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Showing 14001 - 14010 of 18281 results for "Plan"

Securitor adds BBV to network

MICHAEL HOBBS | FRIDAY, 4 JUL 2008

St George Bank financial planning dealer group, Securitor, extends its network on the eastern seaboard after Coffs Harbour and Nerang based BBV Wealth Management joined the group. BBV Wealth Management provides advice on superannuation, pension and ...

Sparks fly at APRA statistics forum

ALEX DUNNIN | THURSDAY, 3 JUL 2008

A forum convened by APRA to discuss their superannuation statistical surveys became one of the most heated seminars the industry has seen in years as the regulator reacted to heavy criticism that they are not properly reporting investment returns. Charles ...

Record intake for MLC adviser program

MICHAEL HOBBS | WEDNESDAY, 2 JUL 2008

MLC's Adviser Scholarship Program received a record number of applications for its latest intake, which starts this month. The program is designed to help financial planning practices grow their business and provide a structured career path to new advisers. ...

Commissions mgmt systems need work

RUTH LIEW | WEDNESDAY, 2 JUL 2008

Financial planners are flagging the need for better electronic payment systems as many continue to think poorly about the accuracy and quality of existing commissions management systems. A recent InvestmentLink survey shows 80 per cent of dealer licensees ...

GESB mutual on hold

RUTH LIEW | WEDNESDAY, 2 JUL 2008

WA-based GESB's plans to attain full mutual status yesterday faced financial and legal roadblocks - prompting a delay of the transition until 1 November this year. According to Michele Dolin, chief executive of $8.8 billion GESB, all of the fund's systems ...

Franchise banking attract planners

MICHELLE BALTAZAR | MONDAY, 30 JUN 2008

The franchising industry may seem worlds apart from financial planning but Commonwealth Bank has found a way to tap into the franchising model to better serve the banking needs of dealer groups. Last October, Commonwealth Bank launched a specialist ...

Members Equity to offer super banking

MICHAEL HOBBS | MONDAY, 30 JUN 2008

Industry super funds owned Members Equity Bank plans to face retail banks head on with its version of an all-in-one superannuation and bank account. Members Equity Bank chief executive, Anthony Wamsteker, said the business is developing a product that ...

SMSFs take up instalment warrants

MICHAEL HOBBS | FRIDAY, 27 JUN 2008

Instalment warrants will become more widely used by self managed super fund (SMSF) trustees as they become familiar with the strategy and banks start providing more products that enable them to do so, according to SuperConcepts. Graeme Colley, ING Australia ...

TAAM signs TPC for Asia fund

MICHAEL HOBBS | THURSDAY, 26 JUN 2008

Treasury Asia Asset Management (TAAM) partnered with distribution firm, The Private Collection (TPC) to promote its new Asia Fund to dealer groups and advisers and educate them on the region's investment opportunities. Peter Sartori, TAAM chief investment ...

Rabo planning expands to QLD

MICHAEL HOBBS | THURSDAY, 26 JUN 2008

Rabobank's financial planning division, Rabo Financial Advisors (RFA), purchased Queensland based advice firm, Dayas Financial Services in line with its strategy to grow its presence in Australia. The purchase means RFA will own Dayas Financial Services' ...

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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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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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