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Showing 12541 - 12550 of 18278 results for "Plan"

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
The government's proposed reforms to change the way planners charge for advice will spur the industry's long-term growth, but at the cost of serious headaches and profits during the adjustment period. The minister for financial services, superannuation ...

Fortitude close to deal with dealer group

MICHAEL HOBBS  |  TUESDAY, 27 APR 2010
Sydney-based hedge fund Fortitude Capital is close to signing a deal with a financial planning dealer group to provide access to the fund manager's Absolute Return Trust. John Corr, managing director and chief investment officer at Fortitude Capital ...

NAB/AXA merger not anti-competitive: research

MICHELLE BALTAZAR  |  FRIDAY, 23 APR 2010
Researcher Roy Morgan joins the chorus of dissenting voices on ACCC's reasons for blocking the NAB bid for AXA, releasing a report that shows a combined NAB/AXA or AMP/AXA would have the same impact on industry competition. Roy Morgan Research said ...

Liptak joins Zenith

RUTH LIEW  |  FRIDAY, 23 APR 2010
Daniel Liptak, hedge fund expert and co-founder of Hatfield Liptak Advisors, has joined Zenith Investment Partners as head of alternatives research. Liptak brings to Zenith a track record of 16 years within investment analysis and research. This includes ...

The upside of a downside fund

MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
Boutique fund manager Instreet has developed a new product that helps financial planners and their investors protect their Australian equity portfolios from market swings - without having to switch their equities allocation to cash. The product, Link ...

UK council seeks global infrastructure manager

RUTH LIEW  |  THURSDAY, 22 APR 2010
Australian infrastructure fund managers take heed; the Essex County Council is looking for a new global infrastructure manager for an $83 million investment mandate. According to a tender document, the council is looking to appoint a fund manager to ...

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
Westpac-owned dealer group Securitor caps its annual conference this month with the handing of awards to their best practices and financial advisers in 2009. Brad Cooper, chief executive of BT Financial Group, the wealth management business of Westpac ...

Trust is a hard currency: research

RUTH LIEW  |  WEDNESDAY, 21 APR 2010
New research shows that investors rank 'fee transparency' as the number one reason for trusting a financial institution while in a surprise result, 'bad press' and 'being owned by a bank' count for little. Sally Wells, managing director of endgame communications ...

Hockey calls for FSR review

MICHAEL HOBBS  |  WEDNESDAY, 21 APR 2010
Joe Hockey, shadow treasurer, vows to review the Financial Services Reform (FSR) should the Coalition win the next election. Speaking at the Association of Financial Advisers (AFA) forum this month, Hockey said the FSR legislation was not implemented ...

CFS appoints Core Equity Services for brokerage

PRESS RELEASE  |  WEDNESDAY, 21 APR 2010
Colonial First State Custom Solutions has appointed Commonwealth Bank-owned Core Equity Services as its default broker for the FirstWrap platform. Chris Stevens said selecting the broking firm as the default broker for FirstWrap and white label platforms ...