, according to Provisio Technologies. Planning businesses may struggle to accurately pin down service costs per client ...