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Showing 14621 - 14630 of 18284 results for "Plan"

Charter Hall closes retail fund oversubscribed

More than 40 financial planning groups have signed up to the first retail offering of Charter Hall Group, a listed property funds and development company that started life managing wholesale capital only. The group's Umbrella fund raised a total of ...

Matrix selects DMS

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
Matrix Planning Solutions has given the thumbs up to Dealer Management System (DMS) Adviser Online software after successfully implementing the software across its dealer group. DMS software provides transparent revenue information, a fully functional ...

First Quadrant launches fund for all seasons

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
US-based investment manager First Quadrant has launched Global Macro Trust, which aims to generate returns for institutional investors regardless of market direction. Max Darnell, chief investment officer at First Quadrant, said the global macro return ...

Franklin Templeton eyes Aus REITs

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
Franklin Templeton Investments is gradually reducing its exposure in Asian real estate investment trusts (REIT) and redirecting its focus on Australia to achieve stable growth. Jack Foster, head of global real estate and portfolio manager at Franklin ...

Market Wrap - Morning

AAP  |  THURSDAY, 6 DEC 2007
... cent. TOKYO - Shares climbed to their first positive close this week on a report that the British government has drafted a plan to nationalise troubled mortgage lender Northern Rock if it fails to strike a deal with private buyers. The Nikkei average ...

Non-TFN tax attack

MICHAEL HOBBS  |  WEDNESDAY, 5 DEC 2007
The 31.5 per cent tax penalty to be applied to super funds without member tax file numbers (TFN) risk massively damaging the retirement incomes of members who either don't know about the rule change or who can least afford the tax hit. Raising the dire ...

NZ planners regs improve fee transparency

New Zealand planners have received three-month notice to follow tighter rules on fee disclosure after a new government ruling was announced this week. NZ Commerce Minister Lianne Dalziel said that investment advisers will now be required to provide ...

Telstra Super signs Charles River for direct portfolio management

MICHAEL HOBBS  |  WEDNESDAY, 5 DEC 2007
Anyone needing more convincing that big super funds are evolving into investment managers should look at Telstra Super's deal to sign on with the Charles River Development portfolio management system. Established in 1990, Telstra Super has 90,000 members ...

Market wrap - midday

AAP  |  TUESDAY, 4 DEC 2007
The Australian stock market remained in the red at noon, dragged down by a poor lead from the US overnight and lower base metal prices. At 1200 AEDT, the benchmark S&P/ASX200 index was 21.4 points lower to 6512.1, while the All Ordinaries had shed 27 ...

ING Australia buys FSP Group

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
ING Australia becomes the third largest planning group in the country when it bought the FSP Group, adding a 145-adviser network with over $2.5 billion FUA to the fold in one swoop. The group sidesteps the industry's long-running problem on skills shortage ...