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Showing 14751 - 14760 of 18284 results for "Plan"

Equities without borders

CHRIS NICHOLLS  |  WEDNESDAY, 31 OCT 2007
The demarcation lines between international and local equities will soon disappear, according to Schroders' head of Australian equities, Martin Conlon. He said the removal of national barriers between companies, markets and exchanges would lead to an ...

BT Financial and Westpac launch all-in-one super

MICHAEL HOBBS  |  TUESDAY, 30 OCT 2007
A month after BT Financial Group chief executive Rob Coombe challenged the industry to find better ways to engage the public on the retirement savings debate, the group and Westpac have introduced sweeping changes to the way BT provides superannuation-related ...

MLC reduces SOA burden

MICHAEL HOBBS  |  TUESDAY, 30 OCT 2007
It's not quite wafer thin but MLC has reduced its Statement of Advice (SoA) templates by more than two-thirds shortly after the introduction of the 'Incorporation by Reference' legislation. The new law, which was introduced three months ago, mandated ...

ING IM tailored to suit

ING Investment Management has restructured its existing management team to cater for recent developments in the investments industry, particularly growing institutional demand for alpha/beta-specific strategies. It's not quite a radical departure from ...

ME quadruples fixed income FUM

CHRIS NICHOLLS  |  TUESDAY, 30 OCT 2007
Members Equity Bank has quadrupled its fixed income product funds under management (FUM) in the last four years, according to financial information manager Tom Bekiaris. The fund, which forms part of the various industry funds' fixed income allocations ...

All about Eve

SUZY MAC  |  TUESDAY, 30 OCT 2007
Barclays' Wealth Management has estimated that by 2020, women will outnumber men in the millionaire's club, and within 20 years, 60 per cent of the world's wealth will be managed by women. The global study is supported by local research from Veda Advantage ...

Integrity opens to retail

Integrity, a boutique fund set up by former UBS Australian equities head Paul Fiani, hits the ground running with $400 million in institutional money already invested and a new retail fund launched last week. The Integrity Australian Share fund, loosely ...

Deloitte merges with analytics boutique

CHRIS NICHOLLS  |  MONDAY, 29 OCT 2007
Deloitte's Data Analytics group has announced it will merge with boutique data analytics firm Analytic Insight. The team of eight consultants based in Sydney and Melbourne will join an existing national practice of 70 at Deloitte. Deloitte chief executive ...

Transition to retirement still a mystery

MICHAEL HOBBS  |  MONDAY, 29 OCT 2007
More education is needed to ensure those approaching retirement age don't overlook the benefits of transition to retirement (TTR) strategies, according to Doug Webber, Macquarie private wealth national practice manager. During Macquarie's private wealth ...

ATO fines SMSF $62k

MICHAEL HOBBS  |  MONDAY, 29 OCT 2007
As the Australian Tax Office cracks down on SMSF misuse, a trustee couple representing Axent Group have been fined up to $62,500 for using nearly $150,000 in fund assets to pay their personal debt. The group has been fined $30,000 after selling property ...