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Showing 13031 - 13040 of 18280 results for "Plan"

FOS swamped with complaints

MICHAEL HOBBS  |  MONDAY, 14 SEP 2009
The Financial Ombudsman Service (FOS) is changing how it deals with investments, life insurance and superannuation complaints to cope with rising complaint volumes, particularly in financial planning. The service noted it saw a 77 per cent increase ...

Free planning for members in need: Equipsuper

RUTH LIEW  |  FRIDAY, 11 SEP 2009
Equipsuper is hoping to give peace of mind to members in need by taking the extraordinary step of providing free planning services to members facing terminal illness. Equipsuper has introduced a new free service to members confronted with terminal illness ...

Evans and Partners signs on to IRESS

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
Evans and Partners, a Melbourne-based investment advisory firm, has gone live with the full range of integrated IRESS products. Together, IRESS and Evans and Partners implemented the change of technology over a period of eight weeks. Within the integrated ...

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
Zenith Investment Partners has entered a strategic alliance to provide research services to Queensland-based Planwealth. "Planwealth undertook extensive due diligence on external research providers before confirming its decision to select Zenith," said ...

Credit Suisse launches all-round fund

MICHAEL HOBBS  |  FRIDAY, 11 SEP 2009
Credit Suisse is ticking all the boxes for financial planning clients looking to re-enter investment markets with a capital protection product that provides exposure to Australian shares, resources stocks and Chinese securities. The Credit Suisse Performance ...

ABN AMRO morphs into RBS Morgans

COMPANY RELEASE  |  THURSDAY, 10 SEP 2009
ABN AMRO Morgans will be rebranded to RBS Morgans - a name change reflecting the Royal Bank of Scotland's (RBS) commitment to its 50 per cent shareholding in the company. Managing director Brian Sheahan said the firm has over 450 advisors and 54 offices ...

CFS saves $4m in prod costs

COMPANY RELEASE  |  THURSDAY, 10 SEP 2009
Colonial First State is expected to save more than $4 million in production, distribution and power costs after switching to electronic documentation to correspond with clients and investors. The Planet Ark pilot program, PaperCutz 4 Planet Ark, has ...

Depends on the data

BENJAMIN ONG  |  THURSDAY, 10 SEP 2009
You know Australia is back to normal when "they will, they won't" speculation on interest rates returns a major sport. This is usually accompanied by "they will earlier, they will later" betting with every economic data release providing evidence for ...

Identity thieves target planner clients

RUTH LIEW  |  WEDNESDAY, 9 SEP 2009
Do you save your clients' details correctly, or keep their information under lock and key? Planning firms, like many other Australian businesses, are increasingly targeted by criminals looking to steal clients' personal details. According to Crime Stoppers ...

Centric Wealth chief quits

RUTH LIEW  |  WEDNESDAY, 9 SEP 2009
The chief executive of planning firm Centric Wealth, Michael Pillemer, resigned last weekend after negotiations to renew his contract fell through. Pillemer, who spent seven years at the planning firm, left the company during the weekend after his contract ...