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Showing 11031 - 11040 of 18276 results for "Plan"

Market Wrap - Midday

AAP  |  MONDAY, 14 NOV 2011
Australian stocks gained as changes of leadership in Italy and Greece stoked optimism that Europe's debt crisis would be addressed. At 1200 AEDT, the benchmark S&P/ASX200 index was up 30 points, or 0.7 per cent, at 4,326.5, while the broader All Ordinaries ...

Second best month of the year

BENJAMIN ONG  |  MONDAY, 14 NOV 2011
Will yuletide 2011 be another season to be jolly? Yes 'tis the season to be jolly - fa la la la la la la - if you believe the Stock Trader's Almanac, that is. "According to app.com, "Seasonality, at least according to history, is about to swing to stocks' ...

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
Snowball has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately ...

Regulators chase social media

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
The global investment world's use of social media has outpaced the regulators with a new research paper detailing the current state of this market and the required actions from advisers, dealer groups and investment managers to successfully navigate ...

One-third advisers switch insurance providers: survey

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
... prolific." The survey found 34% of planners had stopped using at least one insurer over the last 12 months with 23% admitting they plan to look for new or additional insurance providers in the next 12 months. Reasons given for leaving an insurer were ...

Instreet launches risk service for advisers

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
A new risk management service is being trialled with advisers that provides risk assessments for direct share and ETF portfolios, according to investment house and service developer, Instreet Investment. The portfolio stress test and risk management ...

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... Bob Backer who will advise clients in the defence and public sector about retirement planning and super. Four advisers from Plan B Wealth Management have moved across to the Macquarie Private Wealth Perth office, namely Michael Harwood, Michael Moursellas ...

European DC Pension market to hit A$3.7tr by 2015

ALEX DUNNIN  |  THURSDAY, 10 NOV 2011
... managers must expand their thinking about product design and distribution. Central to the discussion of pension provision is plan design, both in the accumulation and decumulation stages. Fund managers have been working on improving the default fund ...

Aberdeen focuses on evolving market

ELISE BURGESS  |  WEDNESDAY, 9 NOV 2011
Stuart James, senior investment specialist at Aberdeen Asset Management, has been promoted to new role as deputy head of distribution with plans for a possible expansion of Aberdeen products to the retirement market. Already in the new role, James is ...

AMP lands first $30m mandate in new fund

ELISE BURGESS  |  WEDNESDAY, 9 NOV 2011
... has scored its first institutional mandate, investing $30 million for Western Australian Local Government Superannuation Plan, while a retail fund may also be on the cards. The fund offers a flexible allocation between growth and defensive asset classes ...