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Showing 14551 - 14560 of 18284 results for "Plan"

US titans fall, Australia will rise

RUTH LIEW  |  WEDNESDAY, 23 JAN 2008
How the mighty have fallen. From Merrill Lynch to JPMorgan Chase, the world's investment banking stalwarts have all shed blood from the US sub-prime scalping - but Australian fund managers are weathering the storm. Last week, Merrill Lynch reported ...

NAB FP switches to fee for advice

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
After more than four years of providing financial planning using both the commission and fee-for-advice payment models, NAB Financial Planning's 400-strong network will only charge fee-for-advice only to new clients starting this year. "We feel the ...

Market plunge drives record margin calls

WWW.THESHEET.COM  |  WEDNESDAY, 23 JAN 2008
Margin lenders CommSec and St George Bank made record numbers of margin calls on Monday night and after yesterday's All Ordinaries 409 point drubbing, with another record in the making last night. CommSec managing director Matt Comyn, speaking late ...

Aviva offers auto re-weighting

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
Aviva has added an automatic re-weighting feature in its Navigator platform that allows advisers to give their clients a more tax effective portfolio. The feature allows advisers to re-weight investment funds in a client's portfolio back to its target ...

Cut super tax, boost co-contribution

RUTH LIEW  |  WEDNESDAY, 23 JAN 2008
... Funds of Australia and the Investment and Financial Services Association yesterday applauded the Prime Minister's five-point plan to address inflation by encouraging private and national savings, but added that more super contributions were needed to ...

Rainmaker merges with MC Marketing Concepts

Wealth management industry research, media and communications group Rainmaker has merged with financial services strategic marketing company MC Marketing Concepts. The Rainmaker Group, which publishes Financial Standard, marks the start of the year ...

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
The philanthropic services team at Goldman Sachs JBWere (GSJBW) received a boost recently with the appointment of Kelley McLendon as director, philanthropic services. "Philanthropy is emerging as a topic clients are raising more frequently with their ...

Financial sector holds gains: Suncorp

MICHAEL HOBBS  |  TUESDAY, 22 JAN 2008
The financial sector will be the focus of Suncorp's fixed income team this year, according to the group's head of credit Peter Scobie. "There is no doubt the financial sector is under some stress and strain because they've been holding onto some assets ...

Standing in the eye of the storm

RUTH LIEW  |  TUESDAY, 22 JAN 2008
The once established "Centro" name is now often synonymous with the words "problematic", "collapsed" and "embattled", but other property fund managers have begun to see silver linings following the Centro meltdown. Listed property funds manager, Aspen ...

EM property posts Q4 boom

MICHAEL HOBBS  |  TUESDAY, 22 JAN 2008
The emerging markets property sector continues to outdo the developing markets property sector, according to a Standard & Poor's report. The Standard & Poor's Global Property & REIT Quarterly report found the S&P/Citigroup Global Property Index fell ...