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Showing 12781 - 12790 of 18278 results for "Plan"

Brand survey highlights top banks

MICHAEL HOBBS  |  FRIDAY, 11 DEC 2009
A brand survey of the major banks in Australia could shed some light on how consumers may view their wealth management products. Each bank or financial institution distributes wealth management products including superannuation and managed funds to ...

Planners want insurance integration

RUTH LIEW  |  FRIDAY, 11 DEC 2009
The days of planners dealing directly with insurers could be numbered, with new research showing soaring support for platforms and planning software to integrate insurance as part of their services. According to research by Investment Trends, the majority ...

Motorcycle diaries

RUTH LIEW  |  FRIDAY, 11 DEC 2009
From fund managers to top financial planners, some of the industry's biggest guns have one thing in common with their passion for finance - riding motorbikes. Motorcycling is often a hit and miss exercise. You either fall in love with it, or you don't. ...

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
Shadforth Financial Group, one of Australia's largest privately owned financial advice firms with more than $8 billion in funds under advice, has signed a deal with a technology provider to provide direct equity services to clients. The financial advice ...

Zurich to roll out climate change training

MICHELLE BALTAZAR  |  THURSDAY, 10 DEC 2009
... explained that water availability and major disruption in agriculture could increase the florist's overheads. "They can start to plan for that by diversifying where they get their products from, avoid the price spikes and factor issues such as the cost ...

ETFs slash fund fees to 15bp

ALEX DUNNIN  |  THURSDAY, 10 DEC 2009
... Australian trustees looking to slash fees should have a good look at the US public sector quasi-industry fund, the Thrift Savings Plan, that uses Exchange Traded Funds (ETF) to deliver total fees of just 0.15 per cent. Thrift is a US pension fund used ...

Westpac Super improves insurance

RUTH LIEW  |  THURSDAY, 10 DEC 2009
... of salary," the fund said in a statement. The new cover began 8 December and applies to all employees in the accumulation plan within Westpac Staff Super. The fund has also increased the value of the unit of cover for members, and extended insurance ...

Macquarie Wrap notches up 10 years

COMPANY RELEASE  |  THURSDAY, 10 DEC 2009
Macquarie Wrap started with just a handful of staff and a number of managed funds and has grown to over 73,000 active accounts and 650 funds after 10 years. The platform has more than 240 dedicated staff that attend to roughly 40,000 incoming and outgoing ...

Damned either way

BENJAMIN ONG  |  THURSDAY, 10 DEC 2009

Zenith wins AdviceIQ research mandate

COMPANY RELEASE  |  WEDNESDAY, 9 DEC 2009
Zenith Investment Partners has formed an alliance to provide research services to Sydney-based dealer group, AdviceIQ Partners. AdviceIQ was established earlier this year by industry professionals Tony Madden, Angus McLeod and Bronny Speed. Under the ...