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Showing 13261 - 13270 of 18280 results for "Plan"

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
The latest Lifeplan ICFS Financial Advice Satisfaction Index fell 4.3 per cent in the last six months, with financial planning clients unevenly split between those who are likely to stick with their planner and those that are more vulnerable to cutting ...

UK fundies say worst is over

RUTH LIEW  |  WEDNESDAY, 3 JUN 2009
UK fund managers believe the worst of the market downturn hitting the FTSE is over - and are planning to increase their investments in UK shares. New research by Lloyds TSB shows that fund managers are optimistic that the recent bad run in the value ...

Fin services firms eye green IT

PRESS RELEASE  |  WEDNESDAY, 3 JUN 2009
... Corporation's 2009 Worldwide Green IT Report found 97 per cent of senior IT executives globally are talking about a green IT plan and 46 per cent of respondents in Australia and New Zealand said they had already implemented a green IT policy. Australian ...

Merger creates 18,500 adviser force

RUTH LIEW  |  TUESDAY, 2 JUN 2009
Morgan Stanley and Citi have given the go-ahead to the Morgan Stanley Smith Barney joint venture - a move that will create a global organisation with 18,500 advisers. The deal between Citi for Smith Barney and Morgan Stanley was closed last night. In ...

FIRSTUNITY sets up Brisbane shop

PRESS RELEASE  |  TUESDAY, 2 JUN 2009
Boutique financial advisory firm FIRSTUNITY Wealth Management has opened a Brisbane office with four financial advisers. Mario Andrado, Terry Blaser, David Lane and John Whelan were appointed executive directors of the firm's Brisbane office. "The opening ...

ATO targets loss schemes

RUTH LIEW  |  MONDAY, 1 JUN 2009
As the 2008-09 financial year draws to a close, tax commissioner Michael D'Ascenzo warned last month that his office will be closely reviewing three arrangements that attempt to falsely generate claims for inappropriate tax losses. The department is ...

J.P. Morgan extends protection to retirees

RUTH LIEW  |  MONDAY, 1 JUN 2009
Pre-retirees take heart - a global asset manager is looking to implement a new strategy that allows Australian investors to have 80 per cent protection of the highest value of their investments as risk aversion continues to sweep the market. According ...

NZ govt to suspend NZ Super contribs

MICHAEL HOBBS  |  MONDAY, 1 JUN 2009
... will ensure the Guardians' ongoing success. In its Statement of Intent released last week, the fund outlined its five-year plan to 2014. It forecasts the fund's balance to rise from NZ$13.275 billion in June this year to NZ$14.57 billion by next year ...

DDH Graham eyes more QIC funds

RUTH LIEW  |  MONDAY, 1 JUN 2009
Brisbane-based fund manager DDH Graham is looking to add more QIC funds to its products list. DDH Graham, which in March became the Responsible Entity for four managed funds that were previously managed by Q Invest, is not ruling out adding more funds ...

Mortgage funds redux

MICHELLE BALTAZAR  |  FRIDAY, 29 MAY 2009
Are mortgage funds still relevant to the financial planning community after last year's "perfect storm" that threatened to wipe out the entire mortgage funds industry? The answer is yes, but some rules have to change. Roy Prasad, head of mortgages at ...