Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 12361 - 12370 of 18276 results for "Plan"

BT Wrap signs five-year deal with DKN

PRESS RELEASE  |  FRIDAY, 2 JUL 2010
BT Wrap has signed a further five-year investment platform agreement with DKN Financial Group. Chris Freeman, head of BT Wrap at BT Financial Group, said the firm has been working with DKN for more than a decade since the Wrap was launched in 1997. ...

Diageo funds deficits with whiskey

RUTH LIEW  |  FRIDAY, 2 JUL 2010

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
One month after Implemented Portfolios opened its doors to advisers, four planning firms have signed up to use its portfolio construction services - a trend that looks set to continue in the changing advice landscape, said managing director, Charlie ...

Aviva Investors selects Cadis for data

PRESS RELEASE  |  FRIDAY, 2 JUL 2010
Aviva Investors has implemented the Cadis EDM platform to its US-based office and plans to roll out the data management platform to its other offices globally. Cadis was selected after a two-week trial and review that ensured the platform could replace ...

SCT chief Furlan talks tough on benefits

RUTH LIEW  |  THURSDAY, 1 JUL 2010
The head of the Superannuation Complaints Tribunal urges super funds to consider fresh ways to structure insurance within super, as one of the most common source of disputes is the conflict on insurance payouts. Jocelyn Furlan, chairperson of the Superannuation ...

MLC planning arms complete fee-for-service move

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
After a four-year transition phase, three of MLC's financial planning businesses have moved to a fee-based model. The institution confirmed it had completed the process it started in 2006 to have MLC Financial Planning, Garvan Financial Planning and ...

UK planners to face tougher standards

ALEX DUNNIN  |  THURSDAY, 1 JUL 2010
The UK Financial Services Authority is imposing yet more compliance hurdles on financial planners, this time requiring them to hold a new Statement of Professional Standing. The FSA has just released a discussion paper regarding how these new rules ...

Govt extends drawdown relief for account-based pensions

MICHELLE BALTAZAR  |  THURSDAY, 1 JUL 2010
The government has extended the drawdown relief currently provided for account-based superannuation pensions to the 2010-11 year. Under existing laws, self-funded retirees are required a set minimum payment from their superannuation account-based pension ...

REI Super re-signs Ibbotson

PRESS RELEASE  |  WEDNESDAY, 30 JUN 2010
REI Super has re-appointed Ibbotson Associates as its investment consultant for another three years. The investment consultant was re-appointed following a due diligence process that involved a number of other tenders. Ibbotson has provided investment ...

Accountants boost AU planner business

COMPANY RELEASE  |  WEDNESDAY, 30 JUN 2010
Australian Unity has established more than 50 relationships with accountants during the last year, and plans to add 130 more by the end of next year to boost planners' business. The arrangements see accountants refer their clients to Australian Unity ...