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Showing 12741 - 12750 of 18278 results for "Plan"

Kosmos wins $50m from Maritime

RUTH LIEW  |  FRIDAY, 22 JAN 2010
... currently has $700 million invested in Australian equities. Meanwhile, the transfer of the Teekay Shipping Superannuation Plan to Maritime Super has progressed smoothly, said Robertson. The transfer occurred on 1 January. Maritime Super was formed on ...

DKN buys BMG stake

COMPANY RELEASE  |  FRIDAY, 22 JAN 2010
DKN Financial Group has bought a 32 per cent stake in BMG Partners and BMG Financial Planning, a long-term Lonsdale Financial Group associate. This is the first equity investment made by DKN in a Lonsdale practice since the merger of DKN and Lonsdale ...

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
Ongoing regulatory reviews are casting a shadow on the succession plans of financial advisers due to retire in the next few years, placing a big question mark on how they can value their business. Craig Meldrum, national manager in technical services ...

Manion leaves ipac

COMPANY RELEASE  |  FRIDAY, 22 JAN 2010
Sally Manion, head of ipac Financial Planning is leaving the firm next month while an executive search is underway for a new general manager ipac Financial Planning. In an email to ipac's equity partners, Neil Swindells, ipac chief executive, said Manion ...

CFS signs distribution deal with Aspect

MICHAEL HOBBS  |  FRIDAY, 22 JAN 2010
Colonial First State has signed an exclusive alliance with Aspect Capital to distribute the investment manager's products in Australia and New Zealand. Aspect Capital specialises in futures trading that seeks to provide consistent returns across more ...

Shadow shop reveals service gap among planners

MICHAEL HOBBS  |  THURSDAY, 21 JAN 2010
A secret "shadow shopping" exercise on the services provided by the Industry Funds Financial Planning (IFFP) group found their advisers are not as good as independent financial advisers (IFAs) and bank-aligned planners. The CoreData report, The Industry ...

Macquarie rolls out capital protection

COMPANY RELEASE  |  THURSDAY, 21 JAN 2010
Macquarie Global Investments has teamed up with the UK's Winton Capital Management to cater for advisers looking for new options in capital protection products. MGI launched the Winton Global Opportunities Trust 2 today, a product that gives investors ...

GESB reaches $10b milestone

RUTH LIEW  |  THURSDAY, 21 JAN 2010
... "Our ability to do this at low cost means that our 313,000 members across metro and regional Western Australia are able to plan, build and manage their retirement savings more effectively," said Dolin in a press statement. Reaching $10 billion means ...

Celeste FM 'better placed': Villante

MICHAEL HOBBS  |  THURSDAY, 21 JAN 2010
Frank Villante, chief investment officer at Celeste Funds Management, formerly Souls Funds Management, said the business is better placed than it was prior to Treasury Group buying a stake in the business in November last year. This comes after Villante ...

Market Wrap - Morning

AAP  |  THURSDAY, 21 JAN 2010
Australian shares are likely to open lower after global equity markets and commodities slumped overnight on concerns that the economic recovery will take longer than hoped to take hold. At 0830 AEDT on the Sydney Futures Exchange, the March share price ...