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Showing 12601 - 12610 of 18278 results for "Plan"

Can an outsider transform ipac financial planning?

MICHELLE BALTAZAR  |  TUESDAY, 30 MAR 2010
Can a top travel executive help lead a $5.5 billion financial planning business? That's the question advisers asked when financial planning group ipac appointed former American Express executive, Libby Roy, as the new head of its advice arm. Roy will ...

K2 wins dealer group mandates

MICHAEL HOBBS  |  TUESDAY, 30 MAR 2010
K2 Asset Management has won a number of financial planning dealer group mandates for its Australian equities fund, and a $20 million institutional mandate for its international equities strategy in the past five months. Andrew Hall, head of distribution ...

Aussie planners overworked: survey

PRESS RELEASE  |  TUESDAY, 30 MAR 2010
A survey found 25 per cent of financial planners work more than 50 hours a week - six hours more than the Australian average and nine hours more than other developed nations. The Evolve Logic survey found over 80 per cent of respondents are working ...

Macquarie launches lifetime income product

COMPANY RELEASE  |  MONDAY, 29 MAR 2010
Macquarie has joined the growing number of product providers offering longevity products with the launch of the Macquarie Lifetime Income Guarantee Policy. Macquarie Funds Group launched the product which gives investors a guaranteed minimum level of ...

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
Navigator has been named the highest-rated platform for overall functionality - beating FirstWrap, Macquarie Wrap and Asgard eWrap, according to a new report. Navigator won the title for 2009, after many years of "steadily rising up through the rankings" ...

BOQ buys St Andrews insurance

COMPANY RELEASE  |  MONDAY, 29 MAR 2010
Bank of Queensland has bought St Andrew's Insurance from the Commonwealth Bank of Australia. The deal means Bank of Queensland to buy the consumer credit insurance and life insurance products that St Andrews distributes. St Andrew's has a annual gross ...

BTIM realigns income and diversified funds

MICHELLE BALTAZAR  |  FRIDAY, 26 MAR 2010
In his first 100 days as head of BT Investment Management, ex-Perpetual CIO Emilio Gonzalez has combined all of the fund's income capabilities under one roof, diversified funds in another and will be hiring two new senior appointments as part of the ...

Asgard spends big on platform upgrades

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
BT Financial Group-owned Asgard has spent more money on its investment platforms in the past 18 months than ever as part of a strategy that will see its Master Trust, Elements and eWrap platforms move under the one administration platform. Wayne Wilson ...

IFSA blasts latest APRA league tables

ALEX DUNNIN  |  THURSDAY, 25 MAR 2010
IFSA has dismissed the APRA 'whole of fund' return on assets metrics as misleading, confusing and irrelevant for most members. "IFSA has rejected the APRA superannuation fund data... and its use in superannuation comparisons," they said in a statement. ...

Transurban deal off Future Fund table

RUTH LIEW  |  THURSDAY, 25 MAR 2010
... Future Fund Board of Guardians released a statement yesterday, stating it has "terminated discussions with the Canada Pension Plan Investment Board and Ontario teachers' pension plan regarding their proposal to acquire Transurban Group". The fund did ...