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Showing 13871 - 13880 of 18281 results for "Plan"

FPA signs 10 to PI service

MICHAEL HOBBS  |  FRIDAY, 12 SEP 2008
The Financial Planning Association (FPA) has signed 10 members to its professional indemnity service, Pro PI. The FPA selected Jardine Lloyd Thomson (JLT) to launch the Pro PI service in June. The deal meant JLT became the FPA's key broker and would ...

PIS calls for industry and retail ceasefire

MICHAEL HOBBS  |  FRIDAY, 12 SEP 2008
Professional Investment Services (PIS) managing director, Grahame Evans, is calling for retail and industry super funds to put their philosophical differences aside and work together to provide a broader financial advice service to consumers. "I would ...

Market Wrap - Morning

AAP  |  FRIDAY, 12 SEP 2008
... CAC 40 shed 34.59 points, or 0.81 per cent, to 4,249.07. TOKYO - Share prices in Japan fell on Thursday after a turnaround plan by Lehman Brothers failed to galvanise markets, sparking fresh worries on the US financial sector. The Tokyo Stock Exchange's ...

Market Wrap - Midday

AAP  |  THURSDAY, 11 SEP 2008
The Australian sharemarket was weaker at noon, with the financial sector leading the losses following investment bank Lehman Brothers' announcement of plans to sell off key assets after posting more losses. Wall Street rose marginally overnight, while ...

Gen Y prizes property

RUTH LIEW  |  THURSDAY, 11 SEP 2008
Do it yourself (DIY) investors under the age of 40 are investing more in property than shares - but Gen Y's interest in the sector could have detrimental effects on their super contributions, a new survey shows. The RaboPlus DIY Investor Survey of 500 ...

Getting the right mix

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
Diversification is a buzzword used by super funds, financial planners and fund managers to make money in volatile markets - but exploiting diversity has to start with picking the right manager from the outset, said an industry expert. While in theory ...

Sun Life appoints Goodall

MICHAEL HOBBS  |  WEDNESDAY, 10 SEP 2008
Sun Life Financial Asia appointed Mike Goodall as vice president of regional business development and bancassurance. Goodall was previously ANZ financial planning general manager and more recently, managing director at financial services firm, Inpro ...

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
... with seminar presentations, letters, media releases and template advertisements, making it a virtual all in one marketing plan. Financial planners will also be able to accumulate up to five CPD points via the kit's interactive training modules. The Financial ...

Cuscal targets super as profit soars

RUTH LIEW  |  TUESDAY, 9 SEP 2008
... Cuscal's partners in its Visa program. Looking forward, Cuscal is on its way in implementing a new long-term strategic growth plan spanning from 2007 to 2014. Key features of the plan include an expansion of Cuscal's product suite, securing new clients ...

Planners comment on EDR scheme

RUTH LIEW  |  TUESDAY, 9 SEP 2008
Financial planners will play an active stance in commenting on ASIC's newest proposal to increase the compensation cap to $280,000 in an external dispute resolution scheme. The Australian Securities and Investments Commission (ASIC) yesterday released ...

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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