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Showing 15221 - 15230 of 18295 results for "Plan"

It's all about value and risk: Tyndall

HAMISH MADDEN  |  TUESDAY, 8 MAY 2007
Stock picking opportunities are less apparent in the current market environment, meaning investors should be focusing on finding value and managing risk, according to Tyndall's head of retail, Craig Hobart. Hobart said the current Australian equities ...

Fixed income reinvented: Lehman

... more aware of this philosophical shift," as opposed to their predecessors, he said. He added that the trend is reinforced by plan sponsors (in the US), or pension funds, who are trying new options to plug the gap between their assets and future pension ...

Good times to keep rolling for investors

Perennial Investment Partners' monthly Investors Index has found that April was an excellent month for investors in property and shares. "Global property has benefited from both a shift in institutional investor asset allocation in the developed markets ...

Baby boomers not so super informed

Millions of Australians are missing out on the benefits of the new super legislation after a study found that 70 per cent of those who could take advantage of the reforms don't know the new rules exist. Mercer Wealth Solutions conducted a study in March ...

IFM bolsters infrastructure team

CHRIS NICHOLLS  |  MONDAY, 7 MAY 2007
Industry Funds Management (IFM) has boosted its infrastructure team, with former CSFB executive, Kyle Mangini, joining as the new senior investment manager - infrastructure, and ex-BHP Billiton R&D executive, Michael Landman, joining as investment manager. ...

Advisers want transparency from licensees

ALEX DUNNIN  |  MONDAY, 7 MAY 2007
Adviser groups charging their franchisees too much is forcing practices to consider switching groups or whether they should set up on their own, said Darren Wise, managing director of Financial Planning Services Australia (FPS). "Some adviser practices ...

ATO approves ING monthly life payouts

CHRIS NICHOLLS  |  MONDAY, 7 MAY 2007
The ATO has handed down a landmark ruling stating that ING's OneCare customers who have life, TPD and trauma benefits paid as monthly installments can avoid having them assessed as income. Mark Vilo, ING's head of marketing & retail products, life risk ...

Centric rolls out mat for expats

HAMISH MADDEN  |  FRIDAY, 4 MAY 2007
Centric Wealth has opened an Expatriate Services division aimed specifically at Australians living abroad, those heading overseas or those returning home. Centric Wealth adviser, David Suthons, said the expatriates market was large, with over one million ...

AUI JVs a winning formula

Australian Unity Investments (AUI) has more than doubled its funds under management (FUM) to over $5 billion in under three years thanks to its joint ventures with top-performing boutique fund managers. As more and more star fund managers leave big ...

ASX200 option for legalsuper

HAMISH MADDEN  |  THURSDAY, 3 MAY 2007
Legal sector super fund legalsuper has launched a new ASX200 investment option, giving members the opportunity to invest up to 50 per cent of their super in top 200 listed companies. legalsuper joins a small but growing list of industry funds flicking ...