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Showing 13091 - 13100 of 18280 results for "Plan"

Centric Wealth signs on XPLAN

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
Centric Wealth Advisers has entered into an agreement with IRESS to deploy the tech firm's web-based adviser desktop, XPLAN. "Following a strategic review of systems, extensive input from our adviser team, and a formal market analysis, IRESS was chosen ...

Investors want more Centrelink

RUTH LIEW  |  FRIDAY, 14 AUG 2009
Investment growth may be important - but top of mind for many investors now is the fear that their age pension may be slashed by Centrelink, said Suncorp Financial Planning. David Carter, executive general manager of advice solutions at Suncorp, said ...

Institute appoints super head

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
The Institute of Chartered Accountants in Australia has appointed Liz Westover as head of superannuation. Prior to joining the institute, Westover was senior manager, superannuation division at KPMG, responsible for consulting on corporate funds, companies ...

Retirees want funds that last a lifetime

MICHELLE BALTAZAR  |  THURSDAY, 13 AUG 2009
Investment products that will be in hot demand in the future, such as lifetime annuities, are in short supply - but not for long. Today the peak body for retirees, National Seniors Australia, welcomed news that the Henry review will look at new income ...

AXA ramps up million-dollar insurance strategy

MICHAEL HOBBS  |  THURSDAY, 13 AUG 2009
AXA Australia's multi-million dollar investment in its financial protection business appears to be paying off with new business rising 23 per cent to $58 million and the firm now ranked in the top four across product, new business and underwriting categories. ...

FPA and SPAA sign MOU

COMPANY RELEASE  |  WEDNESDAY, 12 AUG 2009
The industry body for self-managed super funds (SPAA) and for financial planners (FPA) have joined forces to develop policies that will help shape the SMSF sector. Both associations signed a memorandum of understanding (MOU) to work together on policy ...

State Super members hungry for advice

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
... super, among other initiatives. This high engagement could also stem from the fact that a large majority of the respondents plan to retire in the next 10 years. Around 90 per cent of people said they planned to retire within a decade. State Super Financial ...

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
Standard & Poor's has awarded inaugural ratings to six separately managed account products - a move that could help advisers make better informed decisions when selecting SMAs for clients. S&P has given four stars to the Ausbil Australia Concentrated ...

Apostle adds to client service team

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
Apostle Asset Management has hired Lucinda Hill in a client servicing role. Hill joins Apostle Asset Management from UK-based Renaissance Investment Management where she worked in a number of client servicing roles with high-end clients. "This has been ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
While there is incessant debate on how the planning industry can lift its governance standards to better protect consumers, there is little talk about the future for paraplanners, but that could soon change. Bloch said paraplanners shouldn't have to ...