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Showing 14821 - 14830 of 18284 results for "Plan"

Microcap a winning formula at Cygnet

MICHAEL HOBBS  |  MONDAY, 8 OCT 2007
A fund manager who returned 73 per cent p.a. after fees for his clients last year is to manage a new fund that focuses on microcap stocks. Jonathan Rosham, co-founder of microcap specialist Cygnet Capital, will run Cygnet Microcap opportunity fund using ...

Apostle acquires IXIS' local distribution arm

ALEX DUNNIN  |  MONDAY, 8 OCT 2007
Apostle Asset Management has acquired the IXIS Australia distribution arm through a management-led buy out. Karyn West, the managing director of Apostle who was also formerly in charge of IXIS Australia, said the advantage of the arrangement is they ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Self managed super fund services provider Multiport has announced it has passed the $200 million mark in funds under administration for its managed accounts. Multiport's managed accounts service is primarily used by boutique dealer groups, which offer ...

Challenger FP strengthens operations

MICHAEL HOBBS  |  MONDAY, 8 OCT 2007
Challenger has appointed Sara Nathan to manager of operations and assurance, Pas Bueti to head of advice support services and Lily Roche to business program manager. Andrew Alcock, chief operating officer, said the new appointments were a critical part ...

Calliva gives SMSFs direct property route

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Boutique financial services group Calliva has taken advantage of recent changes in borrowing legislation for self managed super funds (SMSF) to offer direct commercial property investments via loans. Calliva's SuperAccess allows a super fund to finance ...

Another DIY take on home ownership

MICHAEL HOBBS  |  FRIDAY, 5 OCT 2007
With housing affordability continuing to deteriorate, one of the country's largest banks has come up with a way to get mums-and-dads access to residential property investments without the stamp duty costs nor the tenancy headaches. Westpac Residential ...

Principal goes beyond property

CHRIS NICHOLLS  |  FRIDAY, 5 OCT 2007
Principal Global Investors is set to go beyond its traditional property and income products with the launch of a new emerging markets fund and global equities fund early next year. The global equities fund will be a true first for the company in Australia ...

Advisers lead margin lending push

CHRIS NICHOLLS  |  FRIDAY, 5 OCT 2007
While investors are becoming more sophisticated, it's still advisers who are leading the massive growth in margin lending, according to BT Financial Group's head of wealth and wrap solutions, Chris Freeman. His comments came on the back of BT Margin ...

International ETFs debut on ASX

CHRIS NICHOLLS  |  THURSDAY, 4 OCT 2007
One of the world's largest exchange traded funds (ETFs) provider, Barclays Global Investors, has paired up with the local stock exchange to provide investors access to international shares and indices at a fraction of their current costs. The Australian ...

Battle for advisers

MICHAEL HOBBS  |  THURSDAY, 4 OCT 2007
After extensive market research, St. George-owned Securitor and the Commonwealth Bank have announced new strategies to strengthen their grip on Australia's burgeoning financial planning industry. The financial advisory dealer arm of Asgard Wealth Solutions ...