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Showing 12421 - 12430 of 18278 results for "Plan"

Moody's cries boo

BENJAMIN ONG  |  TUESDAY, 15 JUN 2010
... time, I thought that S&P was already too late the hero. And that other credit-rater? According to Reuters, Fitch does not plan to follow its brethrens' lead because "We've already said that unless there was a major, unforeseen development we would wait ...

Class Financial warns against poor SMSF admin

MICHELLE BALTAZAR  |  FRIDAY, 11 JUN 2010
Class Financial Systems, an SMSF software platform provider warns planners against companies posing as SMSF administrators but don't have the right systems in place and could potentially lock planning groups into inflexible and pricey agreements. Class ...

INGIM tackles retail, welcomes regulatory changes

RUTH LIEW  |  FRIDAY, 11 JUN 2010
Steven Billiet, chief executive of less than six months at ING Investment Management in Australia, gives an update on the firm's distribution strategy and says the company is well-placed to compete with the incumbents amid regulatory reforms. Billiet ...

FPA board member resigns, airs governance concerns

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
One of the founders of Matrix Planning Solutions has resigned from the Financial Planning Association (FPA) board due to concerns about the association's governance practices and its fixation on planner remuneration. Rob Pedersen, appointed to the FPA ...

AUI hires BDM

PRESS RELEASE  |  THURSDAY, 10 JUN 2010
Australian Unity Investments (AUI) has appointed John Andrews as business development manager for Queensland and Northern Territory. Andrews previously worked at RBS Morgans (previously ABN AMRO Morgans) for a decade across a number of roles including ...

Civic joins Financial Index Australia

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
... of breed portfolio management was a key priority. "Merging with Financial Index provides a defined and reliable succession plan for our eventual retirement," said Waller. Financial Index chief executive, Spiro Paule, said he is increasingly seeing large ...

Multiport appoints BDM

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
Former Yellow Brick Road senior financial planner, Ben Thomas, has joined Multiport as business development manager. He will be focusing on growing the self-managed superannuation fund (SMSF) and managed account administration client base through dealer ...

Market Wrap - Morning

AAP  |  THURSDAY, 10 JUN 2010
... billion ($A8.16 billion). The index was also helped by gains in Shanghai after regulators approved Agricultural Bank of China's plan to launch an initial public offering (IPO). SHANGHAI - Chinese shares closed higher on Wednesday, but analysts said uncertainty ...

AMP expands Qld team for IFAs and Alliances

AMP RELEASE  |  WEDNESDAY, 9 JUN 2010
AMP has appointed former ING head of sales Kevin Canning and former authorised rep for Millenium 3 Financial Services to join the group's Queensland operations. Canning joins as regional leader, business development manager, Queensland and Reece Foster ...

Korea's big four dominate pensions

COMPANY RELEASE  |  WEDNESDAY, 9 JUN 2010
... affiliates which account for over 50 per cent of Samsung Life's pension business, including a very large KRW 2 trillion DB plan." The report, which shows total funded corporate pension assets of KRW 14 trillion, estimates these will grow significantly ...