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Showing 11491 - 11500 of 18276 results for "Plan"

Shorten responds to bias accusations

ELISE BURGESS  |  FRIDAY, 3 JUN 2011
Assistant Treasurer Bill Shorten has refuted claims made by planner association critics that have suggested his FOFA reforms are an industry funds puppet, with a spokesman labelling the claims as "a bit rich". Yesterday the Association of Financial ...

Plum has members in its sights with new appointment

RACHEL DAVIS  |  FRIDAY, 3 JUN 2011
Tony Stewart has been appointed Head of Member Services for Plum and the MLC Group's Corporate and Institutional Wealth division. The announcement follows a number of recent appointments in Plum's Education team who will focus on working with clients ...

Grant Samuel signs US fixed income partner

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Grant Samuel Funds Management has signed a new distribution agreement with US fixed income specialist Payden & Rygel to deliver emerging market debt and absolute return products in Australia. Grant Samuel selected Payden & Rygel for its ability to provide ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...

Proposed tough planner rules

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
Financial planners could face a tougher regulator, if changes to ASIC's powers go ahead. Currently under review by the Treasury, proposals include strengthened authority to ban advisers. The reforms in question propose that harsher penalties should ...

AMP targets lost super to attract members

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
AMP is targeting super consolidation to rein in $1.1 billion of lost super fees while building bridges between AMP planners and super. AMP have introduced a new free customer service designed to help AMP superannuation customers consolidate their super ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
Opponents of elements of the Future of Financial Advice have come in for a drubbing from key figures in the financial services industry in the wake of intense lobbying of the independents by financial planners. Financial advisers were instructed by ...

Vision Super remains hopeful on Equip merger

MATT WOODINGTON  |  WEDNESDAY, 1 JUN 2011
... are in a defined benefit fund that has already come under pressure as members retire. "The assets of the Defined Benefit Plan represent a third of total assets-approximately $1.6 billion out of over $4.7 billion of Vision Super's total assets," said ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

Rejoice for May has gone away

BENJAMIN ONG  |  WEDNESDAY, 1 JUN 2011
A funny thing happened on the way to the financial markets last night. There were no significant changes to the landscape - but one could sense the smile on investors' faces if one cared to look. It's risk on one more time Virginia. Wall Street's up ...