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Showing 11451 - 11460 of 18276 results for "Plan"

Market Wrap - Morning

AAP  |  TUESDAY, 21 JUN 2011
The Australian stock market has received a mostly positive lead from offshore trading, after Wall Street closed higher and gold, silver and oil prices settled firmer. But copper and prices finished lower. At 0800 AEST, the September share price index ...

Count says advisers worried about IOOF offer

ALISON BEVEGE  |  MONDAY, 20 JUN 2011
Independent financial advisers may have an issue with institutional ownership under the proposed IOOF takeover of DKN Financial Group, a major shareholder of the takeover target said today. Count Financial chief executive Andrew Gale said regulatory ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

Macq expands retail sectors with new appt

ELISE BURGESS  |  MONDAY, 20 JUN 2011
Macquarie Banking and Financial Services Group has taken its next step in expansion plans to build out its retail operations and market share in advised and business banking sectors, with a new head of group marketing appointed. The organisation said ...

Policy war erupts over super clearing

ALEX DUNNIN  |  MONDAY, 20 JUN 2011
... white elephant that is used by only one per cent of employers. But the Government immediately countered that the Coalition's plan to have the ATO itself process the payments would cost four times as much for about $64 million per year. "Over 99 per cent ...

MLC deals first blow in planning recruitment drive

MATT WOODINGTON  |  FRIDAY, 17 JUN 2011
MLC said that it hopes to add "many more" financial advisers to its ranks after Haywood Financial Management & Partners agreed to join one of its dealer groups after quitting AXA. Melbourne-based Haywood Financial, which is run by director Scott Hayward ...

NAB sued over financial advice

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
The National Australia Bank is being sued after a financial planner allegedly told a couple to invest more than half of their portfolio in two European property trusts, losing them more than a million dollars. In 2007, Victorian cattle farmers Malcolm ...

WA planning firm wins business award

ELISE BURGESS  |  FRIDAY, 17 JUN 2011
... management but that also employ a social conscience both for clients and the community. Addwealth presented its business plan and operational processes to a panel of independent judges to qualify for the award. The judges said the planning firm had demonstrated ...

Guardian join AFA

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
Suncorp-owned dealer group Guardian Financial Planning has joined the Association of Financial Advisers (AFA) Licensee Partnership Program, adding to its 7,000 adviser base. Guardian has around 150 authorised representatives with more than 130,000 clients ...

Zenith adds senior investment analyst

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
Zenith Investment Partners adds former Future Fund equities head to its fold as part of its new appointments as the group plans further expansion. Bronwen Moncrieff has joined Zenith as senior investment analyst within the asset class research team ...