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Showing 13121 - 13130 of 18280 results for "Plan"

Hyperion targets retail market

COMPANY RELEASE  |  MONDAY, 3 AUG 2009
Hyperion Asset Management has selected one of the firm's owners, Pinnacle Investment Management, as its retail distributor. Manny Pohl, managing director at Hyperion Asset Management, said Pinnacle Investment Management was a natural choice given the ...

Telstra Super fights fraud through tech

RUTH LIEW  |  MONDAY, 3 AUG 2009
New security questions and stronger member protection - the $9 billion Telstra Super is combating fraud by implementing tougher technology barriers to make its transaction services safer for members. According to a media statement, Telstra Super's member ...

AMP clients buy more insurance

RUTH LIEW  |  MONDAY, 3 AUG 2009
Planners have found that many of their clients are more inclined to accept insurance advice and take new or additional cover following the global financial crisis, said Michael Guggenheimer, managing director of AMP Financial Planning. "Obviously in ...

Morgan Stanley forum aids women advisers

RUTH LIEW  |  MONDAY, 3 AUG 2009
Are you a woman keen to succeed in financial planning? Introducing the Women Financial Advisors Forum launched by Morgan Stanley Smith Barney - a blog for women to discuss the challenges and triumphs of being an adviser. The blog is specifically targeted ...

ASFA awards top super funds in comms

RUTH LIEW  |  FRIDAY, 31 JUL 2009
QSuper, Russell Investments and AUSCOAL Superannuation Fund were among of the top Australian superannuation funds recognised at the ASFA Communications awards held yesterday. All three funds won in the 'Excellence in Member Communication' category this ...

Mercer's self employed advice strategy falls short

MICHAEL HOBBS  |  FRIDAY, 31 JUL 2009
Mercer Wealth Solutions' strategy to sign self-employed financial planning practices has netted only two practices in a year, well short of the expected 12 practices flagged last year. Mercer Wealth Solutions launched its self-employed financial planning ...

Adviser education bar too low

RUTH LIEW  |  FRIDAY, 31 JUL 2009
Qualifying to become an adviser is far too easy and the bar should be raised higher, especially for young hopefuls looking to enter the industry, said a panel of advisers. Brad Fox, a partner at Nixon Fox & Wills and a panelist at the AFA National Roadshow ...

Sunsuper extends planning service

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... for more regular phone advice, an extra $200 for a face to face planning session and $1,200 for a comprehensive financial plan. Sunsuper members can pay for the service using their superannuation money. The super fund currently has 15 financial planners ...

Aviva names SMA model managers

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
Aviva has appointed five fund managers including Ausbil Dexia, Goldman Sachs JBWere and Perennial Investment Partners to provide eight different models on the firm's separately managed account (SMA). The SMA model manager line-up, which also includes ...

Van Eyk appoints CEO and board

COMPANY RELEASE  |  THURSDAY, 30 JUL 2009
Financial planning research and ratings firm, van Eyk, has appointed Mark Thomas as chief executive, while Stephen van Eyk, managing director and chair, has moved to be executive chair. The firm also appointed two new non-executive directors including ...