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Showing 12551 - 12560 of 18278 results for "Plan"

Intra-fund advice to affect 20 per cent of planning revenues

COMPANY RELEASE  |  TUESDAY, 20 APR 2010
Advisers risk losing one in five of their clients if demand for intra-fund advice services become mainstream - but transactional advice could be the key to ensure advisers maintain an edge in the market. Cameron O'Sullivan, a financial adviser and director ...

SPAA appoints Shirlow to board

SPAA RELEASE  |  TUESDAY, 20 APR 2010
The Self Managed Super Fund Professionals' Association of Australia (SPAA) has appointed Macquarie Bank executive director, David Shirlow, as a director of its board. At Macquarie, Shirlow assisted financial advisers with technical support through his ...

Planner fees for super advice cost $1.3bn

ISN PRESS RELEASE  |  MONDAY, 19 APR 2010
Rainmaker Research has found that $1.3 billion of workers funds were redirected to financial planners in the form of commissions, including $550 million from compulsory (SG) super. Rainmaker, which owns Financial Standard, also reported that $6.48 billion ...

Challenger poised for boutique growth

ASX RELEASE  |  MONDAY, 19 APR 2010
... products stood at $241 million (including an additional $43m of Guaranteed Index Return). Challenger's core Guaranteed Income Plan saw March sales almost double compared to levels seen in January. Meanwhile, the group saw net institutional flows of $256 ...

Astarra pain spreads to super funds

MICHELLE BALTAZAR  |  MONDAY, 19 APR 2010
... plans across all its business divisions. For example, the default fund for permanent employees is a corporate superannuation plan managed by AMP. In a written letter to the affected fund members, Tabcorp said that their super has been moved to CareSuper ...

UK advisers allocate to cautious investments

PRESS RELEASE  |  MONDAY, 19 APR 2010
Nearly a third of net sales on one of the UK's biggest investment platforms have gone to cautious managed investments, according to new research. Sales figures from Cofunds found cautious managed investment strategies continue to dominate the sales ...

Borland exits Investec for Credit Suisse

RUTH LIEW  |  MONDAY, 19 APR 2010
Karla Borland, head of research at Investec Private Advisers, is leaving the firm to take up the role of vice president in fund research at Credit Suisse Private Bank. Borland is leaving Investec in May, following seven years at the firm. She is taking ...

WA govt drops GESB mutualisation bid

MICHAEL HOBBS  |  FRIDAY, 16 APR 2010
The West Australian state government has terminated the mutualisation of GESB and is instead allowing the state's public servants to choose their fund. This decision follows the Whithear Review into public sector superannuation. The choice for public ...

Investec gains $45m from instos for aircrafts

MICHAEL HOBBS  |  FRIDAY, 16 APR 2010
Investec Global Aircraft fund (IGAF) has raised an additional $45 million from AMP Capital Investors, Health Industry Plan Superannuation fund and MCG Growth fund. The fund now has $140 million in total capital invested since it was launched in 2008. ...

Xplan tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
Xplan has retained the highest overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling ...