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| | | Fund platform BT Wrap has upgraded its reporting tool to enhance the ability of its dealer groups to watch over 5000 advisers. The technological tweaks, which went live on February 21, enhance the Dealer Group DeskTop porfolio model launched last year. ... |
| | | | Tower Australia has recruited a former AMP Financial Planning manager as state sales manager. Tower has named Charl du Plooy as its NSW/ACT State Sales Manager, Retail Life. Formerly with AMP Financial Planning, du Plooy has managed distribution teams ... |
| | | | Financial Risk Management (FRM), a global hedge fund of fund investment firm, launched its offshore fund FRM Sigma, investing in a globally-source portfolio of Commodity Trading Advisers (CTAs) that specialise in managed futures. A managed futures account ... |
| | | | Shadow Assistant Treasurer Senator Mathias Cormann has described the government's proposed opt-in policy as 'fundamentally flawed'. Speaking to delegates on the final day of the SPAA conference in Brisbane, Cormann said that the opposition does not ... |
| | | | AIA Australia plans to differentiate itself from its rivals through a new suite of customer-focused insurance upgrades and more time-saving insurance tools for financial advisers. Under the group's newly launched WeCare service, AIA's existing Priority ... |
| | | | ... year is designed to build awareness of the benefits of financial planning. Ron Lambert, chairman of the campaign, "Make a Plan", said that it still needed more support, urging members to support their own future and industry. "This is an industry-wide ... |
| | | | Dealer groups are forming deeper relationships with fewer investment managers, resulting in a surplus of managers, said Toby Potter, chairman of the Institute of Managed Account Providers (IMAP) at an industry briefing yesterday. Potter said the pool ... |
| | | | ... 9 per cent to 12 per cent. But what got the most reaction from the audience was his statement regarding the Government's plan to raise concessional caps. He said that from 2012, super contributions of up to $50,000 would be taxed concessionally for those ... |
| | | | ... area of focus is analyzing all the StrongerSuper recommendations to help the give to come up with the best implementation plan, exploring all the expected and unexpected consequences. "The work of the Electronic-Commerce Sub-Committee is hugely important ... |
| | | | National Seniors Australia is tired of waiting for the government to make up its mind on retirement incomes policy and has demanded the government step up with some clarity on what the regulations will be. Speaking at the 2011 SPAA SMSF National Conference ... |
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