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Showing 12811 - 12820 of 18280 results for "Plan"

Financial Wisdom names its best

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
Wealthwise has won the Financial Wisdom 2009 Practice of the Year for the second year running and Adam Watts was awarded Rising Star of the Year. The West Australian-based financial planning firm won the award based on a number of categories including ...

Ripoll rules but confusion reigns

ALEX DUNNIN  |  WEDNESDAY, 2 DEC 2009
While the Ripoll Report is a useful platform for improving Australia's advice industry, it raises more questions than answers and until some of these are defined by the government it will be difficult for wealth managers to properly interpret the report ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
AXA Asia Pacific makes a big push into the SMSFs sector, flags plans to remove all entry, exit and trail commission products from its APLs and unbundle advice fees from product fees on all of AXA's on-sale products. In an investor presentation today ...

BT adds 33 new funds to Wrap Essentials

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Solaris, Integrity and Lazard are some of the new fund managers on BT's Wrap Essentials platform. BT has added 33 new funds to its Wrap Essentials platform, including funds from Ausbil, Solaris, Integrity, Macquarie and Advance. BT Wrap Essentials is ...

Matrix tags NBG for mortgages

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Matrix Planning Solutions has secured a preferential mortgage aggregation arrangement with National Brokers Group (NBG). The partnership supports Matrix advisers with mortgage businesses by giving them access to NBG's lending rates as well as a preferential ...

Walter Scott announces investment successors

PRESS RELEASE  |  TUESDAY, 1 DEC 2009
... firm's investment management group. This management reshuffle is part of McFarlane's and the firm's long-term succession plan. "Alan and the board have put a lot of thought into this decision and have spent considerable time ensuring the right people ...

Virgin Super eyes SME market

MICHAEL HOBBS  |  TUESDAY, 1 DEC 2009
Virgin Super has gained more than $300 million in funds since launching four years ago and plans to target financial planners specialising in small to medium enterprises (SME) to gain more inflows. Matt Baxby, chief executive at Virgin Money Australia ...

Perpetual names super and investment exec

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Perpetual has promoted Michael Miller, former chief financial and operating officer in Perpetual Investments Business Services, as group executive of its superannuation and investment solutions business. Miller has worked at Perpetual for eight years ...

Hunter Hall regains lost ground

MICHAEL HOBBS  |  TUESDAY, 1 DEC 2009
... comes after Hall began an investor presentation in March with an apology for the group's "terrible performance" and devised a plan on how to recover the losses. "To start with, I'd like to apologise to everyone in this room for our terrible performance ...

Advisers want to keep commissions: research

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
Nearly two thirds of financial advisers don't believe commissions should be stamped out, according to research from CoreData that polled over 200 advisers and practice principals. Following the release of the Ripoll Inquiry earlier this month, the research ...