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Showing 16121 - 16130 of 18356 results for "Plan"

FSR changes usher era of less but better compliance

It took a long time but the proposed changes to the Financial Services Regulation (FSR), which promised to reduce the compliance burden on the industry while also being more consumer-friendly, were finally passed on as law this week. In a 10-page statement ...

Westpac launches zero monthly fee account

... tool. "The financial management tools that come with the account will also help customers to start and stick to a savings plan. They can set a savings goal and the statement will tell them how they are tracking and whether they are on target," said Tim ...

Optimum and REST the top performing allocated pensions: SelectingSuper

Optimum's diversified growth allocated pension fund and REST's diversified balanced allocated pension fund have topped their respective tables with returns of 16.5 per cent and 14.7 per cent over three years. The survey is another research first for ...

Martin Currie plans for Japan Alpha

Edinburgh-based fund manager Martin Currie is hoping to attract enough local investor interest to launch a Japan Alpha fund, modeled after its long-running and award-winning fund from the UK. In Australia this month is Michael Thomas, Martin Currie's ...

AXA launches pay-as-you-go adviser software

In a move that will be music to the ears of cost-conscious financial planners, AXA has struck a deal with software group IWL that allows advisers to adopt a pay-per-module model. The group claims the deal is the first offered by a licensee in Australia ...

Managers chase offshore bonds

Diversified income funds, which allows the fund manager to buy into overseas bonds, will become increasingly popular according to the latest research from van Eyk. Suzanne Tavill, van Eyk's head of research and ratings, said the high quality nature ...

IFSA get set to push product rationalisation

Product rationalisation is high on the agenda for IFSA next year, with estimates that if the reforms it suggests are successful it will save the industry between $120 million and $350 million a year in compliance costs. IFSA's December 2005 report outlines ...

Lonsdale plan ahead with PlanTech

Lonsdale Financial Group is the first Australian group to use the newly updated PlanTech risk research software, to be installed across its offices nationally. Mario Modica, CEO of Lonsdale said, "The move to PlanTech has been a considered decision. ...

Morningstar to buy Ibbotson

... owns web-based and live asset allocation training programs, the popular iPlan and enCorr software solutions, and retirement plan advisory services. Phillip Gray, Morningstar Australia's spokesperson, says it is too early to comment on the implications ...

Tis the season to be jolly and to spend: AXA

... concert and theatre tickets, CDs and DVDs," he said. The study found that 26 per cent of non-retirees or those still working plan to fork out more this year than in 2004, with an average spend of $860. What could dampen the nation's festive spirit however ...