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Showing 15081 - 15090 of 18295 results for "Plan"

No multi-sector managers deserve five-stars: S&P

S&P Fund Services has awarded 28 multi-sector fund managers with a four-star rating but stopped short of recommending any of the fund managers among the 250 multi-sector funds analysed with the coveted five-star badge. The 2007 multisector report was ...

Cuscal's customers commit for the long term

HAMISH MADDEN  |  THURSDAY, 5 JUL 2007
Credit Union Services Corporation (Aust) Ltd (Cuscal) has entered into long-term contracts with all its existing customers. All 117 credit unions that had partnered with Cuscal have re-signed contracts out to 2012. John Gilbert, chief executive of Cuscal ...

Super contributions jump 42 pct to $114b

ALEX DUNNIN  |  THURSDAY, 5 JUL 2007
SimplerSuper has put a rocket underneath total contributions flows with analysts suggesting total inflows could reach $114 billion this year, up a staggering 42 per cent from last year. Ross Clare, director of research for the Association of Super Funds ...

NAB Financial Planning appoints new GM

CHRIS NICHOLLS  |  THURSDAY, 5 JUL 2007
NAB has announced Geoff Rogers will take over as general manager of NAB Financial Planning, moving up from head of the retail planning division. Rogers has extensive previous experience at MLC, and headed up wealth management at Bank of New Zealand. ...

Austock MAs to be powered by Financial Simplicity

HAMISH MADDEN  |  WEDNESDAY, 4 JUL 2007
Austock Securities has chosen Financial Simplicity to provide the infrastructure for its managed accounts capabilities. The Financial Simplicity software will be implemented by Austock to power its portfolio management capabilities, including enabling ...

Market wrap - morning

AAP  |  WEDNESDAY, 4 JUL 2007
The Australian share market is likely to open marginally higher this morning ahead of a decision today on interest rates by the Reserve Bank of Australia. Today's higher opening is anticipated ahead of a strong day of Wall Stret trade and a fall of ...

Fisher Graham announces new MD

HAMISH MADDEN  |  TUESDAY, 3 JUL 2007
The Fisher Graham Group has appointed a new managing director. Gary Levitt joins the business as managing director, bringing over 16 years experience to the group, with roles in various functions including financial planning, distribution, business ...

Creative products will meet aged consumers' needs: Asteron

ALEX DUNNIN  |  TUESDAY, 3 JUL 2007
Last week's census results showing that the number of people aged 85 years and over increased more than five times the rate of the overall population means it's time wealth managers got creative in designing products specifically for these consumers ...

Plan to give: Perpetual

HAMISH MADDEN  |  MONDAY, 2 JUL 2007
... this where a financial adviser can recommend charitable giving as a core component of their client's comprehensive strategic plan," Knowles said. "Advisers discussing charitable giving with their clients empowers them to grow a more holistic and enduring ...

Member TFNs now law but problems persist

ALEX DUNNIN  |  MONDAY, 2 JUL 2007
Fund members not wanting to lose their superannuation tax concessions are, since 1 July, required to supply their Tax File Number (TFN) to their fund, but that doesn't mean concerns about how the legislation operates have subsided. Josel Ginsburg, a ...