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Showing 13011 - 13020 of 18280 results for "Plan"

Managers reverse stance on Euro equities

COMPANY RELEASE  |  FRIDAY, 18 SEP 2009
... global fund manager survey has found renewed confidence in the European equities, with figures showing more fund managers plan to be overweight the region in the next year. The Merrill Lynch Survey of Fund Managers conducted in September found just 1 ...

Population explosion to reshape wealth and pension

MICHELLE BALTAZAR  |  FRIDAY, 18 SEP 2009
Financial planners and super funds will be catering for a much bigger market than previously thought, after Treasurer Wayne Swan said the population could grow to 35 million by 2049, much higher than earlier estimates of around 28 million. Speaking ...

Sunsuper grows member appeal through advice

MICHAEL HOBBS  |  FRIDAY, 18 SEP 2009
Sunsuper's pension product has attracted 70 new members and roughly $20 million in inflows every month thanks mainly to its new financial planning program. The fund's pension, Today and Tomorrow, hit the $500 million mark in funds under administration ...

Paragem to drive process improvement

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
Paragem Dealer Services has appointed a former Coin manager Esther Moseley to the newly created role of head of process improvement for advice practices. Moseley will be in charge of reviewing the workflow and software configuration of over 190 clients ...

RetireInvest hires Strategy Steps

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
ING-backed RetireInvest has appointed financial planning strategy firm, Strategy Steps, as its outsourced technical experts. Strategy Steps will provide RetireInvest with technical updates, training and financial planning strategies. The firm is an ...

Guardian appoints regional manager

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
Guardian Financial Planning has appointed former Firstchoice national manager Jason Jones as its new regional development manager for Victoria, New South Wales and Western Australia. "Jason has a strong background in business development and managing ...

Switching super funds on the rise: survey

MICHAEL HOBBS  |  WEDNESDAY, 16 SEP 2009
The number of active super fund members looking to switch funds has risen over nine months to July, with the number of industry fund members thinking of changing funds almost doubling, a survey found. An Investment Trends report found the number of ...

Zurich launches heart awareness campaign

COMPANY RELEASE  |  WEDNESDAY, 16 SEP 2009
Zurich is launching a heart health awareness campaign directed at financial advisers to help clients learn about heart-related diseases risks. Men fare worse than women with this distorted perception on their health status, according to results released ...

Spam levels threaten inbox safety

MICHAEL HOBBS  |  WEDNESDAY, 16 SEP 2009
Financial planners should have a good look at whether their internet security is up to date after a technology firm found the amount of spam on the internet rose by 192 per cent in a year. Security firm, Symantec, found the amount of spam on the internet ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 16 SEP 2009
... Tuesday Australian shares finished steady after giving up earlier gains, weighed down by news of the federal government's plan to break up Telstra. The benchmark S&P/ASX200 index closed up 9.2 points, or 0.2 per cent, at 4540.3, while the broader All ...