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Showing 11981 - 11990 of 18276 results for "Plan"

Tyndall names head of retail

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
Tyndall Investments promoted Andrew Julius to head of retail, less than a fortnight after Japan-based Nikko Asset Management bought the fund manager from its previous owner, Suncorp Life. Julius' new responsibilities will include managing key relationships ...

Instreet appoints Brant to its board

ELISE BURGESS  |  THURSDAY, 25 NOV 2010
... Graeme Brant has joined the board for the investment house to assist in the creation and execution of Instreet's strategic plan to grow in the niche financial services market. Brant has 25 years experience within the industry with former roles including ...

Shorten unveils advisory panel

MEDIA RELEASE  |  WEDNESDAY, 24 NOV 2010
Bill Shorten, the Minister for Financial Services and Superannuation, has unveiled a new financial advisory panel to help with the Government's Future of Financial Advice reforms. "The Panel will play a key role in lifting the level of professional ...

Advice costs 'halved' with new system

MEDIA RELEASE  |  WEDNESDAY, 24 NOV 2010
Infocus Money Management will launch its new in-house client management system to close the gap between what Australians are willing to pay for advice and what it costs to provide. The financial planning network has developed a fully-integrated client ...

When everything went wrong

BENJAMIN ONG  |  WEDNESDAY, 24 NOV 2010
... is about to go wrong. According to Bloomberg, "China's biggest banks are poised to hit government-set caps on lending and plan to stop expanding their loan books to avoid exceeding the annual quotas..." Less lending (plus other tightening policies) equals ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 24 NOV 2010
The Australian market is receiving strongly negative leads from offshore trading overnight, with all significant equities indices down sharply, along with base metals. Precious metals were higher, however, as was oil. On the ASX 24 at 0715 AEDT, the ...

Clouds gather in financial services

ELISE BURGESS  |  TUESDAY, 23 NOV 2010
Financial services software group IQ Business Group (IQ) responds to regulatory concerns against 'cloud computing' in financial services and says the widespread use of cloud systems is a sign of the times. IQ came forward after the Australian Prudential ...

PIH planners vote yes to merger, future uncertain

RUTH LIEW  |  TUESDAY, 23 NOV 2010
Professional Investment Holdings is a step closer to merging with Centrepoint Alliance after the majority of PIH planners agreed to the deal - but there's a big question mark on how many of them will stay at the new firm. PIH shareholders in four separate ...

Insurance drives new client wins: study

ELISE BURGESS  |  TUESDAY, 23 NOV 2010
An annual financial adviser survey shows that nearly half of advisers' total risk income this year came from new clients, giving fresh evidence that risk-related advice is core to a typical financial planning business. The CoreData Risk Study 2010 ...

Tasmanian former adviser charged for no AFSL

MEDIA RELEASE  |  TUESDAY, 23 NOV 2010
John Vafiadis, previously of Hobart, has been charged for running an advice business without an Australian Financial Services license. Vafiadis appeared in the Hobart Magistrates' Court charged with two counts of carrying on a financial services business ...