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Showing 11201 - 11210 of 18276 results for "Plan"

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
Single issue Statements of Advice should not be consuming so much time for financial planners and dealer groups, according to an advisory technology expert. A key thought-shift in technology allows advisers to create all the information needed in the ...

Future2 cyclists cross the finish line

RACHEL DAVIS  |  FRIDAY, 16 SEP 2011
Future2 trustees and fellow cyclists will arrive in Sydney's Martin Place this afternoon, where the Lord Mayor Clover Moore will welcome them. After 1158 km, 9274 metres of climbing and over 39 hours on their bicycles, Future2 trustees Ray Griffin and ...

Inactive clients trouble planning industry

ELISE BURGESS  |  FRIDAY, 16 SEP 2011
Financial planning firms can have up to five times as many inactive clients as active ones, although the unexpected impact of opt-in may change that, according to new research assessing firms currently for sale in the market. Radar Results looked at ...

Gender diversity falls under hiring pressure

ELISE BURGESS  |  FRIDAY, 16 SEP 2011
Hiring pressures are impacting heavily on gender diversity as financial firms focus more on filling a position quickly, rather than on reaching an equal gender balance, according to a recent roundtable in Sydney. HR managers have reported pressure from ...

Market Wrap - Morning

AAP  |  FRIDAY, 16 SEP 2011
... palladium was up 0.9 per cent at $US721.88 an ounce. BASE METALS Copper closed higher, lifted by bullish hopes a funding plan to help European banks would restore confidence in the global economy and boost spending on industrial commodities. Gains spanned ...

New property fund built for average earners

MATT WOODINGTON  |  THURSDAY, 15 SEP 2011
... aims to provide low risk exposure to property investments for people with average super fund balances. The TIC Retirement Plan was established by the Investors Club as a public offer super fund targeting long term growth through the property fund. The ...

Rice Warner clarifies $11 estimate

ELISE BURGESS  |  THURSDAY, 15 SEP 2011
Rice Warner has moved to clear industry confusion by clarifying the analysis process used to estimate the $11 price tag on opt-in, in a submission to Minister Financial Services and Superannuation, Bill Shorten. In a letter submitted today, Rice Warner ...

Asian counterweight

BENJAMIN ONG  |  THURSDAY, 15 SEP 2011
It's still the word - Greece, that is. "In the face of the extensive rumbas of the last few days, it was stressed by all that Greece is an integral part of the Eurozone." This was Greek government spokesman Elias Mossialos' announcement to the world ...

SMSFs given leeway on property assets

MATT WOODINGTON  |  WEDNESDAY, 14 SEP 2011
... the Self Managed Super Fund Professionals Association (SPAA), which, it said, would allow investors and their advisers to plan with more confidence. "The single acquirable asset rules and the severe restrictions on asset improvements introduced last ...

Beulah seizes post-FOFA opportunity

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
Boutique asset management firm, Beulah Capital, has identified post reform advantages and launched its Takeover Target Managed Account to capitalise on takeovers, mergers and acquisitions by companies across a range of industries. Christian Ryan, director ...