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Showing 12221 - 12230 of 18276 results for "Plan"

NGS Super and Cuesuper to merge

MEDIA RELEASE  |  FRIDAY, 3 SEP 2010
NGS Super and Cuesuper plan to merge, creating a $3.5 billion fund with 90,000 members by April next year. Anthony Rodwell-Ball, chief executive of NGS Super, said one of the most important considerations is that both funds have similar membership profiles ...

Sunsuper boosts relationships with retail hires

COMPANY RELEASE  |  THURSDAY, 2 SEP 2010
Sunsuper has recruited three new customer relationship managers from Commonwealth Financial Planning, Suncorp and Hostplus to its Queensland offices. Fiona Cairns, who has more than 25 years experience in the financial services industry, including a ...

Equipsuper unveils fin plng campaign

MEDIA RELEASE  |  WEDNESDAY, 1 SEP 2010
Equipsuper Financial Planning launched a "be yourself" communications campaign last week encouraging members to seek professional financial advice - with one in four members requesting follow-up from planners as a result of the initiative. The campaign ...

SMSF advisers back FOFA call to upskill

SPAA RELEASE  |  WEDNESDAY, 1 SEP 2010
More than 90 per cent of SMSF advisers support raising competency levels through the proposed Future of Financial Advice Reforms - while 6 out of 10 advisers agree SMSF auditors should be registered with ASIC, new research shows. According to the 2010 ...

Australian Ethical profits down, FUM up

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Australian Ethical's funds under management (FUM) rose 12 per cent to $614 million in the year to June, buoyed by net inflows and market movements - but profits fell compared to the previous year. According to the company's results, approximately $29.5 ...

More million dollar members for MDRT

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Million Dollar Round Table (MDRT) has welcomed a number of new members to its ranks as more financial planners are finding themselves successfully qualifying for membership. New members include Max Moodley, Graham Craig, Sam Capra, Mark Osborne, Marc ...

Fiduciary duty goes beyond APLs

RUTH LIEW  |  TUESDAY, 31 AUG 2010
A Financial Ombudsman Service (FOS) case hearing concluded that just because a product is within a planning group's approved products list (APL) doesn't mean they have fulfilled their fiduciary duty - prompting top researchers to talk about the role ...

Fiducian posts profits, eyes acquisitions

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... absorbed into the Fiducian culture, similar to its acquisition of a small client portfolio during the year. "The business plan for 2011 financial year looks at expanding the revenue base by further utilising all segments of the Fiducian business model ...

Australians up on luck, down on savings

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
A new report adds to mounting research that many Australians are ill-prepared for retirement with only one in 10 likely to have enough money to maintain their lifestyle once they quit the rat race. The Investment Trends September 2009 Retirement Income ...

Spoilt for investment choice

JOHN MCDULING  |  TUESDAY, 31 AUG 2010
When it comes to the number of investment options offered by super funds, Australians say 'less is more', research shows. More than half the 1,300 respondents in the survey by super fund legalsuper said the fund's menu of 11 investment options was "about ...