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Showing 14451 - 14460 of 18284 results for "Plan"

BNY Mellon pursues advisers

RUTH LIEW  |  THURSDAY, 21 FEB 2008
The adviser market has been singled out as the next hotspot for US bank-backed BNY Mellon Asset Management Australia. "We're really keen to develop our presence in the adviser market and we're working with St.George as our partner to do the job. It's ...

Q Invest targets professionals

RUTH LIEW  |  THURSDAY, 21 FEB 2008
... investors with specific advice on particular financial issues and comprehensive advice in developing an individual financial plan. The private clients service is a new fee for service business which offers the next level of advice for those who need ...

Macq launches Property Lever

MICHAEL HOBBS  |  WEDNESDAY, 20 FEB 2008
Macquarie Bank has developed the Macquarie Property Lever, a geared residential property product tailored for self-managed super funds (SMSFs). The product allows SMSF trustees to borrow 55 per cent of the purchase price to buy a residential property ...

Franklin Templeton allies with Vietcombank

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
NYSE-listed global asset manager Franklin Templeton Investments has acquired a 49 per cent stake in Vietcombank Fund Management (VCBF), an investment management firm focused on private equity in Vietnam. The remaining 51 per cent of VCBF will continue ...

Zurich ramps up sales

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
Zurich Financial Services Australia has appointed two senior sales executives to its investments team. Kristine Wade has been appointed national sales manager, investments, and will bring over 12 years sales experience in the financial services sector ...

Market shake-up spurs ETF demand

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
Financial advisers are playing a key role in helping offset the current volatility by steering investors towards exchange-traded funds (ETFs). ETF giant iShares, which is offered by Barclays Global Investors, is at the vanguard of this phenomenon. The ...

Fear is the poison apple

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
Markets rise and fall, taking investors on an emotional roller coaster ride - but the deepest trap lies in their irrational 'fear', notes a behavioural finance expert. US-based Russell Investment Group senior portfolio strategist, Stephen Wood, acknowledged ...

Bell Financial Group to buy Tricom

RUTH LIEW  |  TUESDAY, 19 FEB 2008
Bell Financial Group announced today that it has signed a heads of agreement to acquire 100 per cent of embattled futures broking firm, Tricom Group. "Should all conditions precedent be satisfied, Bell Financial Group would provide a capital infusion ...

Super promoter faces trial

RUTH LIEW  |  TUESDAY, 19 FEB 2008
Queensland-based Richard Clayton Jackson Sharland, a promoter of a superannuation rollover scheme, appeared in the Brisbane Magistrate Court yesterday to stand trial on a date to be fixed on 22 charges laid by the Australian Securities and Investments ...

Wealth management buoys AXA profits

RUTH LIEW  |  TUESDAY, 19 FEB 2008
AXA Asia Pacific Holdings today announced a four per cent profit after tax dive to $638.7 million for 2007, but its wealth management business continues to report strong growth. The firm reported a 20 per cent boost to its operating earnings for 2007 ...