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Showing 2401 - 2410 of 3274 results for "Associate"

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
Equipsuper is building on its intra-fund advice model, creating the Member Adviser service where super members can seek limited financial advice and a statement of advice for a one-off fee of $75. Equipsuper's 54,000 members can now access general ...

XPLAN updates for opt-in

RACHEL DAVIS  |  WEDNESDAY, 8 JUN 2011
Responding to planner concerns over FOFA and opt-in, IRESS has incorporated opt-in capabilities in to its next XPLAN update. The opt-in period is still to be finailsed with Independent MP, Rob Oakeshott, last week re-igniting the debate.Planners are ...

Dark pools attract larger trades and ASIC

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
Chi-X owner, Instinet, has launched its first dark pool product for Australian equities, at a time when regulator ASIC is looking to review the trading industry. Instinet launched its Instinet BLX Australia yesterday, which will collect multiple orders ...

Aussie downgrades likely as S&P reviews rating system

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
Ratings agency Standard and Poor's is reviewing its rating methods, a move likely to lead to downgrades not only of the Big Four banks but of Australia's entire banking industry. The ratings agency has been canvassing industry opinion from around the ...

Tyndall builds compliance team

MATT WOODINGTON  |  WEDNESDAY, 25 MAY 2011
... compliance and risk management consultant, providing strategic advice and support for financial services companies. He is an associate of the Australasian Compliance Institute. Suncorp-Metway sold Tyndall Investments fund management business to Nikko ...

Market Wrap

AAP  |  WEDNESDAY, 25 MAY 2011
... Australia Bank-owned Clydesdale Bank remained on review, following NAB's downgrade on May 18. Patersons Securities' associate director John Curtin, said the local market opened quietly and was little changed with competing forces driving the major sectors ...

Budget 2011: CGT tax to restrict super trading

MATT WOODINGTON  |  WEDNESDAY, 11 MAY 2011
The government has moved to prevent superannuation funds, including SMSFs, from aggressively trading shares by making any resulting gains and losses subject to capital gains tax. The removal of the exception for super funds trading stocks, primarily ...

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings. The independent dealer group said the cut of ...

Vow appoints wealth head

MATT WOODINGTON  |  WEDNESDAY, 4 MAY 2011
Mortgage broker Vow Financial has made two appointments to coincide with the launch of its new wealth management business. Justin Dale will lead Vow Wealth Management, a joint venture with financial planning firm The Selector Group, while Leighton King ...

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
Mortgage aggregator Vow Financial is looking to ward off competition from banks by offering financial planning services to retail property investors. Vow Wealth Management has been launched as a joint venture with financial planning firm, The Selector ...