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Showing 13281 - 13290 of 18280 results for "Plan"

Macq opens fin planning consultancy

MICHAEL HOBBS  |  TUESDAY, 26 MAY 2009
Macquarie Adviser Services is targeting the boutique financial planning firms by opening a new Practice Consulting division after a study found revenue across this market has dropped by 20 per cent on average. The consulting division will provide a ...

APRA to monitor investment options

ALEX DUNNIN  |  TUESDAY, 26 MAY 2009
APRA is continuing plans to ramp up its data collections, in particular to collect performance data on individual investment options. To refine its approaches the regulator has issued another discussion paper on how it should be done, how it should ...

Unions attack retirement age change

ALEX DUNNIN  |  MONDAY, 25 MAY 2009
... Manufacturing Workers Union (AMWU), have written a strongly worded letter to Prime Minister Rudd appealing for him to abandon his plan. While not rejecting the government's fiscal argument outright about rising longevity putting increasing strains on ...

Westpac exec joins NAB Private Wealth

RUTH LIEW  |  MONDAY, 25 MAY 2009
Former Westpac Private Bank state manager Will Hamilton moves to NAB Private Wealth to become the division's general manager of wealth services. Hamilton, who will report to Angela Mentis, executive general manager of NAB Private Wealth, was previously ...

E*TRADE fee hits planners

MICHAEL HOBBS  |  MONDAY, 25 MAY 2009
ANZ owned broking firm E*TRADE changed the pricing on one of its direct share packages - a move which could mean some financial planners will have to pay $1,250 per month for services that were previously free. The pricing changes affect a package the ...

Nooo Commission strips trailing fees off home loans

MICHELLE BALTAZAR  |  FRIDAY, 22 MAY 2009
New home buyers could save as much as $50,000 in home loan costs under a new product by NSW-based Nooo Commission Group, which yesterday launched a "flat fee" home loan - stripping away upfront commissions and trailing fees typically embedded in traditional ...

Plum members avoid switching

RUTH LIEW  |  FRIDAY, 22 MAY 2009
Bucking the trend of high volumes of super members switching to cash, Plum Financial Services has reported that less than 2 per cent of its assets were switched to cash in the last 12 months despite the market crash as members hang on to investments. ...

AFA calls for Rising Star in advice

The Association of Financial Advisers (AFA) is calling for nominations for the 2009 AFA Rising Star of the Year Award, an annual award that goes to the best up-and-coming professional in the advice industry. Richard Klipin, the association's chief executive ...

PGI fund placed on FirstChoice

COMPANY RELEASE  |  FRIDAY, 22 MAY 2009
Principal Global Investors' flagship property securities fund has been included in Colonial First State's platform, FirstChoice. Grant Forster, chief executive for Principal Global Investors Australian said the Principal Property Securities Fund has ...

FPA and Bannister Mansfield settle in court

MICHAEL HOBBS  |  FRIDAY, 22 MAY 2009
The Financial Planning Association (FPA) and Bannister Mansfield have settled in court and the financial planning firm's director, Gavin Murphy, has apologised for the ads placed in the media. The FPA started proceedings in the Federal Court of Australia ...