Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 15521 - 15530 of 18315 results for "Plan"

Data quality a global problem

ALEX DUNNIN  |  MONDAY, 4 DEC 2006
According to a new survey by AIM Software, the global financial industry continues to struggle complying with Basel II, Markets in Financial Instruments Directives and the Sarbanes-Oxley Act, citing data quality as their biggest problem. The survey ...

Wealth managers will have difficulty with AML

WWW.THESHEET.COM.AU  |  FRIDAY, 1 DEC 2006
The financial services organisations that will struggle most with the introduction of anti-money laundering programs are those that may otherwise be least affected by it - the life companies and investment managers in the wealth management sector. Steve ...

Daily economic round-up

PETER BELL  |  FRIDAY, 1 DEC 2006
Australian retails sales data just released by the ABS shows that over the last month there was a 0.8 per cent increase on a seasonally adjusted basis following the revised increase of 0.3 per cent in September and a 0.2 increase in August. Western ...

Putnam banks on fixed income

... on behalf of its clients including more than 200 institutional investors and over nine million shareholders and retirement plan participants. This year, its core fixed income team was awarded 'Overseas fixed income manager of the year" according to UK ...

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners. The 2006 Investment Trends Planner Technology Report found that XPLAN received 44 per ...

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
In response to widespread concerns about CGT realisation when migrating funds, Aviva has announced that from tomorrow advisers will be able to transfer client investments from Navigator Access to the full-featured Navigator platform without triggering ...

Tyndall appoints new MD

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
Tyndall has appointed ex-Asteron chief operating officer, corporate and distribution, Brett Himbury as managing director to replace Barry Sheehan. Himbury will report to Dennis Fox, chief executive of parent Promina Financial Services, and will be responsible ...

Philanthropy takes centre stage: Trust

... PPFs, is that it is suitable for high net worth investors only. "That's not the case at all. You can have an accumulation plan and get the tax effectiveness by spreading the funds over five years. When you do that, it can be quite significant," she said. ...

VFMC to take investments in-house

... Canada, where he was the senior vice president and risk management expert at the US$100 billion Ontario Teachers' Pension Plan. Not only is Ontario Teacher's one of the largest pension funds in Canada, it is also one of the most successful thanks to ...

More global, more professional: FPSB

The Financial Planning Standards Board (FPSB), the umbrella body that offers Certified Financial Planners (CFP) certification, is undergoing a major system overhaul that will benefit CFP-accredited financial planners by making their accreditation recognised ...