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Showing 11971 - 11980 of 18276 results for "Plan"

Zenith wins four fin planning mandates

RUTH LIEW  |  FRIDAY, 26 NOV 2010
It's been a busy two months for Zenith Investment Partners, which won four research mandates from planning groups including one from the $10 billion-plus Wilson HTM. ASX-listed Wilson HTM, which had $10.1 billion at the end of June in funds under advice ...

Rowe takes FPA chair

ELISE BURGESS  |  FRIDAY, 26 NOV 2010
Former Financial Planning Association (FPA) deputy chair Matthew Rowe has officially assumed the role of chair at the annual general meeting today following the departure of Julie Berry. Rowe said that the board of the FPA was committed to improving ...

Kingston Capital signs on Powerwrap SMA

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
WA-based planning firm Kingston Capital will transfer $200 million of investors' assets to Powerwrap, after signing a deal with the admin provider allowing Kingston to offer clients a separately managed account service. The agreement will enable Kingston ...

Charter Hall fund assets to $70m

ELISE BURGESS  |  FRIDAY, 26 NOV 2010
Charter Hall increased assets for the new Direct Industrial Fund (DIF) to $70 million - only four months after the fund's launch - through a major property deal. DIF has now acquired a new distribution facility in Kingsgrove, New South Wales and a third ...

Direct share investing gather momentum

JOHN MCDULING  |  FRIDAY, 26 NOV 2010
If the FPA's desire for financial planning to be viewed as a profession and not just an industry is to be realised, a greater appreciation of investing in good old fashioned stocks might be a good place to start. And advisers have the perfect opportunity ...

Opt in rules not up for debate

JOHN MCDULING  |  FRIDAY, 26 NOV 2010
The hung parliament is all that stands in the way of controversial "opt in" requirements being adopted, if comments from a senior Treasury department official are anything to go by. Speaking at the FPA conference on the Gold Coast, Dr Richard Sandlant ...

Tower posts strong growth in direct and life ins

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
Specialist life insurance group Tower Australia has reported a 24 per cent profit growth this year to $92.3 million, buoyed by strong performance in its group and direct insurance channels. Tower's retail life business underwent significant changes ...

Ipac improves 'soft dollar' register disclosure

RUTH LIEW  |  THURSDAY, 25 NOV 2010
AXA-owned ipac Securities has briefed its call centre staff to make its register of alternative remuneration for planners available to members of the public, after a staff member failed to do so following a request. A spokesperson for ipac said the ...

FPA launches new strategy, brand

JOHN MCDULING  |  THURSDAY, 25 NOV 2010
The Financial Planning Association has unveiled a new strategy and brand at the FPA National Conference on the Gold Coast this morning as part of a broader effort to restore consumer trust post-GFC. As part of the strategy, the FPA has proposed a number ...

AMP Flexible Super records $1bn in FUM

RUTH LIEW  |  THURSDAY, 25 NOV 2010
AMP plans to broaden the consumer appeal of its low-cost Flexible Super product next year, after the new offering reached the $1 billion in funds under management mark within six months. Andrew Hobern, the newly-appointed director of business performance ...