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Showing 11721 - 11730 of 18276 results for "Plan"

Aussie funds fail transparency test

ALISON BEVEGE  |  WEDNESDAY, 23 MAR 2011
Australia's managed funds are among the world's worst in terms of disclosure, a report has found, with financial advisers caught between client commitments and secretive funds. Managed funds in Australia and New Zealand do not have to publish portfolio ...

Advisers compare insurance on smartphones

ALISON BEVEGE  |  WEDNESDAY, 23 MAR 2011
Financial advisers will be able to compare life insurance from major insurers on their Blackberries, Androids, iPhones or any smartphone after technology provider Omnium widened the capability of its free quoting application. The pioneering firm was ...

Advant Online signs AXA

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
AXA advisers have a new tool to use for their marketing needs after their dealer group struck a deal with Advant Online. To boost support for its advisers, AXA joined the online web portal, allowing advisers to find and access relevant fee-for-service ...

Mason Stevens signs dealer group MAs

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
Managed accounts provider Mason Stevens has signed 12 dealer groups to its services, joining the fray of MA providers that are proving popular among financial advisers. Currently, there is an enormous amount of interest in managed accounts from right ...

Wingate profits from Everest stake

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
Fund manager Wingate Direct Investments has sold its 19.9 per cent investment in Everest Financial Group after receiving an anonymous bid for its stake, gaining 32 per cent on its original investment. The investment manager offloaded its stake in Everest ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 23 MAR 2011
The Australian dollar was flat at noon, as investors take profits on recent gains. At 1200 AEDT, the Australian dollar was trading at 100.69 US cents, little changed from Tuesday's local close of 100.68 US cents. Since 0700 AEDT on Wednesday, it has ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 23 MAR 2011
The Australian stock market has received a mixed set of leads from offshore markets, with Wall Street closing lower but oil and metals prices firmer. At 0828 AEDT, the June share price index contract was nine points lower at 4,667 points, on volume ...

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
Equity Trustees internally promotes its head of marketing, Philip Galagher, to head of private clients wealth management business as the fund manager builds out its portfolio management services. Central to this new role, Galagher will be responsible ...

Frontier to appoint CEO

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
The board of Frontier Investment Consulting is looking to recruit a chief executive officer to work alongside current head Fiona Trafford-Walker as a means to redress the workload among the group's senior management team. Trafford-Walker said that Frontier's ...

Adviser award highlights need for women-centric advice

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
Concerns about the number of Australian women lacking adequate insurance and retirement savings are behind a new award for female financial advisers. The Association of Financial Advisers will launch the AFA Female Excellence in Advice Award in conjunction ...