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Showing 91 - 100 of 111 results for "Plan B"

Plan B bears market pain

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2008
Boutique wealth manager Plan B's full year results were not as stellar as the numbers in the half year although the company still managed to meet its earnings target and dish out higher-than-planned dividends for shareholders. Six months ago, Plan B ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
IOOF group has developed a service to help financial planners build a relationship with GenX and GenYers through their baby boomer parents. The Multi Generational Module will be available in the coming months and allows planners to develop an estate ...

Lifeplan appoints new solutions manager

RUTH LIEW  |  FRIDAY, 22 FEB 2008
Specialist investment firm Lifeplan Funds Management has appointed Alison Massey to the debut role of national adviser solutions manager. The new position was created as a result of investor demand of Lifeplan's specialised products. Massey was previously ...

Market Wrap - Morning

AAP  |  FRIDAY, 14 DEC 2007
The Australian stock market is expected to open lower today after US stocks fell on scepticism about a plan by global central banks to revitalise credit markets. Metals in London were lower overnight. At 0809 AEDT, on the Sydney Futures Exchange, the ...

Kaplan adapts Finsia teaching model

WWW.THESHEET.COM  |  MONDAY, 10 SEP 2007
US education company Kaplan has just taken over the teaching division of Finsia and while making a commitment to maintain the group's curriculum and teaching style, changes are also in the wings. Kaplan Australia chief executive Warren Jacobson said ...

Certainty hires former PlanTech exec

MICHAEL HOBBS  |  WEDNESDAY, 5 SEP 2007
Corporate advisory firm, Certainty Financial, has appointed Mark Young to director of operations effective next month. Young has 12 years of experience in Australian and international financial services and fund management markets. "The appointment ...

Plan B gets growing in New Zealand

HAMISH MADDEN  |  THURSDAY, 26 JUL 2007
Recently listed Plan B Holdings has shifted its expansion plans into gear with the announcement of an alliance between its subsidiary Partnership Financial Services and New Zealand-based Polson Higgs Business Advisors. Polson Higgs will provide advice ...

Plan B up 40 pct on debut

Portfolio administration to funds management group Plan B Group Holdings closed its first day on the stockmarket at $1.40, a hefty 40 per cent premium over its listing price. Among those who benefited from the strong trading were the more than 50 per ...

Market wrap - morning

AAP  |  THURSDAY, 12 JUL 2007
... data for June and the The Melbourne Institute index of consumer inflation expectations is due. Wealth management group Plan B lists on the Australian stock exchange. Tumbling US stocks, profit-taking and lower metal prices combined to send the Australian ...

InvestorWeb research for sale?

It is understood that the sale document for InvestorWeb, the managed funds research arm of IWL, is circulating in the market two months after IWL divested its financial software business VisiPlan. As reported previously by Financial Standard, InvestorWeb ...