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Showing 11581 - 11590 of 18276 results for "Plan"

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
Today's breed of managed accounts can give financial advisers the scale they need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director ...

Foreign shocks sparks IT scrutiny

ALISON BEVEGE  |  WEDNESDAY, 4 MAY 2011
Hedge funds and finance industry operators are paying up to 50 per cent more for old legacy disaster recovery management systems, a new technology provider has said. Alphaserve Technologies, a New York-based firm that provides risk management, performance ...

Vow appoints wealth head

MATT WOODINGTON  |  WEDNESDAY, 4 MAY 2011
Mortgage broker Vow Financial has made two appointments to coincide with the launch of its new wealth management business. Justin Dale will lead Vow Wealth Management, a joint venture with financial planning firm The Selector Group, while Leighton King ...

Direct investors dump managed funds

ALEX DUNNIN  |  WEDNESDAY, 4 MAY 2011
Direct share ownership is continuing to rise and it's driving investors out of managed funds, reveals new figures from the latest ASX Share Ownership Survey. The survey found there are 5 million Australians who directly own shares, 2 million more than ...

CFS tilts at emerging market returns

ALISON BEVEGE  |  TUESDAY, 3 MAY 2011
Colonial First State subsidiary Realindex Investments has launched an emerging markets index fund that seeks to remove the drag of weighting distortion with value investing techniques. The fund, which will have fees of 79 basis points per annum and ...

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
Mortgage aggregator Vow Financial is looking to ward off competition from banks by offering financial planning services to retail property investors. Vow Wealth Management has been launched as a joint venture with financial planning firm, The Selector ...

Super funds win merger tax relief

ALISON BEVEGE  |  TUESDAY, 3 MAY 2011
... crossed and the Is are dotted as you want the new fund to have absolute data integrity," she said. "People can slow down a bit, plan more and reduce costs - and they will avoid mistakes." The announcement comes after the Minister attended a top-level ...

Macq Wrap releases new accounts

ELISE BURGESS  |  TUESDAY, 3 MAY 2011
Macquarie Wrap creates accounts structure free of adviser rebates and commissions that offers a new range of investment, superannuation and pension accounts. The Consolidator Series has a flexible pricing structure that Macquarie said would allow advisers ...

Intersuisse adds senior roles to institutional desk

ELISE BURGESS  |  TUESDAY, 3 MAY 2011
Stockbroker Intersuisse has appointed former Macquarie bank and Stonebridge institutional dealers in associate directors roles to lead its own institutional dealing desk. Former Macquarie Bank dealer Will Cleland has moved into one of the associate ...

IOOF raises advice stakes

ELISE BURGESS  |  MONDAY, 2 MAY 2011
IOOF Holdings has acquired a minority stake in NSW planning firm, Patron Financial Advice, as part of its plan to expand its existing distribution network. For an undisclosed sum, IOOF purchased the stake in the planning firm with which IOOF already ...