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Showing 16021 - 16030 of 18356 results for "Plan"

OFM's strategic acquisition reaping results

OFM Investment Group, driven by growth in reverse mortgages, strategic property acquisitions, good ratings and distribution deals, has delivered profit results in line with expectations. The main drivers for the group, according to a OFM's acting CEO ...

Measure super choice the right way: InvestmentLink

Super choice is alive and kicking hard, but its being driven by people taking their old fund to their new employer rather than by traditional rollovers. Latest figures from superannuation information hub specialist InvestmentLink confirm that in just ...

FPA appoints new CEO

The Financial Planning Association (FPA) has appointed a new CEO to replace Kerrie Kelly who departed on 3 March. Jo-Anne Bloch, formerly deputy CEO of the Investment and Financial Services Association (IFSA) from 2002-04 and most recently principal ...

Super splitting could save $21,000 in tax: AMP

As it prepares to undertake a large scale super splitting education campaign for its planners, AMP claimed that taking full advantage of the new rules could save couples up to $21,000 in tax. On the back of an extensive adviser education program for ...

Asteron appoints head of dealerships

Asteron has announced the appointment of former ANZ NSW/ACT state financial planning manager David Carter to the role of head of dealerships in corporate and distribution. Beginning the role on 3 April, Carter's appointment follows an extensive search ...

Industry and retail fund bickering needs to stop: Planners

The consensus among planners who attended the van Eyk conference in Sydney this week was clear: industry and retail funds need to stop bickering and instead serve consumers as a homogeneous front. On the same day that IFSA released research revealing ...

Equity Trustees appoints regional BDM

Equity Trustees has announced the appointment of a new regional business development manager. Mike Mirams joins the Melbourne-based fund manager and will take responsibility for managing client relationships in Victoria, Western Australia and Tasmania. ...

Flexibility but at a great price - the Virgin Mortgages way

Virgin Mortgages is targeting Gen X and Y consumers who want a good value deal with well priced but useful features rather than just the cheapest product. Interim CEO David Baxby said that the loan's appeal is all "in the detail" as Virgin is not competing ...

Planners advised to plan ahead on succession

... business experts. AXA has launched its merger, acquisition and succession planning initiative 'GROW', designed to help planners plan ahead when it's time to sell their business. "Many principals only begin to plan their exit strategy just prior to the ...

Australians are starting their retirement saving too late: Citibank

Citibank research has revealed that 19 per cent of semi or fully retired Australians have no retirement savings, while 44 per cent of retirees regret not starting to save for their retirement much earlier. The staggering numbers are revealed in the ...