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Showing 16311 - 16320 of 18356 results for "Plan"

OFM targets aged care market

Melbourne-based financial services provider OFM Investment group has acquired aged care advisory Lifetime Planning this week as part of its major push into the lucrative aged care market. OFM has bought Lifetime Planning for $940,000 plus $250,000 payable ...

Navigator expands investment menus

... adding a new equities option. In addition to Navigator's existing investment options, Navigator platforms Personal Investment Plan and Personal Retirement Services will add Portfolio Partners Dividend Builder to its stable. The new addition is managed ...

AFS buy back Zurich's interest

Australian Financial Services Limited (AFS) will buy back Zurich Australia's 39.7 per cent shareholding of the dealer group as AFS attempt to build a wholly dealer owned, dealer operated company. Chief Executive Officer of AFS Peter Daly and Zurich ...

Catholic super trials partnership with Money Solutions

... finance website. The finance website Working Money features an interactive program that allows users to complete a Money Action Plan. It also includes a module called Moneymax, which looks at the user's savings and spending behavior. Besides the free ...

AXA to help advisers with succession strategies

... initiative comes in response to a report that revealed nearly half of the principals running their own financial advice practices plan to exit the industry after five years. According to a Business Health survey, nearly half of the principals running ...

S&P rates Zurich three stars

... Investments - Australian Share Fund, the Investment Series - Australian Share Fund, its Allocated Pension funds Superannuation Plan funds and its Wholesale Superannuation fund, since June 2004 all managed for the group by Constellation. The rating announcement ...

Advisers still misunderstood: FPA

The Financial Planning Association (FPA) have released results from a number of surveys which it says reflect positively on financial planners and which they hope will dispel a number of misconceptions about their roles and value. Kerrie Kelly, chief ...

Vanguard's new hire to target DIY super funds

Vanguard Investments Australia's will be focusing on the burgeoning DIY super funds sector with the appointment of a new Retail Products and Technical Services Manager. Michael Houlihan joins the index manager with a brief to focus on the sector which ...

Fincorp returns $21m to investors

Financial services watchdog ASIC has required finance company Fincorp to return up to $21 million plus interest to more than 1,000 investors of its 2004 prospectus, due to misleading and omitted information in the document. The Supreme Court of NSW ...

RetireInvest uses Alliance Programme to build business

To further drive its expansion, RetireInvest has embarked on an Alliance Programme of strategic links to win business. These strategic relationships include developing formal and informal relationships with local accountants, solicitors and employer ...