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Showing 12881 - 12890 of 18280 results for "Plan"

Super about national not personal savings: Morgan

RUTH LIEW  |  WEDNESDAY, 11 NOV 2009
... remains to be seen whether or not the GFC has truly passed, but industry professionals looking to learn from the past and plan for the future will need to be humble and flexible in their strategic forecasts. "First, [we need] to have humility in our ...

Treasury Group to announce Souls strategy

MICHAEL HOBBS  |  WEDNESDAY, 11 NOV 2009
Treasury Group has bought Souls Funds Management and plans to announce a new investment team line-up following the resignation of the fund manager's chief investment officer, Frank Villante, this month. Mark Burgess, managing director at Treasury Group ...

ING improves OneAnswer platform

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
ING Australia's OneAnswer platform has enhanced its online functionality, access to ING MoneyForLife and an expanded investment menu. The most recent enhancement includes access to Australia's first guaranteed lifetime income solution - ING MoneyForLife. ...

IMAP elects chair

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
The Institute of Managed Accounts Providers (IMAP), the industry body for managed accounts professionals, has appointed Toby Potter, one of the industry's pioneers, as chair. Tracy Byrne, who helped establish IMAP, is stepping down as chair but will ...

Decimal updates online super advice system

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
Decimal has updated its service to superannuation funds looking to provide intra-fund advice using its Smart Calculator, which it believes will allows funds to engage members more effectively. Smart Calculator provides financial scenario generators ...

Age of greener capitalism

MICHELLE BALTAZAR  |  TUESDAY, 10 NOV 2009
Natural Capital joins a nascent group of fund managers hell-bent on saving the planet by backing companies that put the environment first, profits second. Sustainable investing, called by any other name, has been around for decades. But Angus Forbes ...

Opt out, bailed out

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 10 NOV 2009
The latest ruling against three people posing as "financial advisers" when they weren't licensed as advisers at all exposes the flaw in the current legislative regime where unlicensed professionals can operate outside strict compliance laws Marianna ...

Perkovic moves from Count to CFS

MICHAEL HOBBS  |  TUESDAY, 10 NOV 2009
Marianne Perkovic, has left her role as chief executive at Count Financial, to join Colonial First State as general manager of distribution. Perkovic worked at Count Financial for over 11 years across several management roles including general manager ...

Alcock leaves Vanguard

COMPANY RELEASE  |  TUESDAY, 10 NOV 2009
Ian Alcock, managing director at Vanguard Investments Australia, has resigned to pursue other business interests outside of the firm. Jeremy Duffield, chair at Vanguard Investments Australia, will act as managing director until the firm finds Alcock's ...

ING wins $1bn employer super book

MICHAEL HOBBS  |  TUESDAY, 10 NOV 2009
ING Australia is transitioning the Legg Mason Corporate Super Mastertrust book, which represents $1 billion in funds under management across 20,000 member accounts, to the firm's Corporate Super suite. The firm won the trusteeship of Legg Mason Asset ...