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Showing 12381 - 12390 of 18276 results for "Plan"

PIS names new chief

COMPANY RELEASE  |  FRIDAY, 25 JUN 2010
... group, Professional Investment Holdings. A statement from the company noted he will concentrate on the three-year business plan of developing and realising emerging growth opportunities for the Group. Meanwhile, Johnstone will report to Grahame Evans ...

Short form PDS gets green light

RUTH LIEW  |  FRIDAY, 25 JUN 2010
... Ripoll, the increase in SG and other budget initiatives, and now the short form PDS regime, there is a framework and future plan for the industry to meet ever-changing member needs," Vamos said. Short form PDS are part of new regulations prescribing ...

How the wealthy invest their money

RUTH LIEW  |  FRIDAY, 25 JUN 2010
Australia's high net worth population increased by 34 per cent last year, according to a new report that sheds some light on how the rich allocated their funds just after the peak of the GFC. The latest World Wealth Report, released by Merrill Lynch ...

Australians frustrated with fin companies

RUTH LIEW  |  FRIDAY, 25 JUN 2010
Australia's finance industry, including financial services, has the highest customer turnover following poor customer service, compared with telecoms, internet service providers and insurance, new research shows. A survey of 702 respondents by RightNow ...

Market Wrap - Morning

AAP  |  FRIDAY, 25 JUN 2010
... Yves Marcais of Global Equities insisted that "fears (for Greek solvency) are not justified... in light of the European aid" plan, announced in early May. The European Union and the International Monetary Fund have agreed to provide Greece with 110 billion ...

FIIG opens corporate bonds to planners

COMPANY RELEASE  |  THURSDAY, 24 JUN 2010
Fixed-income broker FIIG Securities has launched a new service that lets planners access corporate bonds for their clients that have traditionally been the preserve of banks, fund managers and the ultra wealthy. The new DirectBonds service lets investors ...

Basis Capital lesson far from over

RUTH LIEW  |  THURSDAY, 24 JUN 2010
The collapse of Basis Capital was a tragic example of what happens when a high risk investment goes wrong, but its also a reminder of the importance of a well-diversified portfolio, said a planner who had clients invested in Basis products. Matthew ...

PM Gillard makes wealth reforms more likely

ALEX DUNNIN  |  THURSDAY, 24 JUN 2010
The elevation of Julia Gillard to become Australia's first female Prime Minister, which increases the odds the government will be re-elected and possibly win back a few senate seats, makes it more likely that the government's financial services reform ...

Don't limit adviser choice: Synchron

COMPANY RELEASE  |  WEDNESDAY, 23 JUN 2010
Synchron has renewed calls for firms to not limit advisers to a 'tight' list of platforms, products or risk providers to chase volume bonuses. In a press release, Synchron said it was not in advisers or their clients' best interest to artificially limit ...

Back to basics key to planners successs

RUTH LIEW  |  WEDNESDAY, 23 JUN 2010
... working with several boutique firms to assist in strategy development post the GFC, focusing on creating a three year business plan and outlining the implementation steps for the first year.