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Showing 13781 - 13790 of 18281 results for "Plan"

Præmium adds CRM service

MICHAEL HOBBS | TUESDAY, 21 OCT 2008

Portfolio administration provider, Praemium is helping financial planners monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and ...

Insurance stays afloat

RUTH LIEW | TUESDAY, 21 OCT 2008

The insurance industry may have been bashed by the troubles in the financial markets - but one researcher believes that most players are safe due to strong regulations, technology investments and sound portfolio management. According to Datamonitor ...

Market Wrap - Morning

AAP | TUESDAY, 21 OCT 2008

The Australian share market is expected to open higher after Wall Street surged overnight. At 0734 AEDT, the December Share Price Index futures contract on the Sydney Futures Exchange was up 130 points at 4,288. In economic news, Reserve Bank of Australia ...

Aussie eq FMs shine in bad markets

MICHAEL HOBBS | MONDAY, 20 OCT 2008

Australian large cap equity managers that accounted for increasing commodity prices, corporate debt, a surging Australian dollar and rising global inflation weathered the financial storm better than others in the past 12 months. The Standard & Poor's ...

CFD traders hibernate during crisis

RUTH LIEW | FRIDAY, 17 OCT 2008

The number of 'dormant' contracts for difference (CFD) traders rose 71 per cent from April last year to August 2008 due to market uncertainty. According to the third annual 2008 Contracts For Difference Report by Investment Trends, the number of CFD ...

Sunsuper eyes CitiStreet Australia

RUTH LIEW | FRIDAY, 17 OCT 2008

The $13 billion industry fund Sunsuper has unveilled plans to buy superannuation fund administration business CSA Retirement Services, formerly known as CitiStreet Australia. Sunsuper said the fund was in talks with the administrator yesterday and confirmed ...

Asgard refines licence service

MICHAEL HOBBS | FRIDAY, 17 OCT 2008

Financial planning practice owners can tailor their dealer group licence so they only pay for the services they need after Asgard Wealth Solutions launched Licensee Select. Licensee Select attempts to cater for each businesses requirements across three ...

Perennial bears the bear

MICHELLE BALTAZAR | THURSDAY, 16 OCT 2008

Fund manager Perennial turns to history to give financial planners cogent tips on how to ride the bear market and even better, beat the doom-and-gloomsters. Any way you describe the events of the last two months would be nothing short of an understatement. ...

CSAM opens commodity fund

MICHAEL HOBBS | THURSDAY, 16 OCT 2008

Credit Suisse Asset Management is to offer its enhanced commodity fund to the retail and institutional market as a way for investors to gain returns that are uncorrelated to equity markets. The Credit Suisse Enhanced Commodity Fund was launched roughly ...

No instant gratification

BENJAMIN ONG | THURSDAY, 16 OCT 2008

'Rome was not built in a day.' Wall Street's behaviour over the past few days reflects the GenXers and GenYers culture of instant gratification. Flick a switch and dinner is cooked, the music plays, moving images play on the screen. Click on the mouse ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

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

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

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds 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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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

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Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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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.

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