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Showing 15811 - 15820 of 18339 results for "Plan"

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 ...

Plan B refutes first mover claims on fee for service

KATE HAGE  |  THURSDAY, 22 JUN 2006
Perth based financial planning group Plan B has refuted "first mover" claims made by MLC's high end financial planning group Godfrey Pemboke, who last week touted their switch to a purely fee for service remuneration model as a first in the industry. ...

Bluestone adds role of COO

HAMISH MADDEN  |  THURSDAY, 22 JUN 2006
Niche lending group Bluestone has announced a key appointment in the newly created role of chief operating officer as it looks to continue its rapid growth. Tony Pescott will take up the new role of chief operating officer with the rapidly expanding ...

FPA announces Value of Advice Awards 2006

The Financial Planning Association (FPA) has announced the winners of the inaugural Value of Advice Awards 2006. There are four main categories namely 'wealth accumulation', 'post-retirement planning and management', 'low income planning' and 'pre-retirement ...

New kid on the ratings block: Heron

Superannuation consulting group The Heron Partnership has joined Chant West, Rainmaker and SuperRatings in the superannuation product ratings game with the launch of its own fund ratings service. The group reviewed 98 funds from the industry fund, master ...

Market wrap

AAP  |  TUESDAY, 20 JUN 2006
... for more developments in Babcock & Brown and Australian Pipeline Trust's takeover of GasNet, and Macquarie Infrastructure's plan to float three of its toll roads. On the economics front Macquarie Real Estate will release its Market Outlook report. NEW ...