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Showing 12001 - 12010 of 18276 results for "Plan"

AWM advisers join AFA

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
More than 300 Australian Wealth Management financials advisers have signed up to the Association of Financial Advisers - bringing the industry association's membership to approximately 7,000 advisers. Four licensees including Bridges Financial Services ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
Practice development firm, Elixir Consulting, has launched a practice management online service that can help advisers switch to fee-for-service a lot easier. Building on its already released book by the same name, the new program is for advisers that ...

Former RetireInvest MD moves to Centric Wealth

ELISE BURGESS  |  THURSDAY, 18 NOV 2010
Centric Wealth names former managing director of RetireInvest, Greg Dunger, as director of financial planning to head up Centric's financial planning business towards further growth. Dunger has over 30 years of experience in the financial services industry ...

ISN renews push for 12pc SG

JOHN MCDULING  |  THURSDAY, 18 NOV 2010
... on employers or employees. "Don't forget that the increases are phased in over nine years and that gives everyone time to plan and adjust."

AdviserNETgain rolls out bulk reviews

MEDIA RELEASE  |  WEDNESDAY, 17 NOV 2010
Advisers using BT's AdviserNETgain can now produce an unlimited number of review advice documents in one process after upgrades to the online planning solution. Darelle Jenkins, national manager AdviserNETgain, said the bulk review feature creates a ...

Health Super to merge with First State

RUTH LIEW  |  WEDNESDAY, 17 NOV 2010
Health Super is in merger talks with First State Super to create a $28 billion-plus fund with over 750,000 members - making it one of the largest funds in Australia. Both funds announced an in-principle intention to merge by 30 June next year, subject ...

BT Wrap releases plain English investor guide

ELISE BURGESS  |  TUESDAY, 16 NOV 2010
BT Wrap joins the campaign to make product disclosure statements much easier to understand through its new Investor Guide. Launched after six months of intensive customer research, the BT Wrap Investor Guide is part of BT Wrap's focus on innovation ...

Industry fund members switch to SMSFs

RUTH LIEW  |  TUESDAY, 16 NOV 2010
... from the previous 17 per cent. Uwe Helmes, Investment Trends analyst, said 24 per cent of industry fund members say they plan to set up an SMSF when they switch. The increase should come as no surprise as SMSFs continue to be the fastest growing segment ...

AMP unveils $6.34 per share bid for AXA

JOHN MCDULING  |  MONDAY, 15 NOV 2010
The worst kept secret in the financial services industry edged closer to reality this morning as AMP announced a fresh bid for AXA Asia-Pacific Holdings. AMP has offered AXA APH minority shareholders at least $6.43 per share in a combination of cash ...

CareSuper and ME take it to the streets

ELISE BURGESS  |  MONDAY, 15 NOV 2010
CareSuper talks to members in a local shopping mall in a bid to generate interest in super and financial advice. CareSuper has stepped up member services with an outreach approach alongside Members Equity (ME) bank, setting up in a ME branch to provide ...