Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 13701 - 13710 of 18281 results for "Plan"

Austock MA service signs six

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
Austock Asset Management has already signed six financial planning dealer groups and boutiques to its new managed account service after partnering with Investment Administration Services. Austock Asset Management's partnership with managed account technology ...

Morrison Carr triples adviser base

RUTH LIEW  |  THURSDAY, 27 NOV 2008
Sydney based dealer group Morrison Carr has tripled its number of advisers in the past 12 months despite the downward slide of the local economy. Morrison Carr, which has around $1.5 billion in funds under advice, tripled its number of advisers from ...

CalPERS grows green strategies

RUTH LIEW  |  WEDNESDAY, 26 NOV 2008
... (CalPERS) made the 13.3 per cent reduction across 2007 among its real estate partners. The goal of the fund's Energy Efficiency Plan is to reduce energy use by 20 per cent by 2009. But the plan is a double edged sword - all these initiatives tie in with ...

Ho hum

BENJAMIN ONG  |  WEDNESDAY, 26 NOV 2008
The Australian equity market rallied nearly 6 per cent yesterday - its biggest one-day advance in more than 10 years. Ho-hum. Given the spectacular volatility in the equity markets over the past few months, daily movements of plus or minus 5-7 percent ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 26 NOV 2008
The Australian sharemarket is expected to open stronger today as the majority of world markets continued to make gains on the back of government action to stimulate economic activity. At 0803 AEDT, the December Share Price Index futures contract on ...

Snowball FUA grows $700m

MICHAEL HOBBS  |  TUESDAY, 25 NOV 2008
Snowball Group's unwavering appetite for merger and acquisition activity remains consistent despite bad market conditions, adding $700 million in funds under advice in the past financial year alone. At yesterday's annual general meeting, Snowball managing ...

AUI and DirectPortfolio adopt AML service

MICHAEL HOBBS  |  TUESDAY, 25 NOV 2008
Australian Unity Investments (AUI) and DirectPortfolio adopted OneVue's anti-money laundering (AML) reporting and record keeping service. AML Explorer can be downloaded online and presents the AML legislation in a simple format that allows users to ...

Market Wrap - Morning

AAP  |  TUESDAY, 25 NOV 2008
... YORK - Wall Street recorded its first two-day gain since October 31, as investors reacted positively to the US government's plan to take a $20 billion stake in banking giant Citigroup and guarantee billions of dollars of risky assets. The Dow Jones Industrial ...

Affordable advice: yes we can

RUTH LIEW  |  MONDAY, 24 NOV 2008
Can financial planning firms roll out affordable advice at a delivery cost of just $300? According to Q Invest, yes they can. Q Invest, which has around $2 billion in funds under advice, said that it's more than possible for financial planning firms ...

Value of advice winners unveilled

RUTH LIEW  |  MONDAY, 24 NOV 2008
... think the interpersonal role of the financial planner is most important. I'll be trying to focus on doing a dual purpose [plan] of promoting financial planning between the students and the financial planners," he said. Piper will hold his role for 12 ...

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.

Videos

Brought to you by
MORE VIDEOS

Products

Financial Standard Guide To Series

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO
Financial Standard Publisher's Forum

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO
Financial Standard Product Showcases

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
JUL
21

Advisers Big Day Out - Cairns 

JUL
23

Advisers Big Day Out - Sunshine Coast 

JUL
24

Advisers Big Day Out - Gold Coast 

JUL
28

Advisers Big Day Out - Hobart 

JUL
30

Advisers Big Day Out - Geelong 

Featured Profile

MORE PROFILES
Blake Briggs

Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL
Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.
READ MORE
The Financial Standard podcast
Tune in each week as we discuss the latest developments in Australia's wealth management industry.
Financial Standard podcast
Spotify
Apple Podcasts
Amazon Music
YouTube
Follow Financial Standard on Facebook
Follow Financial Standard on Twitter
Follow Financial Standard on LinkedIn
Follow Financial Standard on Instagram
Rainmaker Information Pty Ltd - ABN 86 095 610 996
part of ISS - Institutional Shareholder Services, © Copyright 2026, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  Media