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Showing 11941 - 11950 of 18276 results for "Plan"

BTIM targets planners and boutiques

RUTH LIEW  |  WEDNESDAY, 8 DEC 2010
... yesterday that the firm will channel its efforts into engaging with advisers, in a bid to diversify its business and growth. "We plan on increasing our brand presence and our marketing and distribution efforts to capture market share in this segment ...

Aon offers auto rebalancing service

RUTH LIEW  |  WEDNESDAY, 8 DEC 2010
Aon Master Trust enables its personal super members to better maintain their intended asset allocation and counter volatile markets through a new auto-rebalancing facillity. The new service was made available early this month, however members will have ...

Santa's in town

BENJAMIN ONG  |  WEDNESDAY, 8 DEC 2010
... to agree. Reports show that Democratic lawmakers don't like some parts of the deal while others don't like any part of the plan at all. But politicians being what they are, chances are they won't kill their popularity and their chances for re-election ...

ASX lodges defence for SGX pairing

RUTH LIEW  |  TUESDAY, 7 DEC 2010
The Australian Securities Exchange (ASX) sends its strongest signal yet that it will push through its plans to merge with the Singapore Exchange, commissioning a report that outlined why the match makes sense. ASX engaged Access Economics to examine ...

More to retirement than super: planner

ELISE BURGESS  |  TUESDAY, 7 DEC 2010
... not just superannuation that is retirement, it's paying off a mortgage earlier, investment properties, starting a savings plan. All these things build assets that you can use for retirement," said Bineham. Acknowledging that the tax benefits may differ ...

Magill grows FUA as client base doubles

RUTH LIEW  |  MONDAY, 6 DEC 2010
Nine months after the former chief of Statewide Super set up her own financial planning firm, Frances Magill is advising double the number of clients she initially targeted, and grown the firm's FUA to $5 million. Magill joined Matrix Planning Solutions ...

AMP won't be fifth banking pillar

ALEX DUNNIN  |  MONDAY, 6 DEC 2010
... is that the AMP board has no intention of AMP becoming a fifth banking pillar, forcing the government to continue with its plan to assist small banks and the mutual banking sector in credit unions and building societies step up to the plate. Dunn's comments ...

Winter wonderland

BENJAMIN ONG  |  MONDAY, 6 DEC 2010
"Sleigh bells ring, are you listening, In the lane, snow is glistening A beautiful sight, We're happy tonight. Walking in a winter wonderland.... Later on, we'll conspire, As we dream by the fire To face unafraid, The plans that we've made, Walking ...

FX broker IPOs on Wall St

JOHN MCDULING  |  FRIDAY, 3 DEC 2010
Currency remains one of the hottest topics in financial services and that was reinforced overnight with online foreign exchange broker FXCM raising more than US$200 million through an initial public offering of shares on Wall Street. The company's shares ...

ASIC slaps tough penance for fin services misconduct

ELISE BURGESS  |  FRIDAY, 3 DEC 2010
In a landmark case, a young broker charged with multiple counts of insider trading has received a four-and-a-half year jail sentence, the highest sentence on record for that offence in Australia. On December 2 John Joseph Hartman, 25, of Mosman, New ...