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Showing 12731 - 12740 of 18278 results for "Plan"

AMP and Hillross pledge $18,900 to charity

COMPANY RELEASE | THURSDAY, 28 JAN 2010

AMP and Hillross financial planners have pledged $18,900 to the Future2 Foundation, a charity that supports the financially under-privileged. The group's financial planners pledged donations by placing a 'leaf', which represents a $100 donation, on ...

One down, more to go

BENJAMIN ONG | THURSDAY, 28 JAN 2010

There were no surprises contained in the Fed's statement after it concluded its two-day FOMC meeting overnight. Wall Street breathed a sigh of relief. One down! "The Committee will maintain the target range for the federal funds rate at 0 to 1/4 percent ...

Market Wrap - Morning

AAP | THURSDAY, 28 JAN 2010

Australian stocks are expected to open higher on Thursday with the Federal Reserve's positive statements about the state of the economic recovery in the US driving gains on Wall Street. At 0804 AEDT on the Sydney Futures Exchange, the March share price ...

130/30 strategies slammed for high fees

MICHAEL HOBBS | WEDNESDAY, 27 JAN 2010

Some Australian equity extension fund managers, which include 130/30 investment strategies, are charging excessive fees for poor performance, according a report. The van Eyk Australian Equities Extension Sector review of more than 10 fundamental and ...

Tower hires former AIA exec

COMPANY RELEASE | WEDNESDAY, 27 JAN 2010

TOWER Australia has appointed former AIA executive Niall McConville as national dealership manager. He will join TOWER Australia in May and initially work out of the Melbourne offices with plans to relocate to Sydney at a later date. McConville joins ...

Retirement savings gap to reshape Aussie workforce

MICHELLE BALTAZAR | WEDNESDAY, 27 JAN 2010

... to work past the average retirement age of 60, creating new challenges for planners when mapping out the right financial plan. According to a survey of more 1,200 people last October, a high 35 per cent of Australians expect to continue working past ...

Five Oceans gains China and India fund mandate

MICHAEL HOBBS | WEDNESDAY, 27 JAN 2010

Five Oceans Asset Management has been selected by financial planning group Garnaut Private Client Advisers to manage its China and India investment fund. Ross Youngman, chief executive at Five Oceans Asset Management, said Garnaut Private Clients had ...

Legalsuper reviews financial planning services

RUTH LIEW | MONDAY, 25 JAN 2010

The $1 billion-plus legalsuper is reviewing its financial planning services - including its relationship with Industry Funds Financial Planning - to boost member usage of the fund's advice offerings. Andrew Proebstl, chief executive of legalsuper, said ...

Market Wrap - Midday

AAP | MONDAY, 25 JAN 2010

The Australian share market was down more than one per cent at noon with falls across the major banks and resources sector, following concern about plans by US President Obama to reform the banking sector. At 1200 AEDT, the benchmark S&P/ASX200 index ...

Unlisted property continue to pose liquidity headaches

JOHN KAVANAGH | FRIDAY, 22 JAN 2010

Changes to the liquidity of unlisted property securities has become a big portfolio construction issue for fund trustees, financial planners and investors. The move late in 2008 by a number of unlisted property fund managers to freeze redemptions has ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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