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Showing 10811 - 10820 of 18276 results for "Plan"

Lowenhaupt Global Advisors names executive director

RACHEL DAVIS  |  FRIDAY, 2 MAR 2012
Family office, Lowenhaupt Global Advisors Australia, has appointed Juliet Dunworth as executive director. Prior to joining Lowenhaupt Global Advisors Australia (LGAA), Dunworth had senior executive roles with Credit Suisse Private Bank, Pengana Capital ...

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
The date is set for FOFA to start on July 1 this year with the Parliamentary Joint Committee releasing its report, complete with 15 new recommendations. In its 220-page report, the Parliamentary Joint Committee (PJC) noted that despite industry calls ...

FOFA discontent rumbles on after PJC findings

CLAIRE MCGREAL  |  THURSDAY, 1 MAR 2012
Opt-in, annual fee disclosure and best interest remain the sticking points for industry bodies following yesterday's release of the Parliamentary Joint Committee report on FOFA. The 220 page report, which took into account over 70 submissions from concerned ...

MLC MasterKey Business Super wins mandates

MELANIE TIMBRELL  |  THURSDAY, 1 MAR 2012
... plans to MLC MasterKey with the aid of transition managers. The MLC MasterKey Business Super covers investment management, plan administration, insurance and member services including financial education, online support and the MLC Member Rewards Program. ...

Australian Ethical builds adviser products

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
Australian Ethical is to expand its adviser reach with the planned launched of wholesale products. Announced yesterday in the group's results, Australian Ethical said its will launch a wholesale unit class for its Smaller Companies Trust, Larger Companies ...

Netwealth owned Paragem rebrands as Pathway

RACHEL DAVIS  |  THURSDAY, 1 MAR 2012
Paragem's Dealer Services will change its name to Pathway Licensee Services from March 2012, as the business integrates into the netwealth Group. Paragem Dealer Services was acquired by the netwealth Group in November 2011 but Ian Knox and Charlie Haynes ...

Social media an important tool for advisers

CLAIRE MCGREAL  |  WEDNESDAY, 29 FEB 2012
Success in social media is all about showing up, getting involved and adding value. That's according to Trevor Young, social media expert and strategy and innovation director at Edelman Australia, who spoke to advisers at a recent Zurich event in Sydney. ...

Smackdown

BENJAMIN ONG  |  WEDNESDAY, 29 FEB 2012
Hey, hey, something doesn't look quite right here. The Dow's reclaimed 13K and most equity markets in Europe ended on the up and up while we were sleeping. They shouldn't be doing that. Haven't they heard that Standard & Poor's just downgraded Greek ...

AIA Australia premiums rise 21%

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
... total assets of US$115 billion. AIA Australia said it now holds the largest market share for group insurance, according to Plan for Life figures, with $830 million in-force and 24.3% market share. Peter Crewe, AIA Australia's chief executive, said the ...

JP Morgan offers mobile access

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
JP Morgan Treasury Services launched its ACCESS Mobile banking platform today which allows cash management by Australian and New Zealand corporate and institutional investors through their smartphones and tablets. Investors will be able to view balance ...