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Showing 11371 - 11380 of 18276 results for "Plan"

Tower upgrades quoting systems

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... As a result, the new features give advisers the ability to enter data directly into fields during the quote process with 'plan pop up forms' removed. Additionally, reponses can now be amended post-underwriting assessment while trade income protection ...

Earnings, debt ceiling and debt

BENJAMIN ONG  |  WEDNESDAY, 20 JUL 2011
... on its debt ceiling. Here's Bloomberg's take: "US stocks extended gains as Obama embraced a $US3.7 trillion debt-cutting plan by a bipartisan group of senators that would combine tax increases and spending cuts, saying it could end a congressional deadlock ...

ASX carbon tax ready and willing

ELISE BURGESS  |  TUESDAY, 19 JUL 2011
The strong outlook for carbon derivatives has placed the Australian Securities Exchange in prime position post-carbon tax, according to head of equities strategy, Morningstar. Ross Bird, head of equities strategy, Morningstar, said in his special report ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

JB Global submits to independent review

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Investment services firm JB Global will submit to an independent review of 100 personal advice files after the Australian Securities and Investment Commission imposed new licence conditions on the company. JB Global will also offer remediation to any ...

Institutional appetite for RMBS behind lender acquisition

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
ASX listed Firstfolio has agreed to acquire non-bank mortgage lender Calibre Financial Services amid plans to tap the growing demand from institutional investors to take part in residential mortgage backed securities (RMBS) issues. Firstfolio, a mortgage ...

Yellow Brick Road seals deal with Nine

ALISON BEVEGE  |  MONDAY, 18 JUL 2011
Wealth management firm Yellow Brick Road will be promoted on television by the Nine Network at discounted rates after the media group formalised its purchase of 19.9% of the company today. Yellow Brick Road today announced it had entering into formal ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
Self managed super fund administration provider Class Super is using cloud computing to offer automated actuarial certificate data transfers for SMSF clients. Class Super, developed by Class Financial Systems, said it will provide real time access to ...

Industry brawl erupts over super network ads

ALISON BEVEGE  |  FRIDAY, 15 JUL 2011
Financial service industry feuds erupted again today as the Financial Planning Association fired a shot across the bow of the Industry Super Network over an advertising campaign that it believes harms financial planners. The print advertisements allege ...