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Showing 14241 - 14250 of 18281 results for "Plan"

AMP launches SMA platform

RUTH LIEW  |  TUESDAY, 22 APR 2008
AMP has launched a separately managed account (SMA) platform, developed specifically for Hillross Financial Services clients, in a bid to better manage the direct equities portion of their clients' portfolios. The new Personalised Portfolio service ...

Advisers graduate Synchron boot camp

RUTH LIEW  |  TUESDAY, 22 APR 2008
Advisers got dirty, sweaty and splattered with paintball shots at Synchron's Next Gen training course that yielded 14 new recruits to the firm's adviser base. "We've identified that younger advisers are a different creature in their training needs to ...

Market Wrap - Morning

AAP  |  TUESDAY, 22 APR 2008
The Australian share market is expected to open higher this morning after US stocks rose overnight on reports of takeovers and the oil and gold prices gained. At 0659 AEST, on the Sydney Futures exchange, the June share price index was 19 points lower ...

QBE drops PI and D&O insurance

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
QBE Insurance Australia will no longer provide professional indemnity (PI) and directors and officers (D&O) insurance to financial planners and stockbrokers from June onwards following an internal review. In January, the Corporations Act was amended ...

Saropa launches finistic

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
Australian technology firm Saropa has developed a general insurance platform, finistic, which allows financial advisers to provide insurance to clients by referring them to a website. Launched last month, clients can access finistic at no cost, via ...

Macq to expand planning base in Melbourne

RUTH LIEW  |  MONDAY, 21 APR 2008
Macquarie Funds Management Group has appointed Marcus Cleary to lead its adviser presence in Victoria and Tasmania. Cleary will be in charge of all adviser key account relationships in Victoria and Tasmania. His initial focus will cover adviser education ...

First stop baby boomers, next stop Gen-Y

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
The way to the baby boomers' wallets is through their Gen-Y kids, said Bernard Salt, a leading commentator on consumer, cultural and demographic trends. "Generation Y will inherit baby boomer wealth. The motherload is not going to happen for another ...

Market Wrap - Midday

AAP  |  MONDAY, 21 APR 2008
The Australian share market was firmly in the black at noon - up more than two per cent - driven by a strong lead from the US on Friday after bellwether stocks Google and Caterpillar delivered profit results above expectations. Despite posting a $US5.11 ...

Tower launches Accelerate

Tower Australia has launched Accelerate, an online insurance service which it claims saves advisers time and money by speeding up the underwriting process. It took two years in development and close to six months in pilot with several hundred advisers ...

Retirement liabilities dwarf assets six-fold

ALEX DUNNIN  |  FRIDAY, 18 APR 2008
... investment strategies (LDI). A recent State Street survey of institutional investors has found that North American pension plan executives and sponsors put liability mismatch as their number one risk, ahead of investment risk. The shift away from DB ...