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Showing 11681 - 11690 of 18276 results for "Plan"

Smaller banks seeking platform independence

MATT WOODINGTON  |  TUESDAY, 5 APR 2011
Second tier banks are increasingly looking to sever ties with their larger rivals in favour of independent investment platform providers, according to the chief executive of Melbourne based Powerwrap. Tasmania's MyState Financial has signed a deal with ...

AFA prep advisers for FOFA

MICHELLE BALTAZAR  |  TUESDAY, 5 APR 2011
The Association of Financial Advisers (AFA) has prepared a handy member's guide to the Future of Financial Advice (FoFA) reforms, complete with details on AFA's stance on the proposed changes. The FOFA reforms will be tabled in parliament by spring ...

FirstChoice launches nine new options

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
Colonial First State has added nine new options to its FirstChoice platform giving clients access to emerging markets and global agriculture, property and shares. Alan Kenny, general manager product and investment services for Colonial First State said ...

Investors gearing up again

MATT WOODINGTON  |  MONDAY, 4 APR 2011
Financial advisers are increasingly on the lookout for new "stress-free" ways to introduce gearing to investor portfolios, according to Westpac Institutional Bank. The bank is developing a number of new investment strategies to suit the needs of self ...

Mental health an insurance issue

ALISON BEVEGE  |  MONDAY, 4 APR 2011
Less than half of financial planners polled in a recent survey saw clients with a history of mental illness gain access to income protection insurance, AMP said today. Of the 189 financial planners who responded to the AMP Planner Protection Poll, just ...

ASIC new guidance for AFSL

ELISE BURGESS  |  MONDAY, 4 APR 2011
Holders of an Australian Financial Services Licence (AFSL) now face updated guidance including guides on margin lending facilities, simple managed investment schemes and certain superannuation products. Australian Securities and Investments Commission ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
Rigid contribution cap rules with no ability to amend mistakes are causing financial planners to be caught by a new surge of compensation claims, industry leaders have said. Dante de Gori, general manager of policy and government relations for the Financial ...

Market Wrap - Midday

AAP  |  MONDAY, 4 APR 2011
... National improved four cents to $3.46 as it said that about 660 QR National staff had accepted voluntary redundancies under a plan to make the freight company more competitive. Engineering firm Downer EDI dipped two cents to $3.75 as it won a $60 million ...

Market Wrap - Morning

AAP  |  MONDAY, 4 APR 2011
The Australian stock market has received a mostly positive set of leads from offshore, with Wall Street closing higher and oil prices settling firmer. But metals prices ended weaker. At 0733 AEST on the ASX 24, the June share price index futures contract ...

IOOF adds insurance, offers more low-cost options

ELISE BURGESS  |  FRIDAY, 1 APR 2011
IOOF adds retail insurance to its Pursuit platform and launches Premier Investor Choice, a suite of six investment options with lower management fees. IOOF said it has created six low cost options to further diversify its platform offerings to create ...