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Showing 12561 - 12570 of 18278 results for "Plan"

AXA names advice state managers

COMPANY ANNOUNCEMENT  |  FRIDAY, 16 APR 2010
AXA Australia has appointed a financial advice state manager in Western Australia and New South Wales/ACT. Andrew Wright was appointed state manager of AXA Financial Advice in Western Australia. Wright previously worked at Professional Investment Services ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...

Matrix appoints practice development manager

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Matrix Planning Solutions has appointed former AXA executive Helen Shao to the newly created role of practice development manager. In this role, Shao will work alongside Matrix general manager of practice development, Geoff Martin, assisting Matrix ...

MySuper proposal ignites storm

ALEX DUNNIN AND RUTH LIEW  |  THURSDAY, 15 APR 2010
... options into discrete funds. Members who are in these default options today will become members of their host fund's MySuper plan. While members will enjoy simplified reporting and lower fees under this new structure, they will have no access to the ...

Super too complex to handle

MICHELLE BALTAZAR IS A MEDIA GUEST AT THE SECURITY ANNUAL CONFERENCE IN ADELAIDE  |  THURSDAY, 15 APR 2010
Relentless tinkering in superannuation rules has made the art of saving through super more like rocket science, driving many investors to make choices that could damage their financial health. Bryan Ashenden, head of technical consulting at Westpac-owned ...

Fin Simplicity upgrades software

PRESS RELEASE  |  THURSDAY, 15 APR 2010
Financial Simplicity's Enterprise Edition now allows financial planners to adjust portfolios simultaneously across all clients and produce client documents quickly. The latest release of the software means planners can create customised portfolio review ...

Planner kayaks for men's health

MICHELLE BALTAZAR  |  WEDNESDAY, 14 APR 2010
A financial planner will kayak 2,200 kilometres down the historic Murray River to raise public awareness for men's health. Partnering with Men's Health SA (South Australia), Securitor planner Garry Pinnington will start his 44-day journey on Monday ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
Securitor, one of the largest financial planning groups in the country, maps out a growth strategy that will prepare its planners ahead of industry consolidation, tougher regulation and the nation's seismic $400 billion wealth transfer over the next ...

Centric enhances direct equities services

MICHAEL HOBBS  |  WEDNESDAY, 14 APR 2010
Centric Wealth is building on its direct equities and individually managed account (IMA) capability following demand from its high net worth clients. John McMurdo, chief executive at Centric Wealth, said the planning group's high net worth clients are ...

More super funds to introduce performance pay: survey

MICHELLE BALTAZAR  |  TUESDAY, 13 APR 2010
Almost all super funds will have a performance component built into the remuneration packages of their senior management within the next five years, and there are more fundamental changes ahead in the way super fund executives and staff get paid as ...