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Showing 15801 - 15810 of 18334 results for "Plan"

Careless spending wastes $25bn

A new survey has found that Australians spend an average $25 billion per year on daily luxuries such as takeaway food and trashy magazines, with the unusual discovery that men are actually the bigger 'careless spenders' than women. Virgin Money has ...

Credit Suisse adds to distribution management team

HAMISH MADDEN  |  WEDNESDAY, 28 JUN 2006
Credit Suisse has announced the appointment of a new director, channel management and direct sales in asset management. Craig Mowll will step into the position and, along with the head of the institutional sales business, John Maragiannis, will spearhead ...

Finsia and ASX to educate advisers on listed products

HAMISH MADDEN  |  TUESDAY, 27 JUN 2006
The Australian Stock Exchange (ASX) and the Financial Services Institute of Australia (Finsia) today announced the launch of a new training program focused on listed financial products. Research undertaken by the ASX and published in 2005 found that ...

ING launches new tool for employer super advisers

KATE HAGE  |  TUESDAY, 27 JUN 2006
ING has launched a tool to help its national adviser network grow their employer super business, which they tip to swell following the advent of super choice and the recent Federal Budget reforms. The tool is a business consulting, servicing and marketing ...

Value of advice shines at Tupicoffs

Financial planner Neil Kendall from financial planning group Tupicoffs has successfully demonstrated the 'value of advice' after his one-off pro-bono work for a low income client saw them nearly $300,000 better off. Announced the winner of this year's ...

Westpac FP launches $500k super campaign

Westpac Financial Planning has launched a marketing campaign designed to help their existing clients realise the extra incentives to save for their retirement on the back of Treasurer Costello's proposed 2006 super reforms. In what is its first major ...

FPA preps members on conflicts of interest principles

Against the view that many financial planners are putting their own paycheque before their clients' best interests, the Financial Planning Association (FPA) has issued a guide designed to help their members manage potential conflicts of interest. The ...

Finsia SEEKs new frontier with partnership

HAMISH MADDEN  |  FRIDAY, 23 JUN 2006
... Financial Services Institute of Australasia (Finsia) has announced a strategic partnership with SEEK Learning as part of a plan to expand the range of financial services education options. Finsia has announced the launch of eight new certificate courses ...

Bravura IPO closes over-subscribed

HAMISH MADDEN  |  FRIDAY, 23 JUN 2006
Financial software and professional services provider Bravura Solutions has announced it will list on the Australian Stock Exchange (ASX) on Wednesday 28 June with its initial public offer (IPO) closing over-subscribed. Bravura successfully raised $40 ...

HNW investors dumping hedge funds in favour of PE

ALEX DUNNIN  |  THURSDAY, 22 JUN 2006
High net worth (HNW) investors are diversifying their investments away from equities and property but underperforming hedge funds have pushed them into the private equity sector. Merrill Lynch have just released the 10th anniversary edition of their ...