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Showing 11551 - 11560 of 18276 results for "Plan"

Leveraged ETF risk laid bare

ALISON BEVEGE  |  MONDAY, 16 MAY 2011
Morningstar's co-head of fund research Tim Murphy caused a stir at the research firm's investment conference when he showed the risks of US-style synthetic ETFs at a panel session in Sydney on Friday. Tom Keenan of iShares Australia and Graham Smith ...

Alpha puts its money where its mouth is

RACHEL DAVIS  |  MONDAY, 16 MAY 2011
Alpha Structured Investments (Alpha) is tackling the big issues - how advisers can address client investment concerns and find the products that will re-ignite their desire to invest. Alpha is holding a half-day seminar, '2011 Tax Effective Investing ...

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
Financial planners are unprepared for a superannuation system that is rapidly changing with the biggest problems not of their making, Jeremy Cooper said today. Cooper, the former head of the Superannuation System Review, told a packed ballroom of industry ...

AUI to draw planners with new property ratings

RACHEL DAVIS  |  FRIDAY, 13 MAY 2011
Australian Unity Investments (AUI) plans to use recent positive research ratings on its Diversified Property Fund to attract financial planners and retail investors to its $40 million rights issue, due to close on June 30. The Diversified Property Fund ...

Market Wrap

AAP  |  FRIDAY, 13 MAY 2011
The Australian market has recovered slightly in opening trade on Friday, following a recovery on Wall Street in both commodities and equities. The benchmark S&P/ASX200 index was up 4.5 points, or 0.1 per cent, at 4,700.8 points, while the broader All ...

Equity and commodity alignment

BENJAMIN ONG  |  FRIDAY, 13 MAY 2011
"I will follow you Follow you wherever you may go..." -Ricky Nelson Why oh why does Wall Street continue to insist that rising commodity prices - particularly that of crude oil - is good for its health? Perhaps it's because today's Friday the 13th. ...

Industry funds primed for more planning deals

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
Industry funds are expected to follow AustralianSuper's lead in forming closer alliances with financial planners, as they look to provide advice to more members. News that the $37 billion AustralianSuper will partner with six financial planning groups ...

Advisers launch FOFA attack

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Now the Budget is over financial adviser groups have come out swinging over the Future of Financial Advice (FOFA) reforms, rallying members to pressure the Government to scrap their most hated measures. The two key points adviser groups want scrapped ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Three financial advisers and a financial services firm are facing work bans and prosecution after separate ASIC investigations. A former financial adviser who fraudulently withdrew $600,000 from his clients' accounts has pleaded guilty in court to six ...

UniSuper to shed mandates

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Higher education superannuation fund UniSuper has topped the league tables for holding the most mandates in 2010 according to Rainmaker's latest Mandate Chaser report. But that is a bad thing, said John Pearce, chief investment officer of UniSuper ...