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Showing 14891 - 14900 of 18284 results for "Plan"

Perpetual charity

MICHAEL HOBBS  |  TUESDAY, 11 SEP 2007
Perpetual has launched its Charitable and Community Investor Fund designed to ensure non-profit organisations and charities can generate income for their everyday activities. "Charities and non-profit organisations are constantly challenged by the need ...

JPMorgan serves up investment legends

CHRIS NICHOLLS  |  TUESDAY, 11 SEP 2007
JPMorgan has released a structured investment product, available exclusively to Citibank customers, that gives access to three of the world's most famous investors, including the legendary Warren Buffett. The JPMorgan Masters Selection Series 2 Target ...

The great Australian FM shuffle

Who is managing your money? According to a new report, more than a third of household names in Australian equities fund management lost a key portfolio manager or analyst in the last seven months, changing the balance of power and muscle in the local ...

Kaplan adapts Finsia teaching model

WWW.THESHEET.COM  |  MONDAY, 10 SEP 2007
US education company Kaplan has just taken over the teaching division of Finsia and while making a commitment to maintain the group's curriculum and teaching style, changes are also in the wings. Kaplan Australia chief executive Warren Jacobson said ...

BT appoints new CFO and replaces multi-strategies head

BT Financial Group has appointed a new chief financial officer and head of multi-strategies ahead of the partial float of its funds management arm. Earle MacGregor is the new chief financial officer while Robert Swift is the new head of multi-strategies ...

Dalton Nicol Reid seals MBO

CHRIS NICHOLLS  |  MONDAY, 10 SEP 2007
Brisbane-based IMA specialist Dalton Nicol Reid has completed a management buy-out of their business from co-partners and investment advisers Fitzpatricks for an undisclosed sum. The move allows Dalton Nicol Reid to become totally independent and focus ...

Consultum takes flight

Flight Centre Limited's in-house financial advisory service, MoneyWi$e, has joined national dealer group Consultum Financial Advisers. The MoneyWi$e service, consisting of 15 financial advisers across Australia, is one of travel company Flight Centre's ...

Mercer multi-manager is more tax savvy

MICHAEL HOBBS  |  THURSDAY, 6 SEP 2007
Mercer Global Investments raises the stakes in after-tax investing after it shifted $2.5 billion of multi-manager mandates into fund managers that are more tax-conscious. Mercer Global Investments (MGI) has overhauled its Australian share portfolio ...

IOOF plays fair with fee discounts

CHRIS NICHOLLS  |  THURSDAY, 6 SEP 2007
IOOF has opened the door to offer its fee aggregation discount service to same-sex couples. The policy change came about after a single enquiry, said head of strategy and product, Nick Everingham. Just last week, Everingham said they had someone apply ...

Pre-retirees map out uncertain future: FSS

MICHAEL HOBBS  |  WEDNESDAY, 5 SEP 2007
Almost one-third of Australians are planning to ease themselves into retirement through part-time work, according to a First State Super survey. Michael Dwyer, chief executive of First State Super, said discovering how their members intended to approach ...