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Showing 12941 - 12950 of 18280 results for "Plan"

Trust completes business review

COMPANY RELEASE  |  THURSDAY, 15 OCT 2009
... trustee services," said Aitkin. "Our vision is to be Australia's pre-eminent trustee." He said the strategy's budget and plan is still being drafted but speaking to corporatefile, he said there's a lot of demand for the company's responsible entity service. ...

Chinese Australians return to the East

RUTH LIEW  |  THURSDAY, 15 OCT 2009
Chinese Australian investors have never been far from their Chinese roots and portray a different investment mindset to the average Australian investor, as many yearn for bigger exposures to Asia, according to one specialist fund manager. Jonathan Wu ...

Asian instos question external managers

COMPANY RELEASE  |  THURSDAY, 15 OCT 2009
... managers. Fast-forward 12 months and those plans have largely evaporated. In 2009, only 15 per cent of institutions say they plan to outsource additional offshore assets and 18 per cent say they expect to increase the amount of onshore assets managed ...

Bond index returns beat active managers

MICHAEL HOBBS  |  THURSDAY, 15 OCT 2009
Financial planners should rethink how they invest in Australian bonds after research found active managers underperformed the benchmark more than 94 per cent of the time over three and five years. The Vanguard study, which drew research from Standard ...

Prevention better than the cure: Asteron

MICHELLE BALTAZAR  |  WEDNESDAY, 14 OCT 2009
... new program comes after Asteron's market research that indicated their clients are more likely to follow through with the plan if it can all be monitored online and in their own time. But more than just another web initiative, Asteron's general manager ...

ANZ recruits retirement specialists

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
ANZ has recruited and trained an army of employees to fill a new role; retirement banking specialist, to assist customers prepare for retirement. A retirement banking specialist, while trained to highlight what's available to the bank's customers, do ...

FIIG hires ex-Goldman Sachs exec

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
FIIG Securities has appointed former Goldman Sachs fixed income executive Simon Ward as associate director in fixed income sales, based in its Sydney office. In his new role, Ward will be responsible for buying and selling the full range of fixed-income ...

Sentry buys AFG Financial Planning

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
National dealer group Sentry Group has acquired the financial planning arm of Australia's largest mortgage broker, Australian Finance Group - bringing Sentry's funds under advice to $2.2 billion. ING Australia-backed Sentry Group acquired Australia ...

Rev mortgage market continues to grow

MICHAEL HOBBS  |  TUESDAY, 13 OCT 2009
Australia's reverse mortgage market has grown five per cent in the six months to June with total outstanding funding representing $2.6 billion but the number of new borrowers has declined, a study found. The Deloitte SEQUAL Reverse Mortgage Study found ...

AIOFP elects new board for PCM

MICHELLE BALTAZAR  |  TUESDAY, 13 OCT 2009
Members of the Association of Independently-Owned Financial Planners (AIOFP) have elected a new board to oversee its product manufacturing arm, Personal Choice Management, ahead of a bidding war on which platforms will manage around $4 billion of fund ...