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Showing 14641 - 14650 of 18284 results for "Plan"

Planners need to shape up: Corbett

MICHAEL HOBBS  |  FRIDAY, 30 NOV 2007
People view the financial planning industry with cynicism because advisers aren't proficient and the level of disclosure surrounding advice fees is inconsistent across the industry, Roger Corbett, company director and former chief executive of Woolworths ...

iMap spearheads MA education

The Institute of Managed Accounts Providers (iMap) wraps up its first year as the peak body for managed accounts with a growing membership base and a clear strategy on its education and compliance-focused initiatives for 2008. Speaking at the final ...

Suncorp Aus equities team sets up boutique

Suncorp Investment Management suffers a big blow after its top-ranked Australian equities team, in charge of more than $5 billion in funds, resigned to start a boutique. Boutique incubator Pinnacle Investment Management has signed employment contracts ...

BT float sold out

Westpac closed its shareholder offer of shares in BT Investment Management Limited yesterday, ahead of the December 3 closing date, after receiving "strong support" from its shareholders. Applications received by the share registry before November 28 ...

Women priced out of life insurance

MICHAEL HOBBS  |  THURSDAY, 29 NOV 2007
More than two in five women with dependents have no life insurance because many perceive purchasing life insurance to be a costly, time-consuming exercise, according to an Allianz report. Meredith Barnes, national development manager, said women either ...

SOA at half price

... The new template will detail the scope of the advice, personal details, objectives and requirements, proposed solution and plan of action, and benefits of the proposed solution, and other relevant details. "We expect this SOA to reduce the time involved ...

T-Charter has limitations

MICHAEL HOBBS  |  THURSDAY, 29 NOV 2007
Super funds must understand the T-Charter document regarding transition managers, although a positive step, fails to provide adequate standards to evaluate transition managers, according to Russell Investments. In October State Street, Barclays Global ...

Fix your interest

Suncorp has launched an online savings account that allows account holders to name how much interest they want to earn on their money. The new product, called eOptions, will allow everyday savers to lock in higher interest earnings on their cash. For ...

Perfect storm

ALEX DUNNIN  |  THURSDAY, 29 NOV 2007
High oil prices and a shrinking US dollar signal an economic perfect storm looming on the horizon, warns the International Monetary Fund (IMF). Simon Johnson, IMF chief economist told ABC TV's Business Lateline program last night that the credit crisis ...

Cofunds accomodate fixed fee for service

MICHAEL HOBBS  |  WEDNESDAY, 28 NOV 2007
One of the largest platforms in the UK, Cofunds, has added extra features to its platform to serve planners who only charge fixed fees instead of commissions. The approach involves creating a cash account for each client where cash can be deposited ...