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Showing 14691 - 14700 of 18284 results for "Plan"

Commissions could breach sole purpose test

CHRIS NICHOLLS  |  FRIDAY, 16 NOV 2007
Trustees of retail super funds who pay commissions to subsidise holistic advice could be breaching the sole purpose test, according to Industry Super Network executive manager David Whiteley. Speaking at the Association of Superannuation Funds of Australia ...

Resources boom gone in three years: Putnam

CHRIS NICHOLLS  |  FRIDAY, 16 NOV 2007
New transport and resources infrastructure arriving in the next three to four years could lead to the end of the current global resources boom, according to Shigeki Makino, Putnam Investments chief investment officer of global core equities. He said ...

What members want

A Telstra Super research study on what its members want has revealed some surprising results, including how much people are willing to pay and for what services. Speaking at the ASFA conference yesterday, Telstra Super's general manager in marketing ...

Platforms control two-thirds of planner FUA

Platforms now account for two-thirds of planner funds under advice after jumping from 53 per cent just four years ago, according to new research from the Rainmaker group. The research contained in Rainmaker's latest Advantage report confirmed that despite ...

Platforms demand liquidity on alternatives

MICHAEL HOBBS  |  THURSDAY, 15 NOV 2007
As alternative assets become more essential in a balanced portfolio, platforms are still coming to grips with the liquidity and pricing issues surrounding the asset class. Geoff Lloyd, chief executive at Asgard Wealth Solutions, said Asgard's platform ...

Market Wrap - Midday

AAP  |  THURSDAY, 15 NOV 2007
The Australian share market was slightly higher at noon after starting the day on the back foot after Wall Street finished down. At 1206 AEDT, the benchmark S&P/ASX200 index was 5.4 points higher at 6604 and the All Ordinaries had added 9.9 points to ...

ASFA launches three-part super plan

CHRIS NICHOLLS  |  THURSDAY, 15 NOV 2007
Soft compulsion, increased advice and standardised investment options would be the Association of Superannuation Funds of Australia's (ASFA) key goals in the near future, according to chief executive Pauline Vamos. Speaking at the opening day of the ...

Land of the rising small caps

MICHAEL HOBBS  |  THURSDAY, 15 NOV 2007
Morgan Stanley's global small cap portfolio is steering away from Australia's resource sector and refocusing on Japan's value stocks, according to managing director and co-head of international and global small cap value strategies, Margaret Naylor. ...

Fund managers must raise benchmarks

The role of the active manager is not just to provide investors with above-benchmark returns but to keep raising those benchmarks, said Paul Fiani, head of Australian equities boutique fund Integrity. Passive managers have grown in popularity as one ...

Govt to address underinsurance

MICHAEL HOBBS  |  WEDNESDAY, 14 NOV 2007
More than one in two planners believe that the government should take a lead in tackling the country's chronic underinsurance, according to a financial planner poll. More than 50 per cent of the attendees at this month's ING OneCare Express roadshow ...