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Showing 13901 - 13910 of 18281 results for "Plan"

Serious about planning: Health Super

RUTH LIEW  |  THURSDAY, 28 AUG 2008
The financial planning arm of the $7.6 billion industry fund Health Super, Health Super Financial Planning (HSFP), is rolling out six new services as clients voice their need for more sophisticated advice. HSFP, which offers its services to the fund's ...

AWM posts $65m profit

MICHAEL HOBBS  |  THURSDAY, 28 AUG 2008
Australian Wealth Management (AWM) posted a full year net profit of $65 million to the end of June, its seventh consecutive increase in profit despite tough market conditions. AWM's net profit after tax increased by 13 per cent over a one year period ...

Max Super eyes FHSA market

MICHAEL HOBBS  |  THURSDAY, 28 AUG 2008
Gen X and Y focused online super fund, max Super is developing its own version of the First Home Saver Account (FHSA). David Williams, head of max Super, said although it was unfortunate the government took the FHSA out of superannuation, it did present ...

NabInvest appoints new retail distrib head

RUTH LIEW  |  WEDNESDAY, 27 AUG 2008
NAB investment arm nabInvest has promoted Peter Smith to the role of head of retail distribution. Smith will be responsible for the development and execution of the retail sales strategy for nabInvest, including developing relationships within the financial ...

IAG and NRMA outsources super admin

MICHELLE BALTAZAR  |  WEDNESDAY, 27 AUG 2008
IAG and NRMA Superannuation Plan have signed up as new clients to Mercer's superannuation outsourcing business. Under the five year deal, Mercer will provide both funds with superannuation administration, helpline and online services. Troy Maguire ...

Deutsche smashes Euro ETF market

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
Deutsche Bank's European based exchange traded funds (ETF) platform raised more than $25 billion of assets in 18 months, making it the third largest ETF provider in Europe by assets under management. The bank's platform, db x-trackers, now has a 14 ...

Long-term service doesn't guarantee referrals

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
Investors who have been with an adviser for more than five years are less likely to recommend that adviser than those who have only been with one for a shorter period, according to a new survey. An ING survey conducted in June and July, revealed the ...

Challenger FM down, CEO says goodbye

RUTH LIEW  |  MONDAY, 25 AUG 2008
Challenger Financial Services Group chief executive Mike Tilley is stepping down just as the group announced today that its funds under management dropped 19 per cent in the last financial year. According to a statement on the Australian Securities ...

JANA recruits ex-Mercer manager

RUTH LIEW  |  MONDAY, 25 AUG 2008
Asset consultant JANA Investment Advisers has appointed Mike Plant, ex administration manager for Mercer, as principal, implemented consulting. Prior to joining JANA, Plant was the national administration manager standalone superannuation funds for ...

Capex & Credit at the forefront

BENJAMIN ONG  |  SUNDAY, 24 AUG 2008
This Week's Market Movers (25 - 29 Aug 2008) Last week's economic releases continued the common theme of global weakness and elevated inflation. Financial market activity were once again volatile as thin trading volumes exaggerated downward moves in ...