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Showing 16221 - 16230 of 18361 results for "Plan"

Millenium 3 buys Synergy

ING-owned financial planning group Millenium 3 Financial Services has bought fellow Queensland-based financial planning firm Synergy Financial Services Group. Millenium 3 is yet to announce the acquisition to the public with ING and Millenium 3 declining ...

FSP to use PlanTech software platform

PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP). Tony Smith, PlanTech Consulting Group's CEO says the most important challenge facing advisers ...

AFA Adviser of the Year announced

The Association of Financial Advisers (AFA) has announced this year's winner of their Adviser of the Year award. The winner is Jim Taggart from Taggart Nominees. Taggart is managing director of the Baulkham Hills based advisor group in north western ...

Weaven trumpets industry fund growth figures

Industry Fund Services executive chair, Garry Weaven, says industry funds have grown 'significantly' post-choice. In figures released today Weaven showed increases in both industry fund's membership and funds under management over the six month period ...

MetLife releases handbook for retirees

Insurance and financial services firm MetLife has released a consumer handbook for retirement as part of their 'Client Education Series' initiative. The handbook, titled 'Planning the retirement of your dreams', shows how retirees and pre-retirees can ...

Power of one through MLIM customised portfolios

Investors who want the bells and whistles of a customised managed account but without the added cost can look to the latest offering from Merrill Lynch Investment Management (MLIM). Called 'Customised Portfolio Service', MLIM has paired up with software ...

Sealcorp changes name to Asgard Wealth Solutions

Financial planning and platform group Sealcorp Holdings flags its new investment strategy of providing broad-ranging services for financial planners with a new name 'Asgard Wealth Solutions'. "We have repositioned the brand so it is more reflective ...

Baby boomers turn to property to fund retirement

Australian mortgage broker, Mortgage Choice, has come out and forecasted a surge in the property market to be fuelled by baby boomers, on the back of recent survey results. In spite of rising property market angst in some quarters, Mortgage Choice points ...

SMS technology paving the way

Technology is continuing its push into how we handle transactions and its only a matter of time before wealth management service providers follow suit. Though yet to revolutionise how investors or super fund members are kept informed of transaction ...

Global navigator finds six more

The shift to regional investing is gathering pace with platform group Navigator adding three country funds supplemented with three global funds to its menus. The new country funds are Fidelity's Australian Equity, China and India funds, and the three ...