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Showing 13801 - 13810 of 18281 results for "Plan"

Online rush for gold

MICHELLE BALTAZAR  |  FRIDAY, 10 OCT 2008
A Melbourne-based financial planner has opened up a gold and silver bullion investment shop online, following a trend in the US where tupperware parties are replaced by gold parties as the value of gold continue to soar. Retail investors looking to ...

Climate change rhetoric yet to match investor reality

ALEX DUNNIN  |  FRIDAY, 10 OCT 2008
While the financial services industry acknowledges the significant long term risks posed by climate change, there are still tremendous gaps between rhetoric and reality of what investors are doing about it, reveals a major study just released by Finsia. ...

Basis delays capital return, adds $38m

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
Basis Capital has delayed the partial return of capital to unit holders of its Aust-Rim fund for a month but said it will give back a further $38 million to unit holders of the Pac-Rim Opportunity fund next month. Basis Capital Funds Management has ...

Fin lit survey highlights deficit

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
ANZ is set to launch a number of adult financial literacy programs after a survey revealed Australians with low levels of financial literacy make riskier investment decisions and probably won't seek professional financial advice. The report, which surveyed ...

FPA names board

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
The Financial Planning Association (FPA) named its board with Julie Berry and Mark Spiers re-elected in their roles. Julie Berry was re-elected as FPA chair and Mark Spiers was re-elected as deputy chair. Berry has more than 17 years experience in financial ...

HESTA appoints three

COMPANY RELEASE  |  THURSDAY, 9 OCT 2008
The $13 billion HESTA Super Fund has appointed two new executive managers and a compliance manager to its Melbourne office. The appointment of new Executive Managers - Member Advice and Member Education, brings an added 25 years' industry experience ...

The global recession we have to have

BENJAMIN ONG  |  THURSDAY, 9 OCT 2008
Central banks threw in the kitchen sink. In a coordinated move, six major world central banks each cut their benchmark target interest rate by 50 basis points in efforts to stem the global panic. The US Federal Reserve lowered the fed funds rate to ...

Suncorp ripe for the picking

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
Suncorp confirmed it has received several approaches from companies besides Commonwealth Bank interested in buying the banking and wealth management divisions of the group. The group advised its shareholders the approaches may or may not lead to formal ...

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
Professional Investment Services New Zealand (PIS NZ) and Newpark Financial Services are expected to merge and create New Zealand's largest financial advisory group with more than 250 advisers and 130 accounting firms. Robbie Bennetts, PIS chief executive ...

CBA buys BankWest and St Andrews

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
... lending assets of and $15 billion in deposits. Commonwealth Bank is reviewing BankWest's retail banking east coast expansion plan as a result of the purchase. Ralph Norris, Commonwealth Bank chief executive, said the bank had rarely seen a quality asset ...

Editor's Choice

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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