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Showing 13981 - 13990 of 18281 results for "Plan"

Social banking on the rise

MICHAEL HOBBS  |  WEDNESDAY, 16 JUL 2008
Social banking platforms will capture 10 per cent of the worldwide retail lending and financial planning market in two years time, according to Gartner. The term, social banking includes trends such as green practices, social entrepreneurship and peer ...

Planners buy 15pc stake in TSG

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Senior financial planners from The Salisbury Group have accepted an offer to purchase 15 per cent equity share in the dealer group. TSG manages more then $700 million on behalf of clients. In July last year, Australian Financial Services Group (AFS) ...

Market Jitters Redux

BENJAMIN ONG  |  TUESDAY, 15 JUL 2008
... spite of soothing words and actions from the US Federal Reserve and the US Treasury. The US Treasury announced a pre-emptive plan to support both Fannie Mae and Freddie Mac. US Treasury Secretary Paulson noted that the plan is currently not needed but ...

Great Southern shrinks as sales drop

RUTH LIEW  |  MONDAY, 14 JUL 2008
Great Southern's $100 million fall in sales June 30 this year has seen the firm's management embark on a massive cost cutting exercise. David Ikin, communications manager of the listed company, confirmed the sales of Great Southern's managed investment ...

US instos ramp up alts to 22pct

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
... per cent of net inflows into alternatives assets by 2010, driven by new alternative investors and existing investors which plan to boost its allocation. "Surprisingly, the rate of growth of alternatives overall, and even within asset classes, seems unaffected ...

BOQ writes off franchise loans

WWW.THESHEET.COM  |  MONDAY, 14 JUL 2008
... producing new lending volumes of less than $2 million a month, which is half the target set under each franchise's business plan, and perhaps a third of the lending required to produce a viable income for the owner. Reasons for the poor performance include ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Financial services firm MLC is dropping its paraplanning strategy with ThreeSixty and moving its financial planning service to a referral model. MLC set up ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This ...

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
Plum Financial Services relaunched its financial planning division, developed a pension product and revamped its website to better cater for high net worth (HNW) members. The firm's financial planning service, which includes 60 financial advisers, was ...

FPA backs 'advice within super' review

MICHELLE BALTAZAR  |  THURSDAY, 10 JUL 2008
The industry group representing majority of the financial planners in the country welcomed the government's call for a review of the superannuation system. The Financial Planning Association of Australia (FPA) has said it will actively participate in ...

Aviva outsources to S&P

MICHAEL HOBBS  |  THURSDAY, 10 JUL 2008
Aviva Australia's research division is outsourcing its investment fund research to Standard & Poor's Fund Services. Previously Aviva Research managed all its research operations internally. As a result of the deal, Aviva will have access to the research ...

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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