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Showing 14011 - 14020 of 18281 results for "Plan"

Magnitude appoints chief

MICHAEL HOBBS | THURSDAY, 26 JUN 2008

Former Westpac Financial Planning NSW head of advice, Sean Allen has been appointed chief executive of BT Financial Group's financial advice business, Magnitude Financial Planning. Allen previously held a number of senior roles at HSBC, Commonwealth ...

AdviserLogic launches planner-friendly software

It was more than three years in the making but a former financial planner has collaborated with a tax specialist and a leading IT expert to create a planning software that promises a better IT platform for small to mid-size planning practices. AdviserLogic ...

Fujitsu and tradeslot sign carbon mgmt deal

RUTH LIEW | WEDNESDAY, 25 JUN 2008

Fund managers and super funds at a loss on how to quantify the costs of going carbon neutral or want to analyse their carbon footprint can look to a new carbon management platform developed by IT group tradeslot with the backing of Fujitsu Consulting. ...

Fee for service planners on the rise

A sub-segment of financial planners expect revenue from pure 'fee for service' models to increase to almost a quarter of their total revenue in three years, a survey of more than 1,100 planners has found. The inaugural Investment Trends Planner Business ...

China's growth sustainable: Wang

MICHAEL HOBBS | WEDNESDAY, 25 JUN 2008

Strong leadership, effective planning and a willingness to learn from Western economies guarantees the Chinese economy's growth is sustainable and will continue to flourish, according to Dr Xisu Wang, China grand master and foreign investment consultant. ...

Lord Stern launches carbon ratings

ALEX DUNNIN | WEDNESDAY, 25 JUN 2008

IDEAglobal Group, a company whose vice-chairman is Lord Stern, has just launched the Carbon Ratings Agency (CRA) service for investors and companies participating in the carbon market. The CRA ratings will operate similarly to credit ratings but focus ...

MMC recruits McLaughlin and Frost

MICHAEL HOBBS | TUESDAY, 24 JUN 2008

MMC Contrarian has appointed former Australian Wealth Management head of research, Justin McLaughlin, as chief investment officer and former Investors Mutual Limited portfolio manager, Paul Frost, as portfolio manager. This announcement follows the ...

MacarthurCook appeals ASX breach

RUTH LIEW | TUESDAY, 24 JUN 2008

Boutique fund manager MacarthurCook has confirmed it is appealing the Australian Securities Exchange's charge that it had breached regulations following the issuance of its shares to IOOF Holdings. In a statement released by the ASX today, MacarthurCook ...

AXA planner profitability model delivers

A business planning model provided by AXA across its dealer group just under a year ago proved to be a winning formula helping planners who took it up to deliver six times more than those who opted out of the service. In August last year, AXA launched ...

FutureWise on track with advisers

RUTH LIEW | TUESDAY, 24 JUN 2008

Over 300 advisers have given Macquarie's FutureWise platform the thumbs up when it comes to user and underwriting support, communications and application process ease, a new survey shows. The research, which was conducted by Information Research Management ...

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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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When geopolitics becomes a portfolio risk

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

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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