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Showing 13611 - 13620 of 18281 results for "Plan"

FPA heads to eye of Storm

MICHAEL HOBBS  |  MONDAY, 2 FEB 2009
The key team behind the Financial Planning Association (FPA) is travelling to Townsville, Queensland to speak to those directly affected by Storm Financial's advice and the firm's subsequent collapse. Speaking at a press conference on Friday, Jo-Anne ...

Darkest before dawn

BENJAMIN ONG  |  MONDAY, 2 FEB 2009
Well now, there we have it. If the January effect holds, US equity investors and the rest of us should all go on vacation and come back next year. The January effect postulates that the US stock market's performance for the entire month of January predicts ...

Profits down for Count

RUTH LIEW  |  FRIDAY, 30 JAN 2009
The 873 adviser-strong Count Financial is expecting a 12 per cent fall to its net profit before tax for last year's second half results, putting its NPBT to $14.6 million. According to a statement on the Australian Securities Exchange, Count said it ...

APRA fund level reporting proposals dangerous

ALEX DUNNIN  |  FRIDAY, 30 JAN 2009
... how the regulator should disclose fund returns to consumers. In a discussion paper released yesterday, IFSA said, "APRA's plan to publish trust level ROA [return on assets] data is considered by the industry [IFSA members] to be a dangerous compromise ...

Securitor combats bad times

RUTH LIEW  |  THURSDAY, 29 JAN 2009
One of Australia's top ten largest dealer groups, Securitor, is arming itself against poor markets by giving advisers more resources to serve their clients. Securitor, which has around $12 billion in advice and 462 advisers, is not just hammering home ...

Good Bank Bad Bank

BENJAMIN ONG  |  THURSDAY, 29 JAN 2009
... of a bad bank - an 'Aggregator Bank' -- that will buy and stock illiquid and toxic assets of financial institutions. This plan is expected to be announced next week. If the rumours are true, the Obama administration maybe hoping that this bad bank will ...

ING snaps up Sentry stake

RUTH LIEW  |  WEDNESDAY, 28 JAN 2009
ING Australia has bought a 37.5 per cent shareholding in Sentry Financial Group following last March's partnership deal with the planning firm. ING formed a "strategic partnership" with Sentry early last year, which included an option to take a 37.5 ...

Olicc wins Shadforth

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
Olicc Technologies, which is part-owned by Coin Financial Planning Software, has scored a deal with boutique dealer group Shadforth Financial. Under the agreement, Shadforth will use Olicc's practice management solutions, including its business intelligence ...

Big Sky to aid BHP staff

MICHAEL HOBBS  |  WEDNESDAY, 28 JAN 2009
Big Sky Financial Solutions plans to provide general and personal financial advice to those members of its parent credit union affected by BHP Billiton mine closures. Paul Evans, Big Sky Financial Solutions director, said the financial planning division ...

MLC axes 120 workers

MICHAEL HOBBS  |  WEDNESDAY, 28 JAN 2009
MLC has cut 120 staff across its business but left the firm's investment management division intact. According to a company spokesperson, the staff cuts are part of an overall review of resources in light of bad markets. It is unclear which specific ...

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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