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Showing 15751 - 15760 of 18333 results for "Plan"

No conflict, more interest on MLC

Amid industry calls to curb conflicts of interest when giving advice, MLC will fundamentally change how it values an adviser's business from a model based on a set formula favouring in-house products to one based on an independent market valuation. ...

SEQUAL anoints MIAA reverse mortgage training

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
The Senior Australians Equity Release Association of Lenders (SEQUAL) has endorsed the Mortgage Industry Association of Australia (MIAA) as its first accredited reverse mortgage education provider. MIAA is the first education provider to meet standards ...

Chalk up number 7 for Bravura in the UK

ALEX DUNNIN  |  FRIDAY, 28 JUL 2006
Bravura Solutions has just won its seventh UK client for their Talisman administration software. Cardif Pinnacle, part of BNP Paribas, is one of the UK's top providers of creditor, warranty and investment products and have just agreed to license Bravura's ...

Mirvac to build houses for golf lovers

Property giant Mirvac Group has signed up an acquisition and development agreement to develop a $120 million residential block overlooking the Greg Norman-designed Brookwater Golf Course near Brisbane. The masterplan proposal is still subject to planning ...

Asgard makes shares easy through E*Trade

... signed technology services provider Praemium to provide their shares administration facilities. "This is all part of our plan to bring a next-generation shares offering to the market," said Geoff Lloyd, the group's chief executive. He explained, "We ...

Vanguard says volatility points to indexing

HAMISH MADDEN  |  FRIDAY, 28 JUL 2006
... was now worth 15 per cent of their portfolio, they should think about rebalancing, in accordance with their own investment plan. Which would, to the horror of some, mean selling some of those stocks they had become emotionally attached to. A problem ...

AMP caught on conflicts

KATE HAGE  |  THURSDAY, 27 JUL 2006
AMP Financial Planning (AMPFP) has been pulled up by the regulator for giving 300 clients unnecessary or inadequate super switching advice and having inadequate conflicts of interest procedures in place. Only months after the regulator's shadow shopping ...

Inaction is not the best action

... and re-invest it in other asset classes or pour new funds into asset classes that haven't been included in their portfolio. Plan B, a wealth management advisory firm with more than 19,000 clients in Australia and New Zealand, reinforced Bryant's view ...

FinLit website goes live

ALEX DUNNIN  |  THURSDAY, 27 JUL 2006
The Financial Literacy Foundation has finally launched its long awaited UnderstandingMoney website. UnderstandingMoney.gov.au is the public face of the Financial Literacy campaign that has transfixed the financial services, and in particular superannuation ...

First Capital and Explorer to launch SMSF wrap 'OzSuper'

ASX listed finance group First Capital is set to acquire separately managed account (SMA) provider Explorer Group for $14.6 million and launch what it claims is the first self-managed super fund (SMSF) wrap in the country. Through the acquisition, First ...