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Showing 12041 - 12050 of 18276 results for "Plan"

Commonwealth Fin Plng compensates investors

ASIC RELEASE  |  WEDNESDAY, 3 NOV 2010
Commonwealth Financial Planning will implement a major client compensation program after an ASIC investigation. According to ASIC, a former CFP representative employed until July last year potentially breached various sections of the Corporations Act ...

Platforms control market, not advisers

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
The country's six largest platforms control three-quarters of their market while the six largest planning groups control less than half of their market, suggesting where the power to influence the financial advice industry really lies, research shows. ...

Instreet appoints NSW manager

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
Former AXA FP financial planner David Ogg has joined Instreet Investments as relationship manager for NSW. In this role, Ogg will be responsible for adviser network dealings and strengthening the investment house distribution capabilities. Prior to ...

EISS takes over FuturePlus

RUTH LIEW  |  TUESDAY, 2 NOV 2010
Energy Industry Superannuation Scheme has taken over Local Government Super's stake in FuturePlus Financial Services. The $3 billion EISS acquired LGS' shares in FuturePlus for an undisclosed sum, leaving the admin and investment firm to focus its services ...

Unitholders approve Challenger mortgage fund restructure

JOHN MCDULING  |  TUESDAY, 2 NOV 2010
... today. Challenger said that 94 per cent of retail investors and 100 per cent of wholesale investors approved its restructuring plan, which was announced back in September. As a result, the group has made $850 million of the fund's net assets available ...

Shorten delays tax services regime

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
The government is giving financial planners an additional extension before they have to comply with the tax agent services regime. The Assistant Treasurer, the Hon Bill Shorten MP, has introduced new regulations to push back the application due date ...

AUSCOAL signs up to innergi

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
AUSCOAL Super plans to ramp up its member education and advice programs through a new partnership with independent financial education company innergi. In an effort to engage their members and broaden membership education, AUSCOAL completed a series ...

Get on board super reforms: Shorten

MICHELLE BALTAZAR  |  MONDAY, 1 NOV 2010
Bill Shorten, the newly-appointed Minister for Superannuation and Financial Services, re-affirmed the government's plan to raise SG to 12 per cent and implement key reforms proposed in the Cooper Review. Speaking at an industry luncheon hosted by the ...

Mercer planning chief joins Yellow Brick Road

COMPANY RELEASE  |  MONDAY, 1 NOV 2010
Yellow Brick Road Wealth Management has appointed Scott Walters, former head of financial planning at Mercer Wealth Solutions, to the role of retail head of financial planning. Walters will be responsible for leading and growing all aspects of the retail ...

The changing face of super: State Street

RUTH LIEW  |  MONDAY, 1 NOV 2010
Australia's superannuation sector is expected to top $6 trillion over the next 25 years - as investors move to tap more aged-linked investments, SMSFs continue their rapid growth and super funds bring more of their investments in-house, according to ...