Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11331 - 11340 of 18276 results for "Plan"

DKN suffers drop in platform flows

MATT WOODINGTON  |  MONDAY, 1 AUG 2011
DKN Financial Group will announce an 8% annual rise in funds under advice but a 40% drop in platform inflows and an overall company loss of $14 million for the year to June 2011. The loss is due to a $21 million write down of goodwill, in order to reflect ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
Six state winners have been announced in the Association of Financial Advisers (AFA) Excellence in Education Awards, with the national winner to be announced in October. The award, sponsored by Asteron, applauds independent financial advisers who continue ...

Planners unprepared for second stage clients

ELISE BURGESS  |  MONDAY, 1 AUG 2011
Equity Trustees is preparing to acquire two niche aged care planning practices to target a new emerging class of clients, something it said the planning industry is not ready for. Equity Trustees (EQT) is in negotiations with planning practice, Paragon ...

Market Wrap - Morning

AAP  |  MONDAY, 1 AUG 2011
... to avert a default by the world's richest country. Adding to downward pressure was news from Washington that a vote on a plan drawn up by Republican leaders had to be abandoned as they failed to convince hardline members of their own party. With the ...

Market Wrap - Midday

AAP  |  FRIDAY, 29 JUL 2011
... 2 deadline, when the US Treasury says it will run out of funds, lawmakers in Washington remain short of a compromise debt plan. US stocks ended mixed in overnight trade, as nervous markets awaited a resolution to the debt-limit standoff. Austock Securities ...

Insurers want wireless relationship

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
Life and general insurers plan to enter the wireless space and build smartphone applications to build interactive relationships with consumers, new research shows. The report by Telstra, Mobile Innovation - The Next Frontier for Growth and Productivity ...

ASIC looks to reshape retail advice

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
Client preference for scalable advice rather than a holistic approach has lead the Australian Securities and Investments Commission to propose a replacement regulatory guide. ASIC proposes that its Regulatory Guide 200 (RG 200) be replaced with a new ...

Market Wrap - Morning

AAP  |  FRIDAY, 29 JUL 2011
The Australian stock market is expected to open lower today, after US markets fell for the fifth straight day while the US searches for a solution to its debt crisis. At 0649 AEST on the ASX 24, the September share price index futures contract was nine ...

Adviser fee structures hit the spotlight

ALISON BEVEGE  |  THURSDAY, 28 JUL 2011
... If you deliver the price too soon the client will make a decision based on cost. An adviser once lost a client on a $3000 plan to one with a $6000 plan as they thought it would be better quality, he said. "People value things differently," he said. If ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
Lack of compliance understanding and industry-wide consensus is hindering advisers from using managed discretionary accounts to their full potential, but new reforms may soon push them into the spotlight, said Institute of Managed Accounts Providers. ...