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Showing 10721 - 10730 of 18276 results for "Plan"

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
Financial planner current use of annuities may be limited, with only 36% using the products in 2011, but there are predictions of increased use across the industry revealed in a new planner survey. Key findings within the Investment Trends December ...

Former Bell Potter adviser charged

MELANIE TIMBRELL  |  WEDNESDAY, 11 APR 2012
A former senior client adviser with Bell Potter Securities Limited has been charged with 15 counts of fraudulent conduct following an ASIC investigation. Glenn Russell Evans, of Leichhardt, NSW is alleged to have used client funds for his own personal ...

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
Equity Trustees has appointed Anna Hacker to the newly created role of senior manager - estate planning, reporting to Lachlan Wraith, head of personal estates and trusts. Hacker joins Equity Trustees (EQT) from Moores Legal where her role included providing ...

GMO shuts Aus equities

MELANIE TIMBRELL  |  TUESDAY, 10 APR 2012
Boston-based fund manager GMO has shut down its Australian equities strategy. Despite confirming the closure, the fund manager is giving no further comment at this stage on the rationale behind the decision. Rainmaker research puts funds under management ...

Report questions infra investment

MELANIE TIMBRELL  |  TUESDAY, 10 APR 2012
A study debunking the theory of infrastructure underinvestment in NSW has highlighted the gap between inefficiencies in public sector funding and private sector finance levels. An audit report commissioned by the Premier Barry O'Farrell found NSW infrastructure ...

Can't lose

BENJAMIN ONG  |  TUESDAY, 10 APR 2012
... one of those prime ministers as support for the current one - PM Noda (the 6th in five years) -- declined because of his plan to double the consumption tax from the current 5% to 10% by 2015. There was bad news out of China. CPI inflation accelerated ...

Sustainability more than greenwash: Mercer

MELANIE TIMBRELL  |  THURSDAY, 5 APR 2012
Investors need to think beyond simple environmental factors to the opportunities sustainability drivers and risks present. That's the message from Jane Ambachtsheer, Mercer's global head of responsible investment. "Focusing on ESG factors in managing ...

CFP adviser offers ASIC EU

ELISE BURGESS  |  THURSDAY, 5 APR 2012
... accepted an EU from CFPL requiring them to conduct a comprehensive review of their risk management framework and develop a plan to address any deficiencies in that framework.

Future First joins Paragem

ELISE BURGESS  |  THURSDAY, 5 APR 2012
Victorian financial planning practice, Future First, is the thirteenth firm to join independently owned Paragem AFSL, leaving AMP-aligned Hillross Financial Services. With the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. ...

Australian Unity takes majority stake in Certainty Financial

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
Corporate advisory firm Certainty Financial has entered a joint venture with Australian Unity Personal Financial Services, which has taken a majority interest in the practice. Steve Davis, Australian Unity Personal Financial Services general manager ...