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Showing 13191 - 13200 of 18280 results for "Plan"

Fin services back associations

MICHAEL HOBBS  |  MONDAY, 6 JUL 2009
Financial services institutions and professionals continue to throw their support behind associations and industry bodies such as the FPA, ASFA and SPAA despite pressure to cut costs. The Financial Planning Association (FPA), Association of Superannuation ...

Matrix adds ETFs to APL

PRESS RELEASE  |  MONDAY, 6 JUL 2009
Matrix Planning Solutions has added the Aurora Sandringham Dividend Trust, a number of iShares exchange traded funds (ETFs) and two State Street SPDR ETFs to the group's approved product list. The group's approved product list will now include the State ...

FPA extends free online advice service

FPA RELEASE  |  FRIDAY, 3 JUL 2009
The Financial Planning Association's (FPA) Ask an Expert online advice service will be available until the end of this month. The initiative was launched last month as part of FPA's Financial Planning Week. Volunteer advisers are on hand to answer basic ...

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
The Association of Financial Advisers (AFA) is again calling for Treasury to restrict the term 'financial adviser' amid a barrage of negative media reports on the planning industry. Richard Klipin, chief executive of the AFA, said the term 'financial ...

Countplus buys first Sydney practice

COMPANY RELEASE  |  FRIDAY, 3 JUL 2009
Countplus has bought a 25 per cent stake in St Leonards-based MBT Accounting Services - marking the first purchase of a Sydney-based firm. Count Financial Limited's wholly owned subsidiary, Countplus Pty Ltd, has settled its tenth acquisition and first ...

When ASIC knocks, answer immediately

RUTH LIEW  |  THURSDAY, 2 JUL 2009
You've been served. Recent reports about corporate watchdog ASIC paying a personal visit to two accountants (mistakenly reported in the media as financial planners) to hand them notices illustrate the far-reaching powers of the regulator, says an industry ...

BNP Paribas tech boosts Asian ops

RUTH LIEW  |  THURSDAY, 2 JUL 2009
BNP Paribas' Australian and Asian global custody platform have received a tech revamp - with their systems now finally synchronised with those already in operation in its European offices. BNP Paribas' latest step in its development plans, which began ...

Shadforth searches for more practices

COMPANY RELEASE  |  THURSDAY, 2 JUL 2009
... massive amount of change confronting businesses in our sector and then to prosper out the other side," said Fenning. "We plan to be much more active in coming months in discussions with like minded professionals about how we can work together." Meanwhile ...

Bankrupts jump on the web

ASIC RELEASE  |  WEDNESDAY, 1 JUL 2009
The record number of companies including managed funds and planning firms that filed for bankruptcy last year prompted ASIC to create a website tailored for those dealing with financial difficulties. The site, www.asic.gov.au/insolvency, aims to give ...

ING grows with self-employed advisers

COMPANY RELEASE  |  WEDNESDAY, 1 JUL 2009
ING is extending its financial planning base to include self-employed advisers. ING's financial planning division will provide self employed advisers with a succession solutions program, practice management services, access to a dedicated customer services ...