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Showing 12681 - 12690 of 18278 results for "Plan"

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
Coin Software has rolled out a new Comprehensive Statement of Advice (SoA) template to help financial advisers with their admin needs. The launch was part of an upgrade for Coin Office v3.4. The Comprehensive SoA template allows advisers to provide ...

Limited advice from accountants face hurdles

MICHAEL HOBBS  |  THURSDAY, 18 FEB 2010
Tony D'Aloisio, chair of the Australian Securities and Investments Commission (ASIC), said SPAA's proposal advocating for accountants to be able to provide limited structural advice on superannuation could be impractical. Speaking yesterday at the Self ...

AXA AP angles for bigger slice of Aus market

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
... sheet that is the envy of financial services providers locally and overseas. But where AXA APH could gain more ground is the plan to branch out into the post-retirement market and self managed super funds (SMSFs) at a time when the bulk of the baby boomers ...

Powerwrap to ease corporate actions hassles

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
Shareholder activism is not new, but a boutique outfit has come up with a faster and easier way for retail investors to have their say heard in the boardroom. Managed account services provider Powerwrap yesterday launched a new direct equities administration ...

Western Financial wins Water Corp Super mandate

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
Water Corporation Superannuation Plan has appointed Western Financial to provide its members with financial advice services. In a statement to members, WCSP introduced the financial planning service last month. The advice provided is limited to matters ...

Count names new chief, profits bounce back

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
Count Financial has appointed a Deloitte actuarial expert, Andrew Gale, as the new CEO, a day before it posted a surge in half-year profits and funds under advice go back to levels reached before the global financial crisis. Gale has been appointed ...

Market Wrap - Midday

AAP  |  TUESDAY, 16 FEB 2010
... closed overnight for the President's Day public holiday. Ms Saly said the European Union had provided some clarity about its plan for Greece's financial woes, which had helped to boost sentiment, Ms Saly said. "A very strong trading update from Westpac ...

Wheels rolling away from commission

RUTH LIEW  |  TUESDAY, 16 FEB 2010
... education, a house, a wedding or overseas holidays, the AMP Growth Bond would suit someone looking for a disciplined savings plan to progressively save outside of superannuation for themselves and their family." Customers need an initial investment of ...

Russell wins IOOF mandate

RUTH LIEW  |  TUESDAY, 16 FEB 2010
IOOF Holdings has appointed Russell Investments as its investment consultant to help manage its $10 billion multi manager portfolios - a move that puts Russell back in the spotlight on Australia's asset consulting map. Steve Merlicek, chief investment ...

Australian Ethical taps global smart energy

MEDIA RELEASE  |  TUESDAY, 16 FEB 2010
Fund manager Australian Ethical has repositioned its International Equities Trust to focus on global smart energy. The trust has always invested in renewable energy, recycling, efficient transport and other smart energy companies in previous years but ...