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Showing 12791 - 12800 of 18278 results for "Plan"

Securitor adds planners and expands research

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
Westpac-owned Securitor has grown its number of practices by 16 over the past year and has set in motion a new strategy to offer planners more investment research and aid them in their work. Neil Younger, head of Securitor, said the dealer group, which ...

SSFS ushers Asian Century in $1bn global equities overhaul

MICHELLE BALTAZAR  |  WEDNESDAY, 9 DEC 2009
State Super Financial Services has made a decisive move into emerging markets by carving out 10 per cent of its global equities allocation and transferring it into emerging markets strategies. Oscar Fabian, chief investment officer and general manager ...

Debt load

BENJAMIN ONG  |  WEDNESDAY, 9 DEC 2009
Just when we thought Dubai's Desert Storm was just a one-off, we're now confronted with the shock and awe at more warnings over sovereign credit ratings. Remember the one? Towards the close of November Dubai World dropped a bombshell by announcing that ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 9 DEC 2009
Australian shares are likely to open lower after credit downgrades and warnings directed at several governments, reports showed manufacturing is weak in the UK and Germany, and major US companies announced poor earnings. At 0807 AEDT on the Sydney Futures ...

Still a lucky country: research

MICHELLE BALTAZAR  |  TUESDAY, 8 DEC 2009
Around 40 per cent of Australians expect their household finances to improve next quarter compared with only 3.7 per cent bracing for the worst, research shows. This week industry body IFSA and research firm CoreData have released their quarterly investor ...

AFA doubles in four years

PRESS RELEASE  |  TUESDAY, 8 DEC 2009
The Association of Financial Advisers (AFA) has doubled its membership in four years, growing its ranks by more than 25 per cent this year. Jim Taggart, national president at the AFA, said the association has reacted to member calls for representation ...

Equiti talks to planners regarding stakeholding

MICHAEL HOBBS  |  TUESDAY, 8 DEC 2009
Equiti is negotiating with a number of financial planning practices to give them equity stakes in the group's direct property funds management business. Darren Wise, executive director at Equiti Funds Management, said it has launched an ownership structure ...

Inflation-linked bonds armour against rising risk

COMPANY RELEASE  |  MONDAY, 7 DEC 2009
Planners looking to hedge clients' portfolios against inflation spikes on the horizon should look towards inflation-linked bonds. QIC research has revealed that an inflation spike could be on the horizon, with QIC advising investors, particularly superannuation ...

UK variable annuity sales dive

COMPANY RELEASE  |  MONDAY, 7 DEC 2009
... Andy Saunders, senior consultant at Watson Wyatt. These figures come after Challenger Financial Services' Guaranteed Income Plan gained $91 million in August alone with three and five year annuity terms the most popular. In addition, last year's sales ...

SMSFs turn to advisers

MICHAEL HOBBS  |  MONDAY, 7 DEC 2009
Self managed super fund (SMSF) trustees are twice as likely to use a financial adviser than retail or industry fund members, according to a survey that found more trustees are implementing the advice they receive. The RaboPlus SMSF annual survey, which ...