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Showing 13941 - 13950 of 18281 results for "Plan"

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ...

Future Fund still on hiring spree

RUTH LIEW  |  MONDAY, 4 AUG 2008
The $61.5 billion government Future Fund is looking to appoint three new team members to boost its operations and investment teams. Last week, the fund advertised for a senior analyst - infrastructure to assist in the development of the fund's global ...

IRESS buys DMS

MICHELLE BALTAZAR  |  FRIDAY, 1 AUG 2008
Listed technology group IRESS buys Dealer Management Systems (DMS) for $6.65 million, in a deal that consolidates IRESS' technology play in planner commissions processing. IRESS has announced it acquired DMS for 1,083,334 shares in IRESS, which values ...

Alternatives: shock absorbers of sub-prime

RUTH LIEW  |  FRIDAY, 1 AUG 2008
As markets turn from bad to worse, alternative investments have proven to be the keystone of solid returns when they turned into shock absorbers protecting investors from capital loss, said Select Asset Management. Since August last year, the sub-prime ...

Tech will bond insurers and planners: AFA

RUTH LIEW  |  FRIDAY, 1 AUG 2008
Financial planners aiming to better control and boost their insurance advice business will have to place their bets with high tech information exchange and electronic filing systems, according to AFA financial adviser of the year, Phil Young. Speaking ...

AFA education to knock salesman tag

MICHAEL HOBBS  |  FRIDAY, 1 AUG 2008
The Association of Financial Advisers (AFA) finalised the first unit of the Fellow Chartered Financial Practitioner program, an education course it hopes will reduce criticism of the financial advice industry. Speaking at the AFA National Forum in Sydney ...

CONNECT targets retirees

RUTH LIEW  |  THURSDAY, 31 JUL 2008
... strategies. Alternatively, members looking to generate extra income could work full-time and use the extra income from the plan to pay off their debts. CONNECT's second product, the account based pension, allows members to access part or all of their ...

IUS hires ex-Tower manager

RUTH LIEW  |  WEDNESDAY, 30 JUL 2008
Australian insurance provider, International Underwriting Services (IUS) has appointed Stuart Rowe as manager - planning and business development. Rowe was recruited from Tower Australia where he held the role of manager, corporate markets. Rowe has ...

Australians lead FM pack

RUTH LIEW  |  WEDNESDAY, 30 JUL 2008
Australians have emerged the victors of the wealth management race despite a global economic slowdown, new research shows. According to the AFG Global Funds Management Index, Australians amassed an average $70,385 per person in managed funds - emerging ...

BNP Paribas wins Ashton custody

MICHAEL HOBBS  |  TUESDAY, 29 JUL 2008
... was selected by Ashton Advisers (Australia) to provide custody and fund administration services to its funds, ahead of its plan to launch two funds to the Australian retail market. Nick Raphaely, Ashton Advisors executive director, said the firm is preparing ...

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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