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Showing 11771 - 11780 of 18276 results for "Plan"

Gen Yers turn to social media for financial advice

ELISE BURGESS  |  MONDAY, 14 MAR 2011
Generation Yers are seeking advice much sooner than their parents, but not always from the usual sources, with around 33 per cent using social media for financial advice. Based on a survey of 963 adults aged between 21 and 80 years, conducted by TD ...

Market Wrap - Midday

AAP  |  MONDAY, 14 MAR 2011
The Australian dollar was higher at noon, amid speculation demand for commodities will ratchet up in the wake of the devastating earthquake in Japan. At 1200 AEDT on Monday, the local unit was trading at 100.88 US cents, up from Friday's local close ...

CMC markets appoints new head for Aus, NZ

ALISON BEVEGE  |  FRIDAY, 11 MAR 2011
Louis Cooper has replaced Barry Odes as head of CMC Markets Australia and New Zealand. Cooper has worked with the broking firm since 1999 when it was a foreign exchange trading business in London with just 35 staff. "I was there in 2000 when they launched ...

April launch for XPLAN facelift

ALISON BEVEGE  |  FRIDAY, 11 MAR 2011
Dominant planning software provider IRESS Wealth Management Solutions has announced the long-anticipated new version of XPLAN is to be released next month. XPLAN, used by more than 12,000 advisers, has been given a makeover with the help of digital ...

ASIC slaps seven-year ban on planner

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
The Australian Securities and Investments Commission (ASIC) has banned former Commonwealth Financial Planning (CFP) adviser, Don Nguyen, from providing financial services for seven years. Nguyen worked as a financial adviser at CFP between 1 October ...

BT Life fast tracks claims

ELISE BURGESS  |  FRIDAY, 11 MAR 2011
... is to make the claims assessment process simple and painless," Taweel said. BT tele-claims was a joint winner for the 2010 Plan for Life/AFA Risk Insurance Innovation Award.

AXA Aus preps for next phase of North

ELISE BURGESS  |  THURSDAY, 10 MAR 2011
... Adrian Emery said it was an endorsement of the hard work undertaken by AXA's staff over the past four years. Emery and Meller plan to release the new North platform at an upcoming national roadshow. Around 2,000 advisers are expected to attend.

Levy to fund $15m ad campaign

ALISON BEVEGE  |  THURSDAY, 10 MAR 2011
The Financial Planning Association (FPA) told members the industry is at a turning point as it outlined a raft of constitutional changes and detailed its new $15 million advertising campaign yesterday. Speaking to 220 members in Sydney yesterday, Mark ...

FuturePlus targets super funds

ELISE BURGESS  |  THURSDAY, 10 MAR 2011
FuturePlus Financial Services (FuturePlus) adds a fourth client to its administration services list, with plans to target small to medium funds. FuturePlus will provide superannuation administration services to Super Money Eligible Rollover Fund (SMERF) ...

Westpac launches Bank of Victoria

MATT WOODINGTON  |  THURSDAY, 10 MAR 2011
St.George bank branches in Victoria are renamed Bank of Melbourne giving the Westpac subsidiary a fresh identity within the state. Westpac will establish over 100 Bank of Melbourne branches and corporate banking centres over the next five years, as ...