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Showing 16201 - 16210 of 18356 results for "Plan"

Paraplanners gain ground

Paraplanning is gaining recognition in the financial planning profession, underpinning the quality of this year's State winners of the paraplanner of the year awards. Paraplanners work alongside financial planners, and can share the same skills or education ...

Returns after-tax are the maingame: Vanguard

Vanguard Investments Australia's head of retail, Robin Bowerman, has warned financial planners and investors to demand after-tax reporting or risk being shortchanged. "There is an increasing focus on fees - which is good - but investors should also ...

Advisers should provide advice for philanthropy too

Financial planners should take a leading role in giving clients good advice not just with their finances but with their philanthropic needs. At the Financial Planning Association (FPA) annual conference today, keynote speaker David Gonski, chairman ...

SMF Spectrum swallows ML Super

SMF Spectrum is continuing their expansion by swallowing Merrill Lynch's super and pension fund (MLSF). While the acquisition boosts Spectrum by only 5,000 members it adds a further $212 million to SMF Spectrum and takes it to $1.9 billion. But the ...

Macquarie pilots life insurance system

Macquarie Adviser Services' pilot project of straight-through processing of life insurance is "well advanced" and has drawn a positive response from the industry. The group's risk platform pilot project is being tested by 12 adviser groups nationally. ...

Coin ranked number one - again

Coin Software Pty Ltd has been awarded top ranking for the second consecutive year in Investment Trends' 2005 Competitive Analysis Report for Planning Software. The ranking comes after Investment Trends reviewed financial planning applications available ...

S&P expands ratings team

... deliver our enhanced ratings approach, which was launched last week." Hoven added that the appointments come ahead of S&P's plan to significantly expand its alternative assets and structured products areas. "Our continued investment in people and processes ...

Former BT stalwart moves to Mercer

... distribution channels in the retail market. "Peter will be a great asset to MGI and his appointment is consistent with our plan to develop a multi-channel retail distribution strategy to augment our $10 billion institutional business," Burke said.

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey. Steven Davison, AXA distribution planning manager, says, "[There has been a] significant ...

Russell Master trust picks up $500 million post Choice

... adding target date portfolios to its SuperSolution fund, which requires members to choose a date in the future when they plan to retire, approaching which, the portfolio's asset allocation automatically adjusts to a more conservative tilt. The model ...