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Showing 15091 - 15100 of 18289 results for "Plan"

Rich get richer

CHRIS NICHOLLS  |  THURSDAY, 28 JUN 2007
High global GDP growth and market capitalisation are driving ever higher numbers of high net wealth (HNW) individuals and ultra high net wealth (UNHW) individuals, according to the 11th annual World Wealth Report. The report, conducted by Capgemini ...

Perpetual launches structured cap-protection fund

CHRIS NICHOLLS  |  THURSDAY, 28 JUN 2007
Perpetual has announced the first capital protected structured fund, providing lock-in gains and an option to borrow up to 100 per cent of original invested value and the first year's interest with no margin calls. Perpetual Protected Investments Series ...

Austock added to Mac margin lending

HAMISH MADDEN  |  THURSDAY, 28 JUN 2007
Macquarie has added Austock Imputation Bonds to the approved list for Macquarie Margin Loans. Austock Life managing director, Ross Higgins, said the ability for investors to now gear the Austock Imputation Bond through a third party provider like Macquarie ...

InvestorWeb research for sale?

It is understood that the sale document for InvestorWeb, the managed funds research arm of IWL, is circulating in the market two months after IWL divested its financial software business VisiPlan. As reported previously by Financial Standard, InvestorWeb ...

Credit Suisse puts twist on hedge indexing

Credit Suisse has launched a new indexed leveraged hedge fund, with a unique daily liquidity feature and exposure to multiple hedge fund strategies and managers. The Credit Suisse/Tremont Index Strategies Fund, which opened two weeks ago, provides retail ...

Small caps equals big performance for Pengana

CHRIS NICHOLLS  |  TUESDAY, 26 JUN 2007
Pengana Capital's Global Small Companies Solution has recorded an 18.2 per cent annualised return and beaten its own equally weighted benchmark by 9.1 per cent over the last two years. Chief investment officer, Nick Griffiths, said the performance of ...

Ord Minnett adds to planning team

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
Ord Minnett has appointed a new private wealth adviser to its Melbourne team. Shane Williams joins the 35 strong Ord Minnett financial planning network, which spans Sydney, Melbourne, Canberra, Adelaide, Brisbane, the Gold Coast, Buderim and Mackay. ...

Plum podcasts

HAMISH MADDEN  |  MONDAY, 25 JUN 2007
... Fitzsimons said podcasting was the first step in a multi-channel strategy. "Podcasting is just one of many new mediums we plan to trial and will hold prticular appeal to the tech savvy younger generations," he said. "We're not expecting the podcasts ...

HLB Mann Judd national strategy remains unchanged

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
It is business as usual for HLB Mann Judd in most Australian States, following the sale of the HLB Mann Judd financial planning business in Victoria to Bridgeport last week. HLB Mann Judd National Association chairman, John Biddle, was keen to point ...

Success of planners a double-edged sword

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
Promoting financial planning may be the next big challenge for the industry, but it will also expose a chronic shortage of planners, according to AMP Financial Planning managing director Michael Guggenheimer. While the industry definitely needed to ...