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Showing 11501 - 11510 of 18276 results for "Plan"

MLC hands planners client engagement tool

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
MLC has launched a new tool for financial advisers, helping them increase engagement among their existing client base. My Client Leads is designed to identify the potential needs of clients and flag up when they may be in need of advice. According to ...

Russell adds to industry funds consultancy

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
Russell Investments plans to help industry and government funds retain members with the appointment of a new director and the launch of an additional consulting service. Michael Clarke joins Russell as managing director, industry and government funds ...

Market Wrap - Midday

AAP  |  TUESDAY, 31 MAY 2011
The Australian share market was nearly one per cent higher at noon on weak volumes, with gains across the materials and finance sector. At 1205 AEST, the benchmark S&P/ASX200 index was up 41.8 points, or 0.9 per cent, at 4,709.3 points, while the broader ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
Technology services firm GBST has launched new software it says will simplify client relationship management for the Australian broking industry. GBST FrontOffice allows brokers to view all client information including portfolio value, cash balance ...

Boutique incubator targets Asian wealth

MATT WOODINGTON  |  MONDAY, 30 MAY 2011
Investment boutique incubator Ascalon Capital Managers is looking to tap into the $1.3 trillion offshore pool of high alpha investors by launching in Asia. Ascalon will establish distribution hubs in Hong Kong and Singapore for its existing boutiques ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
BT Financial Group has appointed its new head of practice management with plans to expand its key planner services. Wes Hall will lead of team of 104 that will conduct reviews and consider products, quality and compliance across all BT brands with regulatory ...

Planners commission ban skips property

ELISE BURGESS  |  MONDAY, 30 MAY 2011
Financial planners won't lose out on all commissions after Assistant Treasurer Bill Shorten confirmed the ban on commissions will not cover property investments, pushing opportunities for planners in the self-managed super fund (SMSF) space. Property ...

Signature scam adviser banned for life: ASIC

ALISON BEVEGE  |  FRIDAY, 27 MAY 2011
A financial adviser who allegedly used a scanned copy of his 72-year-old client's signature to misappropriate $1.5 million in shares is facing a life ban from ASIC and court action. Todd Michael King, of Perth, WA, allegedly used a scanned signature ...

Tower, Praemium tackle new frontier

ELISE BURGESS  |  FRIDAY, 27 MAY 2011
Life insurer, Tower Australia, has taken a first step after the proposed FOFA banning of commissions on risk products. The insurance giant has joined with online financial portfolio administrator, Praemium which will give Tower access to its 200 planner ...

Telstra Super slash fees

ELISE BURGESS  |  FRIDAY, 27 MAY 2011
Telstra Super to cut retail member fees by two-thirds in the new financial year as the fund continues its campaign to broaden member benefits. Starting from July 1 this year, Telstra Super Personal Plus members administration fees will be cut from 0.6 ...