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Showing 12131 - 12140 of 18276 results for "Plan"

COIN buys remaining half stake in Outplan

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
Financial planning software group COIN boosts its paraplanning services to advisers after acquiring the remaining 50 per cent of paraplanning specialist Outplan Pty Ltd. COIN acquired 50 per cent of Outplan in 2007 after which the brands worked towards ...

Patron signs IOOF Pursuit

RUTH LIEW  |  TUESDAY, 5 OCT 2010
Patron Financial Advice has renewed its contract with IOOF's Pursuit platform. Patron chose to renew the deal with IOOF due to the platform provider's transparent administration fee structure, it said in a statement. "Pursuit's pricing structure, in ...

CalPERS shifts $1bn to GID

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
... California Public Employees' Retirement System (CalPERS) said that it made the decision to advance its real estate restructuring plan through the action to GID, an affiliate of The General Investment & Development Companies. "By consolidating our core ...

Suncorp chair to retire

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
John Story, Suncorp chairman, intends to retire next year after the next board election. Story, in his latest chairman address, has expressed plans to stand in the next election to act as a guide to the new board before stepping down as chair in a year's ...

Australia's big bro

BENJAMIN ONG  |  TUESDAY, 5 OCT 2010
Dateline 1 July 1997. Many will remember this day, the day that the United Kingdom handed Hong Kong back to the People's Republic of China. There was much trepidation and fear in the air leading up to the expiration of the UK's 99-year lease on the ...

UBS poised to enter local ETF market

RUTH LIEW  |  FRIDAY, 1 OCT 2010
The local arm of UBS plans to launch its own range of exchange traded funds in Australia, as research mounts that more financial planners are allocating more client funds into ETFs. Ben Heap, managing director and head of Australia and New Zealand for ...

Equity Trustees calls for more from teeth behind RE reforms

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
Financial services firm Equity Trustees has welcomed the regulator's call for tighter rules around RE licensing and said any reforms must match the increasing complexities of fund products now available to investors. Harvey Kalman, head of funds management ...

More US investment banks close prop desks

JOHN MCDULING  |  FRIDAY, 1 OCT 2010
US investment banks are taking further steps towards meeting the requirements of recently passed FinReg legislation, and the indirect result could be new investment opportunities for Australian super funds. Shortly after the New York Times revealed ...

Countplus buys risk dealer group

MEDIA RELEASE  |  FRIDAY, 1 OCT 2010
Countplus has bought risk-focused dealer group Total Financial Solutions Dealership, which has over $1 billion, as its final acquisition before a planned IPO in December. The non-accounting based dealer group has around 70 advisers. Its head office ...

Female planners paid less

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
Female financial planners continue to earn less than their male counterparts according to a US financial planning study. Financial planners have not escaped the pay gap between the sexes after the US Financial Planning Association report 2010-2011 Financial ...