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Showing 13051 - 13060 of 18280 results for "Plan"

Russell signs UN PRI

COMPANY RELEASE  |  FRIDAY, 4 SEP 2009
Russell Investments has become a signatory of the United Nations' Principles for Responsible Investment (UN PRI). "Russell became a UN PRI signatory in recognition of the increasingly widespread client demand for strategic advice and solutions that ...

UniSuper appoints key advice execs

COMPANY RELEASE  |  FRIDAY, 4 SEP 2009
UniSuper appointed Jason Holandsjo as manager of operations & product and Alex Aracas as national practice manager in the super fund's financial advice department. Holandsjo joins UniSuper from Australian Unity Personal Finance Services where he worked ...

Asian equities approach fair value

MICHAEL HOBBS  |  FRIDAY, 4 SEP 2009
Financial planners may want to reassess their clients allocation to Asia's emerging markets as one investment specialist reckons Asian equities are no longer cheap. Stuart James, senior investment specialist at Aberdeen Asset Management, said Asia's ...

Duffield takes global role, Alcock promoted

COMPANY RELEASE  |  THURSDAY, 3 SEP 2009
Jeremy Duffield, managing director of Vanguard Investments Australia, has been promoted to a global role within the firm as managing director, international planning & development with Ian Alcock assuming his previous position. Duffield will be responsible ...

MAP partners with Heritage Building Society

RUTH LIEW  |  THURSDAY, 3 SEP 2009
MAP Funds Management has formed a strategic partnership with Heritage Building Society that will see MAP provide Heritage with superannuation investment products and financial planning services. According to a statement on the fund's website, the deal ...

Asteron expands sales

COMPANY RELEASE  |  THURSDAY, 3 SEP 2009
Stewart Pender and Jarrad Wilson have been appointed sales development consultants at Asteron. Pender comes from a background in financial services recruitment, specialising in financial planning. In his new role Pender will be working in partnership ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
Planners have only until the end of next week to submit their entries to the Financial Planning Association of Australia's (FPA) 2009 Value of Advice Awards. The VOA Awards recognise FPA members who demonstrate 'best practice' financial advice for their ...

ING appoints life risk sales BDM

COMPANY RELEASE  |  WEDNESDAY, 2 SEP 2009
ING Australia appointed Gerard Hayes as business development manager - life risk in Western Australia. Hayes has more then a decade of financial services experience, joining ING Australia from ITC where he worked as a regional sales manager for Western ...

High expectations, low satisfaction on super advice

ROY MORGAN RELEASE  |  TUESDAY, 1 SEP 2009
More people are satisfied with superannuation advice from accountants than from independent financial advisers (IFAs), the latest research from Roy Morgan shows. The firm tracked consumer satisfaction with the financial performance of superannuation ...

Market recovery emphasises quality managers

MICHAEL HOBBS  |  MONDAY, 31 AUG 2009
The recent sharemarket recovery has highlighted the need for financial planners to be even more vigilant when choosing a managed Australian equity fund. Rainmaker data found the average top 50 active Australian equities fund lost over 2 per cent while ...