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Showing 12111 - 12120 of 18276 results for "Plan"

Swan weighs in on currencies, promotes reform agenda

JOHN MCDULING  |  TUESDAY, 12 OCT 2010
Speaking at the New York Stock exchange overnight, Treasurer Wayne Swan reaffirmed his commitment to growing the national retirement savings pool and weighed in on the currency wars that are threatening to envelop global capital markets. "If the global ...

SuperSA offers members IFFP services

JOHN MCDULING  |  TUESDAY, 12 OCT 2010
Super SA joins the growing number of super funds that offer members the option to have a complete financial plan drawn up and two months since launch, the fund is averaging three appointments per day from enquiring members. The Adelaide-based super ...

Adviser departures expected after PIH listing

RUTH LIEW  |  MONDAY, 11 OCT 2010
Professional Investment Holdings (PIH) shareholders will meet late next month to vote on the proposed merger with Centrepoint Alliance and group managing director Grahame Evans said they are anticipating they could lose advisers in the process. PIH ...

Great Southern investors target BABL

MEDIA RELEASE  |  MONDAY, 11 OCT 2010
Around 2,000 Great Southern investors launched a class action in the Federal Court to recover losses from bankers, including Bendigo and Adelaide Bank Limited (BABL), which lent them money to invest in the schemes. Investors have asked the Federal Court ...

Key planners crucial when planning firms sell

RUTH LIEW  |  MONDAY, 11 OCT 2010
There are many ways to measure how much a financial planning practice or dealer group is worth when it is up for sale or eyeing a public float - high on this list is whether the key advisers are going to stay or not, industry experts say. Ian Jedlin ...

Commercial property regains appeal: survey

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... of approximately 400 Self Managed Super Funds (SMSF) trustees and individual investors found that 55 per cent of investors plan to invest more into listed and unlisted property market this year. The survey found that some 60 per cent of those intending ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
The annual Financial Wisdom Value of Advice awards recognised five financial planning practices for their contribution to the industry and clients ranging from retirement planning to pro-bono work. The winning advisers, who were selected from 50 entrants ...

Bad news is good news is bad

BENJAMIN ONG  |  MONDAY, 11 OCT 2010
When bad news... Those who've already done their weekend reading probably know what I'm going to write about. Yes, it's the US private non-farm payrolls report for September - the one that shows that jobs in America are still hard to come by. Overall ...

AAT upholds ASIC adviser ban

ASIC RELEASE  |  FRIDAY, 8 OCT 2010
The Administrative Appeals Tribunal has upheld ASIC's decision to ban Joshua David Fuoco from providing financial services for five years, after he engaged in deceptive conduct, including providing defective documents to clients. ASIC banned Fuoco from ...

RMB rise to benefit local investors

RUTH LIEW  |  FRIDAY, 8 OCT 2010
Advisers could add more value to their clients' portfolios by taking a closer look at the rise of the Renminbi (RMB) and its impact on the currencies of neighbouring countries, an expert in Chinese investments said. Simon Wu, executive director of Premium ...