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Showing 12751 - 12760 of 18278 results for "Plan"

AdminPARTNERS to target midsized funds

MICHELLE BALTAZAR  |  WEDNESDAY, 20 JAN 2010
The newly-renamed superannuation funds administrator AdminPARTNERS has big plans for the midsized superannuation market and, this year, it hopes to tailor similar services for fund managers, too. AdminPARTNERS was previously known as GPen before it ...

Mandatory online schooling for trustees

RUTH LIEW  |  WEDNESDAY, 20 JAN 2010
Ireland's Pensions Board has launched an e-learning system that mandates trustees to undertake professional training every two years - a step some argue could be the way forward for Australian trustees. From 1 February 2010, Irish trustees are expected ...

Macquarie wins mandate from Mexico

RUTH LIEW  |  WEDNESDAY, 20 JAN 2010
... domestic infrastructure portfolio and contribute to the nation building goals set out in the government's infrastructure plan." Macquarie Group's Capital Funds division manages more than $131 billion in assets around the world, with 47 listed and unlisted ...

Clearview technical manager jumps to FPA

COMPANY RELEASE  |  WEDNESDAY, 20 JAN 2010
The Financial Planning Association has appointed former Clearview technical services manager Dante De Gori as general manager policy and government relations. FPA chief executive, Jo-Anne Bloch, said De Gori has participated in numerous FPA Committees ...

FinaMetrica rides regulatory wave

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
UK financial services regulatory reforms opened a new market for Australian-based FinaMetrica, a firm that provides financial advisers with a tool to assess their clients' risk tolerance. Paul Resnik, chief executive at FinaMetrica, said regulatory ...

Easier payments for advice: ANZ

RUTH LIEW  |  TUESDAY, 19 JAN 2010
ANZ Staff Super is making it easier for members to access financial planning - teaming up with ANZ Financial Planning to allow payment for advice debited straight from members' super accounts. According to ANZ Staff Super, the agreement will give eligible ...

Bonds need a double dip

BENJAMIN ONG  |  TUESDAY, 19 JAN 2010
... government may need to offer higher yields to continue attracting investors to fund this deficit. Even more so if the Fed's plan to unwind its quantitative easing program on April 2010 proceeds as scheduled. This argument may be rational but could also ...

AMP broadens risk profile

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
In a sign of the times, one of the country's largest planning groups has expanded its risk profiling tool to accommodate seven types of risk profiles instead of five - adding "short duration" and "cautious" to the mix. Previously, AMP's risk profile ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
Research house van Eyk has signed a three-year contract with dealer firm Sentry Group, which has over $2 billion in funds under management. The deal gives Sentry's more than 185 practices, which encompass 330 financial advisers, access to iRate, van ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
Platform and financial services provider, netwealth, has bought national dealer group, Bridgeport Financial Services - marking the company's foray into owning planning practices directly. Bridgeport has offices in Adelaide, Melbourne, Sydney, Canberra ...