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Showing 13921 - 13930 of 18281 results for "Plan"

TSG adds 11 to portfolio

RUTH LIEW  |  MONDAY, 18 AUG 2008
The Salisbury Group is rapidly recruiting financial planning practices to its repertoire, recently adding 11 new businesses into its fold. TSG recently announced it had experienced "another successful year and achieved its profit, recruiting and business ...

Defeat death taxes when merging accounts

RUTH LIEW  |  FRIDAY, 15 AUG 2008
Older Australians looking to merge their pension and super accounts be warned: your death taxes may be higher than you bargained for. Martin Murden, director of Partners Superannuation Services, said merging the two accounts can sometimes increase the ...

Westpac FP turns to experience

MICHAEL HOBBS  |  FRIDAY, 15 AUG 2008
Westpac Financial Planning plans to increase the number of experienced financial planners by more than 200 in three years and cut the number of entry level planning roles as part of a business restructure. The restructure also means the group is combining ...

Mercer opens first ext advice practice

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
Mercer Wealth Solutions opened its first external financial advice practice in Baulkham Hills, Sydney, just three months after it launched the new advice channel. Practice director, John Tsekas, a financial adviser with 15 years experience, joins the ...

FPA reviews award categories

MICHAEL HOBBS  |  WEDNESDAY, 13 AUG 2008
The Financial Planning Association (FPA) revamped its honorary awards to emphasise the achievements and professional success of its winners. Jo-Anne Bloch, FPA chief executive, said association wanted to clarify the types of awards available and boost ...

Who plays the PE game, wins

RUTH LIEW  |  TUESDAY, 12 AUG 2008
US funds with a high private equity exposure have come out tops of the investment returns league, new figures show. A recent survey by Northern Trust indicate that players with heavy diversification strategies, particularly those who favoured private ...

Till taxes do us part

RUTH LIEW  |  TUESDAY, 12 AUG 2008
Divorced couples unwary of CGT pitfalls could be in for a world of tax pain without professional financial advice, said Centric Wealth. Couples looking to untie the knot can often make the most out of the capital gains tax rollover relief, however they ...

Practice owners demand cultural fit

MICHAEL HOBBS  |  TUESDAY, 12 AUG 2008
A Centurion Market Makers survey found almost four fifths of financial planning practice owners are looking for a 'cultural fit' and a similar standard in delivering advice rather than just the right price when selling their business. The survey revealed ...

Van Eyk most popular ratings agency: Rainmaker

ALEX DUNNIN  |  TUESDAY, 12 AUG 2008
Van Eyk is the most widely used managed funds research rating agency, followed by Morningstar and Lonsec, reveals new research released by Rainmaker. Rainmaker's latest Advantage report profiling the platform and advice sector noted that despite these ...

Telstra Super FP hires Coin

RUTH LIEW  |  MONDAY, 11 AUG 2008
... implement and execute the training programs involved for Telstra Super Financial Planning. Coin was ranked number one for "Best Plan Production" and "Best Modelling" in the Planning Software Benchmarking and Technology Report, developed by Investment ...