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Showing 14731 - 14740 of 18284 results for "Plan"

Fin planning uptake doubles

MICHAEL HOBBS, MICHELLE BALTAZAR  |  TUESDAY, 6 NOV 2007
The number of people who fully follow their planner's advice have doubled compared to last year but the industry still has a long way to go, according to a new survey. ING Australia commissioned Nielsen to survey over 700 consumers and 300 financial ...

Assets growth kills alpha: State Street

CHRIS NICHOLLS  |  TUESDAY, 6 NOV 2007
Assets under management (AUM) growth can have a significant impact on alpha generation unless models are altered to deal with capacity issues, according to State Street Associates vice president Simon Myrgren. Myrgren said State Street had developed ...

MLC tailors critical illness underwriting

MICHAEL HOBBS  |  TUESDAY, 6 NOV 2007
MLC has strengthened its underwriting business by creating the Critical Illness-Special Risk tool and by hiring additional experts to help advisers. Tracey Crowe, chief underwriter at MLC, said the Critical Illness-Special Risk tool would allow MLC ...

Mariner ups stake in German property

CHRIS NICHOLLS  |  TUESDAY, 6 NOV 2007
Mariner Financial has added more than 30 per cent to its current real estate platform with the acquisition of two properties in Gotha, Germany for A$52(-33) million. The properties, a retail supermarket and a government-leased office building, are both ...

JPMorgan WSS appoints new head

MICHAEL HOBBS  |  TUESDAY, 6 NOV 2007
... Zealand and previously held board positions in National Mutual Superannuation and the National Mutual Staff Superannuation Plan. Laurance Bailey, chief executive at JPMorgan WSS Asia Pacific, said, "Perry's appointment underscores our commitment to growing ...

Super switchers fall

CHRIS NICHOLLS  |  MONDAY, 5 NOV 2007
The number of investors switching funds has continued to decline, with only 3.7 per cent of investors switching in the March quarter and only 3.3 per cent in the June quarter, according to a new Roy Morgan report. The report stated while December showed ...

Market wrap - midday

AAP  |  MONDAY, 5 NOV 2007
At 1200 AEST, the benchmark S&P/ASX200 index was 77 points lower to 6619.6 while the All Ordinaries was down 72.2 points to 6654.5. On the Sydney Futures Exchange, the December share price index contract was 65 points lower to 6633 on a volume of 15,372 ...

Cairns planner jailed for fraud

CHRIS NICHOLLS  |  MONDAY, 5 NOV 2007
A Cairns financial adviser has been sentenced to eight years jail after pleading guilty to 14 fraud charges involving almost $1 million of client money. The Cairns District Court sentenced the man, Piet Cornelius Walters, on October 30, after he pleaded ...

Evans & Partners selects Praemium

MICHAEL HOBBS  |  MONDAY, 5 NOV 2007
Melbourne based investment advisory, Evans & Partners, has chosen Praemium to provide front and back office software solutions. Under the deal, Evans & Partners will use Praemium's market data service, p-Desktop, and portfolio administration program ...

FPA chair joins FPSB

The Financial Planning Association (FPA) chair Corinna Dieters will represent Australia in the nine-member global governing body of Financial Planning Standards Board (FPSB). FPSB is a non-profit international organisation that manages and develops ...