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Showing 12951 - 12960 of 18280 results for "Plan"

Coin signs Suncorp Life for three yrs

COMPANY RELEASE  |  TUESDAY, 13 OCT 2009
Coin Software has signed a second three-year agreement with Suncorp Life. Suncorp Life includes Guardian Financial Planning, Cameron Walshe, Suncorp Corporate Agents and Suncorp Bank Financial Planners, which represents over 400 advisers and staff. ...

Bassanese backs Aus eqs and LPTs

MICHAEL HOBBS  |  TUESDAY, 13 OCT 2009
Pennywise Investment, an exchange traded fund (ETF) specialist developed by economist David Bassanese, is keeping an overweight position in Australian equities and local listed property, despite some experts saying the market is overvalued. Bassanese ...

Market Wrap - Morning

AAP  |  TUESDAY, 13 OCT 2009
The Australian sharemarket is expected to open slightly higher as US and European markets rose on encouraging earnings reports. Local resources stocks are also likely to be stronger due to higher commodity prices. At 0728 AEDT on the Sydney Futures ...

Financial Facts rumoured to close shop

RUTH LIEW  |  MONDAY, 12 OCT 2009
ING-backed research house Financial Facts is rumoured to be closing shop following the acquisition of ING's wealth management business by ANZ - a rumour an ING spokesperson has denied. Financial Facts, which provides services to advisers from Tandem ...

Thin line between values and money

MICHELLE BALTAZAR  |  MONDAY, 12 OCT 2009
... available that can help financial planners find out their client's core values and use that information to design a financial plan that is realistic in the long run. Speaking at an adviser conference last week, financial adviser Rob Musgrave, who runs ...

Canada plan in talks to buy Livingston

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
The Canada Pension Plan Investment Board has entered a consortium with private equity firm Sterling Partners to buy Livingston International Income Fund. According to Livingston's website, the firm - through its operating subsidiaries - is Canada's ...

Realindex hits $1 bn FUM

MICHAEL HOBBS  |  MONDAY, 12 OCT 2009
Colonial First State index investment subsidiary, Realindex Investments, has tipped over the $1 billion funds under management mark in under a year and hired a portfolio manager. The firm, a partnership between Colonial First State and California-based ...

The shrinking big dollar

BENJAMIN ONG  |  MONDAY, 12 OCT 2009
... unsourced UK press report that China, Russia, the Gulf Arab States, and France convened a secret meeting to develop a multi-year plan to dump the US currency and replace it with a basket of euro, yuan, yen and the Gulf Common Currency. The named countries ...

UK platform assets rise 25 pc

COMPANY RELEASE  |  FRIDAY, 9 OCT 2009
In a sign that UK investors could be more confident in the local equity market, one of the largest independent financial planning platforms in region has hit over $30 billion in assets under administration, rising by 25 per cent since the start of the ...

Financial advisers need more support: Wright

MICHAEL HOBBS  |  FRIDAY, 9 OCT 2009
The financial advice industry should provide more support and counseling services to financial advisers that are over-stressed, said an industry executive who criticised the industry's response to assisting its advisers. Kylie Wright, partner at Ulton ...