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Showing 12571 - 12580 of 18278 results for "Plan"

Investors get $250m compensation for crook advice

FSA RELEASE  |  TUESDAY, 13 APR 2010
Unsuitable advice on pension switching in the UK still abound - prompting the UK's Financial Services Authority to publish new findings that will see advice firms pay $250 million in compensation to investors. The FSA found that a number of firms were ...

MoneyForLife ups ratchet frequency

COMPANY RELEASE  |  TUESDAY, 13 APR 2010
... start earlier and be 5.2 per cent higher and be paid for as long as the client is living. MoneyForLife funds won the AFA/Plan for Life "Retirement Income Innovation" award last year.

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... teamed up to develop a unified managed account (UMA) for Australian Financial Services Group (AFS) advisers. Both companies plan to white label the product to other financial advice dealer groups. The service, UMA Select, provides AFS advisers with technology ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
It is still too early to conclude that commissions-based insurance advice is affordable for the general public but two planning groups show that it can work for certain segments of the market. This month, MLC-owned planning group Godfrey Pembroke announced ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... appointment, Sentry chief executive Murray Hills said that HUB24 was selected following an extensive search. "Initially we plan to trial the UMA facility with a select group of planners who provide highly specialised services to high net worth clients ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
BT Financial Group (BTFG) has restructured its senior executive team following the resignation of Geoff Lloyd, former chief executive of St.George Wealth Management and the group's general manager. The company statement did not disclose the reasons ...

Instos target affordable housing

RUTH LIEW  |  MONDAY, 12 APR 2010
Industry funds are eyeing affordable rental housing as the next property hot spot, as some institutions express interest in awarding mandates to Affordable Housing Australia, said managing director Michael Kerans. Kerans has been in talks with several ...

ESI Super ramps up member support

PRESS RELEASE  |  MONDAY, 12 APR 2010
ESI Super is adding more resources to its Life Event program, a free service that provides assistance and advice to members that experience a life-changing event. The Life Event program gives financial advice and help in managing, accessing and transferring ...

Market Wrap - Morning

AAP  |  FRIDAY, 9 APR 2010
... the day lower following drops overseas. Greece's borrowing costs rose to a record level Thursday, signaling that a rescue plan from other European countries and the International Monetary Fund might not be enough to prevent a default. A disappointing ...

PIS to step up competition in cash savings

MICHELLE BALTAZAR  |  THURSDAY, 8 APR 2010
Professional Investment Services is staging an ambitious plan to become an all-round financial services outfit, providing products and services that have long been the domain of the big banks, including the all-important area of bank deposit products. ...