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Showing 14311 - 14320 of 18284 results for "Plan"

ANZ HFA alliance targets Asia

RUTH LIEW  |  FRIDAY, 4 APR 2008
ANZ and international absolute return fund manager HFA Asset Management have joined forces to launch a new capital protected investment fund focused on emerging Asian economies. According to a joint statement, the ANZ Discovery Asia Fund will provide ...

Brokers accreditation mandatory: Bluestone

RUTH LIEW  |  FRIDAY, 4 APR 2008
Reverse mortgage brokers dealing with Bluestone Equity Release will be given until the end of April to get their SEQUAL accreditation up to speed, according to the specialist lender. All new and existing brokers distributing Bluestone reverse mortgage ...

FPA disciplines 13 members

RUTH LIEW  |  THURSDAY, 3 APR 2008
The Financial Planning Association has taken action against 13 of its members for breaches of the organisation's professional standard. FPA had investigated 130 members for alleged breaches from January to March this year. Four members were expelled ...

Boutique structures test volatile times

RUTH LIEW  |  THURSDAY, 3 APR 2008
Boutique funds are more vulnerable to volatile markets than their big brand counterparts, prompting investors to take into account the managers' ownership structure to protect their portfolios, said Australian Unity Investments. "Investors need to be ...

AFS records strong growth

RUTH LIEW  |  THURSDAY, 3 APR 2008
Financial planning firm Australian Financial Services has recorded a 30 per cent improvement in profits at the start of this year - a result that the firm claims is a harbinger of strong performance this year. "AFS's record of sustained strong results ...

Direct property shines in NFP funds

MICHAEL HOBBS  |  THURSDAY, 3 APR 2008
Not-for-profit super funds have continued to outperform over the past year as a result of their high allocations to direct property, according to Rainmaker Information. "Our research has shown not-for-profit funds have increased their lead because of ...

MLC promotes state mgr

RUTH LIEW  |  WEDNESDAY, 2 APR 2008
MLC has promoted James Meade to the role of general manager, practice management for MLC Advice Solutions. Meade will be responsible for the firm's practice development team nationally, which focuses on supporting financial planning businesses. Meade ...

US slowdown won't stop global growth

MICHAEL HOBBS  |  WEDNESDAY, 2 APR 2008
A US recession will have a limited effect on global growth as emerging markets countries continue to trade heavily with each other instead of relying on their developed counterparts, according to Mark Dutton, AXA chief investment officer. Dutton said ...

Adviser charged on $48k theft

RUTH LIEW  |  WEDNESDAY, 2 APR 2008
Perth financial adviser Annemieke De Boer was yesterday sentenced to one year imprisonment and suspended for two years after pleading guilty to stealing $48,000 from a former client. The sentence was the result of a joint investigation conducted by ...

AMP easywrite eases insurance pain

MICHAEL HOBBS  |  WEDNESDAY, 2 APR 2008
Financial planners can cut the time it takes to apply for a lump sum insurance policy for their clients by a third, after AMP updated its underwriting service. The automated service, easywrite, allows planners or customers to complete an application ...