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Showing 13001 - 13010 of 18280 results for "Plan"

Matrix cuts licensee fees after profit result

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
Matrix Planning Solutions has cut the licensee fee it charges its financial planning practices - announcing the decision after posting strong full-year numbers. Rick Di Cristoforo, managing director at Matrix, said the group had posted a profit similar ...

Ripoll to headline AFA conference

Members of the Association of Financial Advisers (AFA) will get a chance to discuss the Ripoll Inquiry with the man behind the inquiry himself, after Bernie Ripoll, chair of the Joint Parliamentary Committee on Corporations and Financial Services, agreed ...

Oasis adds two groups and recovers FUM

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
Oasis Asset Management is set to increase the number of active financial planners on its platform by 60 per cent after signing on two new dealer groups and, in six months, saw funds under management (FUM) jump from $3.5 billion to $5.4 billion. Oasis ...

AFS hires Unsworth as regional manager

COMPANY RELEASE  |  TUESDAY, 22 SEP 2009
Australian Financial Services (AFS) has hired former KBC Asset Management executive, Meaghan Unsworth as regional manager for New South Wales and Australian Capital Territory. Unsworth previously worked at Macquarie, Count, Colonial First State and ...

Helmich appointed Future2 chair

COMPANY RELEASE  |  TUESDAY, 22 SEP 2009
Financial Planning Association's (FPA) Future2 Foundation has appointed Steve Helmich, director at AMP Financial Services as trustee and chair. Helmich spent two years as a financial adviser before being appointed WA state manager at AMP Financial Services. ...

The waiting game

BENJAMIN ONG  |  TUESDAY, 22 SEP 2009
... Street waits for its post-meeting statement. Wall Street will be looking for clues in the statement on the US central bank's plan for an exit strategy - when? how? how fast? Wall Street also waits for the G-20 verdict on when, how, how fast they begin ...

Market Wrap - Morning

AAP  |  TUESDAY, 22 SEP 2009
The Australian share market is likely to open lower after most US and European share indices, as well as the price of oil, declined overnight. At 0750 AEST on the Sydney Futures Exchange, the December share price index contract was down 15 points at ...

BT ramps up SMSF offering

COMPANY RELEASE  |  MONDAY, 21 SEP 2009
BT is keeping an eye on the growing SMSF sector, improving BT Wrap to include more SMSF-centric functionalities. Craig Lawrenson, national manager BT Wrap Product and Strategy, said the growth of SMSFs present an enormous opportunity for the financial ...

Regulators tighten grip on hedge funds

RUTH LIEW  |  MONDAY, 21 SEP 2009
The US' Securities and Exchange Commission and UK's Financial Services Authority have announced plans to explore common reporting and regulations of hedge funds - developments that could set the template for Australian hedge fund regulation. The two ...

Of population growth and surpluses

BENJAMIN ONG  |  MONDAY, 21 SEP 2009
... matter. The Treasurer may be right to be concerned about a growing ageing population -- but not population growth per se - and plan for it. Population will grow, that's for sure. They will age. But would get support for their upkeep by the government's ...