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Showing 14151 - 14160 of 18281 results for "Plan"

Planner To-Do list post Budget

Advisers overwhelmed by the initiatives unveiled in last night's Budget could do well by starting their client reviews on three major changes singled out by technical advice experts from Challenger and MLC. Challenger's head of technical services Alex ...

MGI buys Omega stake

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
Macquarie Global Investments has purchased a 19.9 per cent stake in Melbourne-based boutique investment management business Omega Global Investors. Omega Global Investors' (Omega) management team includes three former Vanguard employees including George ...

Ex-Westpoint adviser faces charges

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
Keith Rowntree, formerly from Solutions One Finance Group, faces three ASIC charges for providing advice on a range of financial products, including Westpoint, without the proper licence. ASIC alleges that between 2003 and 2005, Rowntree provided financial ...

IRESS to provide mortgage analytics

Advisers who want to help their clients choose the right mortgage can now take that service in-house after one of the country's dominant planning software group IRESS, owner of Xplan and VisiPlan, acquired mortgage analytics provider TransActive Systems. ...

T.Rowe Price grows FUM ten-fold

RUTH LIEW  |  WEDNESDAY, 14 MAY 2008
While many fund managers suffered massive outflows in the last three years to rivals or to the market, global equity specialist T.Rowe Price grew its local portfolio from $300 million to over $3 billion over the same period. Investors big and small ...

Awareness week for planners

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
Across Australia, the Financial Planning Association's (FPA) 31 chapters are getting ready promoting the benefits of financial advice ahead of Financial Planning Week. The Financial Planning Week, which has been running for eight years, occurs from ...

CommInsure halves insurance PDS

MICHAEL HOBBS  |  TUESDAY, 13 MAY 2008
... The firm's Personal Insurance Portfolio PDS has been reduced from 56 to 28 pages and, in addition, CommInsure's Total Care Plan Super PDS has been cut from 32 to 24 pages. As a result of the changes, both products include a reference document, which ...

Free cash flow paves road to returns

RUTH LIEW  |  TUESDAY, 13 MAY 2008
Grant Samuel Funds Management has launched a new global equity fund that sidesteps the popular P/E ratio yardstick in favour of 'free cash flow' analysis, which the company believes is the best metric to achieve higher risk-adjusted return. "There was ...

Westpac and St.George outline merger terms

RUTH LIEW  |  TUESDAY, 13 MAY 2008
Westpac and St.George have agreed to the key terms outlined in yesterday's proposed merger - taking the two institutions a step closer to creating Australia's largest platform provider and banking institution. The newest development further cements ...

First State leads UK adviser fund scoreboard

The UK arm of homegrown fund manager Colonial First State scooped the top six spots in a new report that looks at the top 100 fund managers in the UK based on consistent performance. London-based financial adviser publication Professional Adviser published ...