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Showing 11511 - 11520 of 18276 results for "Plan"

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
Snowball Group and Shadforth Financial Group are driving the consolidation agenda with their merger which came about largely thanks to the matchmaking skills of financial planning industry stalwart John Godfrey. The two non-aligned financial advice ...

Oakeshott won't back FOFA

ALEX DUNNIN  |  THURSDAY, 26 MAY 2011
Independent and Lower House balance MP Rob Oakeshott has told reporters that he won't back the FOFA opt-in reforms; raising doubts whether the whole advice reform package will make it past its first parliamentary hurdle. Oakeshott wavering on the FOFA ...

Perpetual chief ushers in new era

ELISE BURGESS  |  THURSDAY, 26 MAY 2011
New executives, flexible cost base, greater discipline and over 100 staff cuts make up the first of three initiatives planned by Perpetual as it fights to rebuild its focus and performance. Just one day after news that its star fund manager and head ...

Market Wrap - Morning

AAP  |  THURSDAY, 26 MAY 2011
The Australian market is expected to open higher on Thursday after Wall Street ended a three-day losing streak to close moderately higher. Oil and metals rose in overnight trade, too. On the ASX 24 at 0700 AEST, the June share price index futures contract ...

Thirst for financial literacy on view

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
More than 250,000 people have gone to the Government's MoneySmart financial literacy website since it was launched in March, showing a strong appetite among consumers for more information about their money, the Federal Government said today. It features ...

Advisers hampered by conflicted platforms

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
Advisers signed up on big institutional platforms are compromising their first duty to their client, independent advisers have said. Out of 26 leading master trust and wrap platforms studied by research firm Investment Trends for its 2010 Investment ...

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
A new training centre for self-managed super fund trustees and financial advisers was launched yesterday, providing a much-needed resource for the burgeoning SMSF industry. The SMSF Academy is an online community and resource dedicated to helping those ...

New judge for AFA Adviser of the Year award

ELISE BURGESS  |  WEDNESDAY, 25 MAY 2011
Director of research at Beaton Research and Consulting, Dr Rebecca Shiels, has joined the judging panel for the ninth Association of Financial Advisers (AFA) Adviser of the Year Award In her current role, Dr Sheils responsibilities include business-to-business ...

Diversified pension policy is best: OECD

ALEX DUNNIN  |  WEDNESDAY, 25 MAY 2011
National pension policy is a balancing act between adequacy and sustainability, a balancing act that G20 countries are finding increasingly difficult to maintain, reveals a major OECD report. Restoring this balance is forcing countries to adopt policies ...

Alpha aims to lure planners with flexi gearing

MATT WOODINGTON  |  TUESDAY, 24 MAY 2011
Alpha Structured Investments has teamed up with French bank Societe Generale (SG) to create a new flexible gearing product, due to be launched to the Australian market later this month. Financial advisers were invited to a soft launch of the Alpha Super ...