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Showing 13181 - 13190 of 18280 results for "Plan"

Investors shift more money outside super

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
The increasing number of government reviews and recent Federal Budget changes to super have prompted clients to boost investments outside of super to fund their retirement, said Centric Wealth advisers. According to Anne-Marie Esler, technical services ...

Platypus calls for time out

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
... intend to take some time off to "rest and research", and intends to come back together in the fourth quarter of this year to "plan the future". "We may look to re-build provided we are able to obtain the patronage of a suitable 'big brother' who can ...

Instreet targets Asian equities

PRESS RELEASE  |  WEDNESDAY, 8 JUL 2009
Instreet Investment is looking to add an Asian equity option to the next Link DPA Series. George Lucas, managing director at Instreet Investments, said the planned series would provide investors with exposure to Asian equities, excluding Japan, by tracking ...

Dixon criticises Premium buy-back scheme

MICHAEL HOBBS  |  WEDNESDAY, 8 JUL 2009
Dixon Advisory and Superannuation Services claim the 8 per cent on-market buy back scheme proposed by the Premium Investors board will not provide enough liquidity to shareholders. Yesterday the Premium Investors board announced it plans to conduct ...

US planners prefer fee model: survey

PRESS RELEASE  |  TUESDAY, 7 JUL 2009
US based financial planners are favouring a fee based remuneration model and appreciating the role of education more, according to a survey. A Cerulli Associates and College for Financial Planning survey, found a shift away from commission based remuneration ...

Pengana Asian Equities up 20pc

MICHELLE BALTAZAR  |  TUESDAY, 7 JUL 2009
Pengana's Asian Equities Long Short fund gained 22.5 per cent, net of fees, in the year to June against its benchmark's loss of 6.1 per cent - proof that even in the worst of times, fund managers that make the smart calls can deliver. Not many fund ...

Experts pick top stocks and sectors

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
Financial planners should look towards the mining sector and good value small to mid-cap stocks to boost returns in Australian equities allocations over the next two years, according to industry experts. Craig James, chief equities economist at CommSec ...

Morris steps down sooner

MICHAEL HOBBS  |  TUESDAY, 7 JUL 2009
... step aside after seeing the firm through its first year and a half as a listed entity. "We have just presented the strategic plan for the company to the board and, as a time commitment of around three to five years is intrinsic to this plan, I have decided ...

Desktop Broker signs on 17 clients

RUTH LIEW  |  TUESDAY, 7 JUL 2009
Direct equities trading platform Desktop Broker has recruited 17 dealer groups to use its services since February this year - partly driven by the firm's "10 business days or less" payment system. Desktop Broker, which has links with ASX-listed Bell ...

Tasplan signs UN PRI

COMPANY RELEASE  |  MONDAY, 6 JUL 2009
... superannuation members." A media statement from the fund noted that Mark Williams, investment manager of Tasplan, prepared a detailed plan on how Tasplan would fulfill its commitment to the principles. He was also involved in formulating ESG policies ...