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Showing 15141 - 15150 of 18290 results for "Plan"

MLC builds flexibility into MasterKey

HAMISH MADDEN  |  THURSDAY, 7 JUN 2007
In line with the new pension income rules, MLC has unveiled MLC MasterKey Pension, an integrated and flexible vehicle which delivers cost saving through account consolidation. MLC has structured two version of the product - MLC MasterKey Pension, which ...

Market wrap - morning

AAP  |  THURSDAY, 7 JUN 2007
... cent. TOKYO - The Nikkei ended flat as investors sold Advantest and other recent gainers, but Marubeni surged on news of its plan to invest in the United Arab Emirates and on a brokerage upgrade, helping the benchmark hold above 18,000. The Nikkei dipped ...

Westpac structured equities team moves over to CommSec

WWW.THESHEET.COM  |  WEDNESDAY, 6 JUN 2007
Westpac's structured equity investments team, led by Suzanne Salter and Mogsheen Jadwat, after quitting the bank on Friday, are moving to CommSec so they can help muscle up CommSec's structured products department. Salter and Jadwat, who started working ...

BT Wrap technology in full throttle

... adapted a straight through processing (STP) technology compatible with the two software providers. "If a planner creates a plan in Xplan, VisiPlan or COIN, the details of that plan will be automatically sent to the BT Wrap desktop," he said. That contrasts ...

'Tis the season to be philanthropic

CHRIS NICHOLLS  |  TUESDAY, 5 JUN 2007
You can tell tax time is on the horizon when two new charitable giving products and one philanthropy workshop appear in the space of 48 hours. Goldman Sachs JBWere yesterday launched their Charitable Endowment Fund (CEF), allowing investors to donate ...

Keysbrook joins national best practice project

HAMISH MADDEN  |  TUESDAY, 5 JUN 2007
Western Australian based Keysbrook Financial Services has joined the "Best Advice" project, a national cooperative project between privately owned financial planning businesses to develop a best practice model for implementation in their individual ...

Tyndall completes equities team shuffle

HAMISH MADDEN  |  TUESDAY, 5 JUN 2007
Tyndall has completed a review of its equities team, resulting in the appointment of a new analyst, the creation of a deputy head of equities role and internal promotions. Previously head of research, Warwick Cumming has been promoted to the new role ...

Planners should not face criminal charges: FPA

HAMISH MADDEN  |  MONDAY, 4 JUN 2007
The Financial Planning Association (FPA) is arguing for the removal of criminal sanctions for advisers who fail to provide disclosure to clients, claiming the current regime is "excessive, unjust and contributes to fear and uncertainty". In a submission ...

Private equity good for returns, not diversity: Watson Wyatt

CHRIS NICHOLLS  |  MONDAY, 4 JUN 2007
Private equity is about high long-term returns but its ability to add diversification to a portfolio is limited, according to a recent Watson Wyatt report. The Watson Wyatt Private Equity Explained report said that private equity as an asset class ...

Blood and Gore fund sustainable

It is a fund that's been labelled 'future-proof' and has 'performance with principles' and now mum-and-dad investors in Australia can invest in Generation Investment Management (GIM), co-founded by ex-Goldman Sachs CEO David Blood and former US vice ...