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Showing 15181 - 15190 of 18291 results for "Plan"

Investa property funds get SRI tick

CHRIS NICHOLLS  |  WEDNESDAY, 23 MAY 2007
Investa Funds Management's (IFM) Diversified Office Fund and Commercial Property Fund are Australia's first property funds to receive the Ethical Investment Association's Sustainable Responsible Investment (SRI) certificate. The funds received the certification ...

Private equity redefines mum-and-dad investing

The blow-out of leveraged buy-out activity (LBO) in Australia from an annual average of $1.5 billion to last year's record $27 billion is changing the investment landscape, but not in the way most people think. Andrew Goddard, director in alternative ...

Value planners on profitability, not scale

... the financial planning sector has finally reached the stage where many industry players are making a beeline for the ASX. Plan B, Storm Financial and Centric have all announced intentions to list while other major dealer groups are believed to be sounding ...

New blood to shake up CFS Aussie equities

Colonial First State, one of the largest equities funds manager in the country, hopes to turn its misfortunes on the personnel front into an opportunity to hunt new talent and revamp its performance track record. The revolving door at CFS has kept turning ...

Mercer appoints new financial advice leader

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
Mercer Wealth Solutions has announced the appointment of former Citigroup executive Scott Walters as Australian financial advice leader. Walters will be responsible for developing Mercer's well-established employed face-to-face and phone-based financial ...

Planners must build trust and stay on message: Koch

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
The financial planning industry is suffering from serious image problems and faces many challenges before it can effectively reach out to more Australians, according to media personality and finance media executive, David Koch. Speaking at the 2007 ...

Praemium integrates market data streaming

ALEX DUNNIN  |  TUESDAY, 22 MAY 2007
Praemium has integrated live market trading data into its web-based V-wrap portfolio administration and separately managed account service to create a new desktop system that will be freely available to clients who want to white label the application ...

Investors will be compensated for dud advice: Pearce

ALEX DUNNIN  |  MONDAY, 21 MAY 2007
Financial services licensees must have measures in place so they can compensate retail clients if the advice or services they provide are found to be "inappropriate". The measures are part of a new regulation just announced by the Government and may ...

AUI healthcare re-opens for business

Australian Unity Investments (AUI) has re-opened its Healthcare Property Trust (HPT) to investors after pouring $78 million into new healthcare acquisitions last year. Martin Hession, head of property at AUI, said that the fund was closed back in March ...

Billions flow in to super ahead of June 30

CHRIS NICHOLLS  |  MONDAY, 21 MAY 2007
Money continues to pour into super funds prior to the June 30 cut-off for contributions up to $1 million, and it's likely to keep building, according to Macquarie Adviser Services and BT Financial Group. Macquarie said today it had received more than ...