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Showing 10731 - 10740 of 18276 results for "Plan"

WealthSure selects OneVue UMA platform

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
WealthSure has become the latest dealer group to sign-up to OneVue's unified managed account platform. Darren Pawski, group chief executive of WealthSure named platform capabilities as the primary reason for selection, given plans to introduce protected ...

Social media strategy works: FPA

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
Social media use by the financial planning community is a simple, smart way for advisers to stay on top of new regulatory developments, exchange ideas and benefit their own practices according to the FPA. Latest figures released by the Financial Planning ...

Practices valued at doubled RR: survey

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ...

ECT assessments spike on government cap decision

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
The number of Excess Contributions Tax notices issued in the 2009-10 financial year has spiked by almost 296%, according the latest statistical update from the ATO. The sharp incline from 15, 315 assessments issued in 2008-09 to 45,330 in 2009-10 is ...

ClearView moves on IFA market

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
Dealer group ClearView has reported the acquisition of three new IFA practices in addition to seven new APLs in an update to the market. The three IFA practices that have joined ClearView are TSG Financial Solutions, East Coast Consultants and Knightcorp ...

Towers Watson leverages Deloitte talent for exec pay unit

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
Towers Watson has established a locally based compensation business to consult to Australian companies on executive pay, leveraging talent from Deloitte's decision to exit the space. Former Deloitte partner Jonathan Finlay will head the team of seven ...

Platform FUM plummets by $16.5bn

ELISE BURGESS  |  MONDAY, 2 APR 2012
... 2011, under pressure from volatile markets. The overall Masterfund market now sits at $411.3bn according to new data from Plan For Life, which was broken down into wraps, platforms and master trusts categories for the research. "Uncertain, volatile and ...

Market Wrap

AAP  |  FRIDAY, 30 MAR 2012
... had declined 0.62 per cent. Making news on Friday, Wesfarmers-owned hardware chain Bunnings said its $1.5 billion expansion plan would create 6,000 jobs over the next three years. Wesfarmers was up nine cents at $29.82. Virgin Australia said its proposed ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Only two-thirds of pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners. The Investment Trends December 2011 Retirement Planner Report surveyed 1,027 financial planners in December ...

Advisers told to rethink growth asset allocations

MELANIE TIMBRELL  |  THURSDAY, 29 MAR 2012
Advisers should rethink growth asset allocations and prepare to protect portfolios against fiscal constraints, delegates heard at an industry event. These were two key messages from global investment manager PIMCO, delivered at yesterday's Adviser's ...