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Showing 10851 - 10860 of 18276 results for "Plan"

Rainmaker appoints new head of technical services

RACHEL DAVIS  |  TUESDAY, 14 FEB 2012
Rainmaker Group has appointed industry veteran, James Proctor, to the newly created role of head of technical services. With over 19 years experience in the financial services industry as a technical taxation, superannuation and social security expert ...

Margin lending suffers from adviser misconception

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
Investment Trends December 2011 Margin Lending Financial Planner Report has revealed 83% of respondents named market conditions as the biggest barrier to margin lending among financial planners. Volatility levels attracted 49% of the vote with higher ...

AXA FP advisers begin transition away from brand

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... the same people," Waddell said. FAN tem members will be meeting with practice principals shortly to discuss the migration plan, including details of logistical and financial support. The transition will take place between April and September 2012. The ...

Market Wrap - Morning

AAP  |  TUESDAY, 14 FEB 2012
... higher taxes on the wealthy. WASHINGTON - US President Barack Obama has unveiled a $US3.8 trillion ($A3.57 trillion) spending plan for 2013 that seeks to achieve $US4 trillion in deficit reduction over the next decade but does little to restrain growth ...

BetaShares ETFs receive A rating

CLAIRE MCGREAL  |  MONDAY, 13 FEB 2012
... deliver innovative products including currencies, A$ hedged commodities and equity sector ETFs previously unavailable and plan to continue delivering products which expand the menu of options available for Australian investors."

Countplus subsidiary readies for acquisition

ELISE BURGESS  |  MONDAY, 13 FEB 2012
Countplus Limited subsidiary, Kidmans PEC, is set to acquire property and accounting group Pacific East Coast with an initial purchase consideration of $3.28 million. Entering into a share sale and purchase agreement (SSPA), Kidman will acquire all ...

Bankruptcy could be bliss

BENJAMIN ONG  |  MONDAY, 13 FEB 2012
... spice. It's still not good enough! "The Greek offer is not sufficient and they have to go away to come up with a revised plan," said the German Finance Ministry. It must be put into L-A-W. The Parliament is holding its vote as we speak. "... no disbursement ...

Astarra auditor banned for three years

ELISE BURGESS  |  FRIDAY, 10 FEB 2012
Astarra Strategic Fund auditor, Timothy Frazer, is prevented from auditing companies for three years, after ASIC accepted an enforceable undertaking that he would not act as a registered company auditor during that time. The Australian Securities and ...

New Portfolio Administration Service Launches

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
privateWRAP, a new portfolio administration service for advisers and investors has been launched. privateWRAP Portfolio Administration Service has been designed to streamline back office administration of client portfolios for financial planners, accountants ...

Best interest to put focus on risk: Instreet

CLAIRE MCGREAL  |  FRIDAY, 10 FEB 2012
The contentious best interest clause in the FOFA legislation will place more of an onus on advisers to prove they are experts on the products they recommend to clients. That's according to asset management firm Instreet Investment, which has developed ...