Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 123 results for "Plan B"

Market wrap - morning

AAP  |  THURSDAY, 12 JUL 2007
... data for June and the The Melbourne Institute index of consumer inflation expectations is due. Wealth management group Plan B lists on the Australian stock exchange. Tumbling US stocks, profit-taking and lower metal prices combined to send the Australian ...

InvestorWeb research for sale?

It is understood that the sale document for InvestorWeb, the managed funds research arm of IWL, is circulating in the market two months after IWL divested its financial software business VisiPlan. As reported previously by Financial Standard, InvestorWeb ...

Value planners on profitability, not scale

... the financial planning sector has finally reached the stage where many industry players are making a beeline for the ASX. Plan B, Storm Financial and Centric have all announced intentions to list while other major dealer groups are believed to be sounding ...

Daily economic round-up

PETER BELL  |  FRIDAY, 23 FEB 2007
Average weekly earnings data from the Australian Bureau of Statistics released yesterday showed that in seasonally adjusted terms full-time adult ordinary time earnings rose by 0.7 per cent during the period from August to November last year. This meant ...

XPLAN leads the sector with PlanTech acquisition

HAMISH MADDEN  |  MONDAY, 25 SEP 2006
XPLAN Technology has acquired PlanTech Consulting for $15 million with the combined revenues propelling XPLAN to number one in the space. IRESS Market Technology released details of the acquisition to the market this morning. The move boosts XPLAN revenue ...

Plan B snaps up second NZ planning business

KATE HAGE  |  WEDNESDAY, 20 SEP 2006
Western Australian based financial planning group Plan B has continued to stretch out over the Tasman with the acquisition of its second New Zealand based planning firm in a fortnight. Plan B has snapped up boutique planning firm, Rutherford Rede (Northland) ...

Plan B buys NZ private banker

Perth based financial planning group Plan B enjoyed working with NZ based Strategic Asset Management (SAM) so much it decided to buy the mid-size private banking firm for an undisclosed sum early this month. Plan B, which was set up by founder Bryan ...

XPLAN in demand

HAMISH MADDEN  |  FRIDAY, 25 AUG 2006
IRESS, the parent of financial planning software provider XPLAN Technology, has reported its annual results, highlighting that the XPLAN model continues to gather pace with further growth expected as profitability ramps up. Adjusted profit for the group ...

Inaction is not the best action

... re-invest it in other asset classes or pour new funds into asset classes that haven't been included in their portfolio. Plan B, a wealth management advisory firm with more than 19,000 clients in Australia and New Zealand, reinforced Bryant's view when ...

Depreciation changes boost property investment

ALEX DUNNIN  |  FRIDAY, 7 JUL 2006
... returns regardless of what the headline gross-returns may be. This focus has been championed recently by Vanguard, Navigator, Plan B, van Eyke, Maple-Brown Abbott, and the emerging managed accounts sector.