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Showing 14871 - 14880 of 18284 results for "Plan"

Fin Wisdom shuffles team

CHRIS NICHOLLS  |  TUESDAY, 18 SEP 2007
Financial Wisdom Premium's Victorian and Tasmanian regional manager, Tim Van Leeuwen, has become national operations manager, after previous head Matthew Brown took on additional responsibilities at Colonial First State. Van Leeuwen has been in the ...

Diversification under the microscope

MICHAEL HOBBS  |  TUESDAY, 18 SEP 2007
With easy money gone following the sub-prime fallout, an industry expert has urged investors to re-assess how diversified their investment portfolios are and whether they can withstand further market volatility. Damien Crowley, general manager of adviser ...

VFMC infrastructure fund takes flight

CHRIS NICHOLLS  |  TUESDAY, 18 SEP 2007
... cent stake in Birmingham International Airport. The A$1 billion purchase, in partnership with the Ontario Teachers' Pension Plan, who purchased 28.65 per cent, is the VFMC's first direct overseas infrastructure investment, but will not be the last, according ...

Super fund inflows reach record highs

CHRIS NICHOLLS  |  TUESDAY, 18 SEP 2007
... inflows had even caused some changes in market share for some individual super funds. However, figures from research house Plan for Life showed while Australian Wealth Management, AXA, Aviva, St. George and Colonial received the largest contributions ...

A third of over 55s will never retire: Citibank

CHRIS NICHOLLS  |  MONDAY, 17 SEP 2007
Nearly a third of Australian workers over 55 years old have no plans to retire, and 14 per cent intend to work well past 70, according to Citibank's latest Retirement Index. However, many of those working into retirement will not do it for the money ...

Macquarie NOHC a work in progress

WWW.THESHEET.COM  |  MONDAY, 17 SEP 2007
Macquarie Bank on Friday unveiled details of its plan to split into separate banking and non-banking businesses controlled by a non-operating holding company but cautioned that the blueprint would be subject to change. Macquarie issued a memorandum ...

Merger to create $10bn property fund

CHRIS NICHOLLS  |  MONDAY, 17 SEP 2007
Centro's proposed merger between their Shopping America Trust and Retail Trust is set to create Australia's ninth largest property fund, with assets worth $10.1 billion. Subject to a shareholder vote, the merger will give the stagnant American Trust ...

Perpetual rejigs wealth and asset mgmt arms

MICHAEL HOBBS  |  MONDAY, 17 SEP 2007
Listed fund manager Perpetual has restructured its wealth and asset management divisions moulding them into five new units in line with the growing importance of the group's private client business. The five new business units are Australian equities ...

King doubles size after buying spree

MICHAEL HOBBS  |  FRIDAY, 14 SEP 2007
King Financial Services has doubled its size after it acquired two advisory groups with a combined funds under advice (FUA) of $290 million. The Canberra-based company is now one of the largest financial planning firms in the Australian Capital Territory ...

Seven page PDS insurance breakthrough

ALEX DUNNIN  |  FRIDAY, 14 SEP 2007
Allianz has thrown down a huge challenge to the insurance industry with the launch of a direct access life insurance suite of products that not only lower costs by up to 30 per cent but come with a product disclosure statement that is only seven pages. ...