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Showing 14531 - 14540 of 18284 results for "Plan"

Saving for the kids' textbooks

RUTH LIEW  |  WEDNESDAY, 30 JAN 2008
... making a comeback as the vehicle of choice to boost children's school savings. According to statistics from research house Plan for Life, the investment bond market segment is continuing to grow with more than $8 billion in funds under management. Despite ...

Industry funds target HNW

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
Industry Fund Financial Planning (IFFP) is set to provide its high net worth clients an extended financial planning service covering a range of products including direct equities and margin lending. According to David Haynes general manager at IFFP ...

UBS international shares derated

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
Research house Morningstar has downgraded UBS International Shares Fund to a "hold" after the European investment bank pulled its International Shares team back to London and reviewed its strategy. Morningstar said UBS' changes were disconcerting and ...

Vietnamese fund draws global attention

RUTH LIEW  |  TUESDAY, 29 JAN 2008
Emerging markets continue their reign as hotspots for investors as a newly listed Vietnamese investment fund draws international support following the launch of its equity portfolio holdings on the Ho Chi Minh City Stock Exchange. Viet Han Corporation ...

Valad ups stake in UK property

RUTH LIEW  |  TUESDAY, 29 JAN 2008
Property fund manager, Valad Property Group, has launched a new wholesale property fund targeting the UK property market. Valad announced last week the close of its first capital raising for the company's $1.1 billion Opportunity Fund targeting multi-sector ...

One in three retirees don't review plan

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
... while many Australians had never reviewed their retirement strategy, those respondents who had not reviewed their retirement plan once in retirement were more concerning. The survey found 51 per cent of working Australians considered themselves ready ...

AMF seals deal with Client Wealth

RUTH LIEW  |  FRIDAY, 25 JAN 2008
AllMyFunds (AMF) has sealed a strategic alliance with financial adviser group Client Wealth in a partnership that that will see both firms leverage off each other's assets. Queensland-based AMF will utilise Client Wealth's financial services license ...

Yellow Brick Road leads to Calliva

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
... "We got the infrastructure up and running in our financial planning division and then purchased Calliva Wealth. It's our plan to continue looking for prospective acquisitions in the financial planning, accounting and wealth management style businesses ...

Macq appoints ex-Platypus fundie

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
Macquarie Funds Management has appointed Philip Pepe to portfolio manager in its High Conviction team. Pepe previously held a senior research analyst and portfolio manager role at Platypus Asset Management. During this time, Pepe was responsible for ...

Lonsec advice pays off: Mercer

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
A series of Mercer multi-manager funds have been upgraded from 'recommended' to 'highly recommended' by Lonsec after the Mercer team went back to the drawing board to adopt some of the researcher's feedback. Mercer's Income Plus, Growth Plus, Shares ...