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Showing 13551 - 13560 of 18281 results for "Plan"

Insurance bonds renaissance

RUTH LIEW  |  TUESDAY, 17 FEB 2009
... are using [insurance bonds] to recommend to their clients when discussing their goals," he said. The AFA is partnering with Plan for Life to recognise the best life companies, annuity providers and investment bonds for the year at next Wednesday's Plan ...

AUI adds three

COMPANY RELEASE  |  TUESDAY, 17 FEB 2009
Australian Unity Investments (AUI) has made three new appointments, including the creation of a new position of capital markets manager. Carolyn Ireland has been appointed as capital markets manager, Linda D'Intino as senior compliance manager, and ...

Advisers caught for market manipulation

MEDIA RELEASE  |  TUESDAY, 17 FEB 2009
Two former client advisers have been found guilty of market manipulation following ASIC investigations. According to a statement by the Australian Securities and Investments Commission, Rocco Musumeci and Richard John Wade were yesterday handed custodial ...

Aviva prepares for equity investment surge

MICHAEL HOBBS  |  TUESDAY, 17 FEB 2009
Investors can start preparing for the upswing in the local equity market after Aviva launched a dollar cost averaging tool which allows them to gradually move some of their cash investments into other asset classes. The Progressive Switching Facility ...

Invest in shares or migrate: Ruthven

MICHAEL HOBBS AND RUTH LIEW  |  TUESDAY, 17 FEB 2009
Planners should start investing in Australian equities while the ASX200 is at a "ridiculous" 3,400 level or miss out on a rare opportunity to add value to their client portfolios, said Phil Ruthven, IBISWorld executive chair. Ruthven said the local ...

Pearce rejects "sloppy" league tables

MICHAEL HOBBS  |  TUESDAY, 17 FEB 2009
... financial services, superannuation and corporate law, Chris Pearce has sided with IFSA in slamming the government's proposed plan to publish superannuation option performance tables. He said the government's chosen method is "sloppy", "fundamentally ...

ITC Funds Management expands team

MICHELLE BALTAZAR  |  TUESDAY, 17 FEB 2009
Forestry and timber specialist ITC boosts its Funds Management team with three more executives, each boasting at least 15 years industry experience, as the group ramps up its services for financial planning groups and advisers. Earlier this month, the ...

BNY Mellon launches Ankura Capital

MICHELLE BALTAZAR  |  MONDAY, 16 FEB 2009
It may be one small step for BNY Mellon but a giant leap for Ankura Capital, an Australian equities fund that will ride on the bank's 34-country strong distribution network to attract overseas money. BNY Mellon Asset Management plans to use its global ...

Market Wrap - Midday

AAP  |  MONDAY, 16 FEB 2009
... local market opened over one per cent lower after US markets fell on scepticism about the effectiveness of a US stimulus plan and more gloomy economic news. Locally, the big miners were weaker, with BHP Billiton dropping 48 cents to $32.22 by 1201 AEDT ...

DC plans to axe managers

RUTH LIEW  |  MONDAY, 16 FEB 2009
Two in five defined contribution plan sponsors in the US are expected to replace their underperforming fund managers in 2009, new research shows. According to Lori Lucas, defined contribution leader at US-based Callan Associates, the credit crisis has ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI  |   12:01PM
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |   11:30AM
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI  |   12:13PM
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI  |   11:50AM
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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