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Showing 12531 - 12540 of 18278 results for "Plan"

Managed accounts forum tackles key issues

RUTH LIEW  |  FRIDAY, 30 APR 2010
From how new regulation favours managed accounts to practical ideas on how to use IMAs and SMAs, planners will hear from the industry's top guns at this year's Managed Accounts for Financial Planners forum. The event will feature industry experts from ...

MLC launches high income protection

MICHELLE BALTAZAR  |  FRIDAY, 30 APR 2010
MLC raises the stakes in income protection with its new product designed for high income earners, offering financial planners the choice to give their HNW clients as much as double the industry standard in monthly benefits. White collar professionals ...

AFS considers sale offer

AFS RELEASE  |  THURSDAY, 29 APR 2010
The Australian Financial Services Group Ltd (AFS Group) has received an incomplete offer from an undisclosed buyer to buy all of the issued shares in the company. AFS chair Barry Stephen said that while the group remains committed to the planned IPO ...

HSBC funds now on IOOF platforms

COMPANY RELEASE  |  THURSDAY, 29 APR 2010
Financial planners can now access the HSBC GH Diversified Strategy Fund and HSBC Asia Select Equity Fund through IOOF's investment platforms, including Pursuit Select. The HSBC GH Diversified Strategy Fund provides access to a fund of hedge funds strategy ...

CalPERS fights BoA directors election

COMPANY RELEASE  |  THURSDAY, 29 APR 2010
One of the biggest pension funds in the US, CalPERS, has opposed the re-election of six Bank of America directors who failed to fully disclose the true financial condition of Merrill Lynch before the controversial merger in September 2008. CalPERS will ...

Commissions by another name

ALEX DUNNIN  |  WEDNESDAY, 28 APR 2010
Luke Hartsuyker, opposition spokesperson for superannuation and corporate law, has labelled fee-for-service advice fees no better than commissions and said they wouldn't fix conflicts of interest. Hartsuyker made the statements while attempting to attack ...

Single-issue advice soars 59pc: ESI Super

COMPANY RELEASE  |  WEDNESDAY, 28 APR 2010
... free single-issue advice process for those members seeking quick answers to a simple issue, rather than a full financial plan. ESI Super chief executive Robyn Petrou said younger members in particular were using the single-issue advice process. "The ...

AXA upgrades insurance in super

PRESS RELEASE  |  WEDNESDAY, 28 APR 2010
... Australia customers can now link their non-super trauma and TPD options to a self managed super fund (SMSF)-owned life insurance plan, as a result of the upgrade. Rosengren said this enhancement allows customers to access tax effective life insurance ...

Knee-jerk reaction to late action

BENJAMIN ONG  |  WEDNESDAY, 28 APR 2010
Here we go again! The rough and tumble of Wall Street on display as investors knee-jerkingly reacts to what is -- in the words of Donald Rumsfeld - a "known known." The problem that just won't go away; like an irritating fly in the midst of an Australian ...

FPA and AFA back members to remain in industry

MICHAEL HOBBS  |  TUESDAY, 27 APR 2010
... outright ban on commissions. "We don't think that's appropriate and could mean some struggle to get advice. The government's plan to broaden out intra-fund advice, which will develop a two-tier playing field with those under FSR and those not, is a bad ...