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Showing 14491 - 14500 of 18284 results for "Plan"

Asia Pac equities in the red

RUTH LIEW  |  MONDAY, 11 FEB 2008
The recent declines in Asian equities may have opened a myriad of investment opportunity windows globally, but investors should adopt a cautious approach to avoid being stung by poor quality investments. Following the recent declines in Asian equities ...

WHK expands Sydney and Queensland business

RUTH LIEW  |  FRIDAY, 8 FEB 2008
Listed financial planning firm, WHK Group, has snapped up another Mortgage Choice franchise via their deal with risk insurance firm Diamond Life Financial Services in its latest endeavors to expand the WHK business. WHK acquired Mortgage Choice and ...

Double the super for wealthier Australians

RUTH LIEW  |  FRIDAY, 8 FEB 2008
Well-off Australians are making double the effort to boost their additional superannuation contributions compared to their less wealthy counterparts, a new study has shown. Wealth benchmark's Personal Finances of Wealth Australians - 2008 Institutional ...

AXA's succession solutions

MICHAEL HOBBS  |  FRIDAY, 8 FEB 2008
... trade their client base. However the report found one-tenth of practice principals had a fully funded documented succession plan in place. Steven Davison, head of acquisitions and succession at AXA said succession planning is often discussed but rarely ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Fiducian financial planners have refined their skills and are attracting more high net worth investors than ever before. Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but ...

Snowball rolls up three advice practices

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Financial services group, Snowball has purchased a fixed proportion of business and revenue from three undisclosed Sydney based financial planning practices, adding almost $200 million in funds under advice to the group. This follows Snowball's purchase ...

Fed Govt creates financial services task force

MICHAEL HOBBS  |  WEDNESDAY, 6 FEB 2008
The Rudd Labor Government has called on senior government officials to form the Financial Services Working Group, aimed at dealing with financial services advice and disclosure issues. The Financial Services Working Group includes senior officers from ...

Ray White snaps up Woolies property

RUTH LIEW  |  WEDNESDAY, 6 FEB 2008
While the Australian LPT sector continues to hover at a precipice of continuing falls, specialist fund managers with cash to spare are now at the vanguard of new acquisitions - with some even picking up a shopping centre or two along the way. Specialist ...

International value funds back in vogue

RUTH LIEW  |  WEDNESDAY, 6 FEB 2008
International value funds have been lying low for several years, but the sweep of panic wafting from the recent credit market turbulence has the funds gearing for a major comeback - with several US fund managers eyeing the Australian market. US investment ...

Australian private equity still going strong

RUTH LIEW  |  WEDNESDAY, 6 FEB 2008
Private equity investments in the Asia Pacific region remained relatively benign last year, but Australia is still going strong in the PE fundraising front. According to figures from Thomson Financial's Asia-Pacific private equity review, PE investments ...