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Showing 15591 - 15600 of 18335 results for "Plan"

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... at Zurich, Mark Fabris strategic marketing manager Zurich, Graham Peatey principal of Encore, Peter Sobels consultant with Plan for Life, Michael Murphy outgoing president of the AFA and Richard Klipin the AFA's chief executive officer. Troy Edmondson ...

Advice in 2020

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
What will the advice industry look like in 2020? Peter Bobbin from the Argyle Partnership posed the question to a panel of high powered industry thought leaders at the Association of Financial Advisers (AFA) conference. Jim Minto, chief executive of ...

Sen Chapman explains Parliamentary Inquiry

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
Holding his cards close to his chest, Senator Grant Chapman, Chairman of the Parliamentary Inquiry into the Structure and Operation of the Superannuation Industry, gave a few hints about the big issues confronting the Inquiry. Speaking at the Association ...

FPA reports finances and enrolments on the up

HAMISH MADDEN  |  TUESDAY, 31 OCT 2006
Ahead of its annual general meeting (AGM) on 24 November, the Financial Planning Association (FPA) has announced an operating surplus of $606,000 as well as record enrolments into the CFPA(R) program. The surplus means that FPA cash reserves have been ...

Skandia buys Intech to form $13b platform and research co

Platform provider Skandia has acquired investment consultant Intech for an undisclosed sum in a move that forms a massive platform and research group with over $13 billion in funds under management. In a surprise move that both parties have managed ...

Matrix planner wins AFA Rising Star Award

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
Jason Danjoux, a Matrix Planning Solutions representative, has taken out the AFA Rising Star Award 2006 in a close decision over his fellow finalists. The AFA Rising Star Award, sponsored by ING, recognises the dynamic talents of some of the industry's ...

Health Super adds CFO

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
Health Super, the industry fund for the healthcare sector, has announced the appointment of Graeme Lawrie to the newly created position of chief financial officer. Lawrie will assume responsibility for Health Super's financial management, IT, HR and ...

FPA appoints GM for standards, certification and education

HAMISH MADDEN  |  FRIDAY, 27 OCT 2006
The Financial Planning Association (FPA) has combined its professional standards, CFPA(R) certification and education streams and appointed Deen Sanders as general manager to oversee the newly merged function. Sanders moves from his role as general ...

Change at the top for Tribeca

HAMISH MADDEN  |  FRIDAY, 27 OCT 2006
Tribeca Learning has announced the appointment of a new managing director and chief executive officer as current head, Adam Davis, waves goodbye to the organisation. Warren Jacobson, a Tribeca board member since May 2001, has been appointed to head ...

ING Australia disappoints

WWW.THESHEET.COM  |  FRIDAY, 27 OCT 2006
ANZ's return on equity from its wealth management subsidiary, ING Australia, has not met the hurdle rate set for it, ANZ chief executive, John McFarlane, said yesterday. McFarlane said none of the big banks were getting "a lot of value" from their wealth ...