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Showing 11251 - 11260 of 18276 results for "Plan"

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
Members of the Financial Planners Association will today have access to the, yet to be released, TV advertising campaign so they can see it before it goes live on September 18. The package, produced by advertising agency Banjo, compares financial planners ...

MyState builds momentum with Rock merger

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
Tasmania's biggest financial services firm MyState has agreed to a merger with Queensland based The Rock Building Society to form a combined business with $1.68 billion in funds under management and advice. MyState, which consists of MyState Financial ...

Fiducian plans further client portfolio buys

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
Fiducian Portfolio Services hopes to add to the $1 million it spent on acquiring client portfolios in the last year, after announcing a 7.8% rise in after tax profit for the financial year ended June 30 2011. Its $4.43 million net consolidated profit ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
BT, a major platform provider for Count Financial, today said it is confident its product business will stand on its merits and will not be harmed even though a key rival is buying its major client. Count Financial runs $6.2 billion across its preferred ...

PM Gillard: super to support economic stability

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
Prime Minister Julia Gillard spoke of the importance of Australia's super industry as an "anchor" for the economy and the changes ahead in an address to over 600 wealth management professionals in Sydney this morning. In a 30-minute speech discussing ...

Mercer super members seek help in volatility

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... and objectives." Mercer's own Retirement Income Simulator has also risen in popularity with 61% of respondents saying they plan to take action regarding their superannuation in the next 12 months, including making additional salary sacrifice contributions ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
Financial advisory group Snowball has reported a 3% rise in profit to $26.9 million in its first combined results announcement following the completion of its merger with Shadforth. The two non-aligned groups formed a combined wealth management business ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
The Commonwealth Bank has announced a $373 million takeover bid for financial planning group Count Financial, which went into a surprise trading halt this morning before the news. Count Financial share volumes surged yesterday on the Australian Securities ...

Qantas Super CEO Torney resigns

ELISE BURGESS  |  TUESDAY, 30 AUG 2011
... while continuing with his role. Spence said he would not apply permanently for the role, as he will maintain his focus on the plan's investments. "Janet has made a significant contribution to QSL and the Plan, driving enhanced member services, overseeing ...

Rice Warner: opt-in cost applies to advisers in regular contact

MATT WOODINGTON  |  TUESDAY, 30 AUG 2011
The $11 per client cost of opt-in is based on the assumption that advisers are already in contact with clients at least once every two years, according to Rice Warner who made the calculation. The government yesterday said that the $11 per client includes ...