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Showing 251 - 260 of 532 results for "PLUM"

Super fund fortunes shift on FX exposure

JAMES FERNYHOUGH  |  WEDNESDAY, 14 AUG 2013
Unhedged foreign currency exposure may be the way to go for super funds after a fall in the Australian dollar contributed 8.8% to unhedged portfolios in the last financial year. This bucks the trend of recent years. According to the NAB Superannuation ...

Plum launches free advice service

LAURA MILLAN  |  WEDNESDAY, 31 JUL 2013
Corporate superannuation provider Plum has launched an online advice tool that allows members to tailor content and generate a statement of advice for free. The tool aims at increasing people's engagement with their superannuation and at helping them ...

Market Wrap AM

AAP  |  FRIDAY, 5 JUL 2013
The Australian market looks set to open higher following gains on most European markets after the eurozone and British central banks signalled that stimulus measures would continue for some time and ahead of official US employment figures for June. ...

Market Wrap AM

AAP  |  FRIDAY, 21 JUN 2013
The Australian market looks set to open sharply lower following hefty falls on international markets after US Federal Reserve chairman Ben Bernanke said the central bank may start winding back its stimulus measure before the end of the year. At 0817 ...

Challenger stages lifetime annuities comeback

MARK SMITH  |  WEDNESDAY, 19 JUN 2013
Lifetime annuities could be staging a dramatic comeback with Challenger targeting sales of $240 million in the 2013 financial year. According to figures from Plan For Life, the industry has not seen demand of that size since 2004, when the top six companies ...

Shell Super to outsource to Plum

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
Shell Australia Superannuation Fund (Shell) is set outsource its superannuation to Plum Financial Services Ltd (Plum), once it gets trustee sign off. Shell made the announcement in a member update this week. "The decision as to whether or not a transfer ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...

Market Wrap

AAP  |  TUESDAY, 28 MAY 2013
The Australian share market looks likely to continue to fall on Tuesday. At 0755 AEST the June share price index futures contract was 13 points lower at 4,938. Wall Street and London markets were closed overnight for holidays. In company news on Tuesday ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

Market Wrap

AAP  |  MONDAY, 27 MAY 2013
The Australian share market is set for a small fall when it opens for the week. Wall Street provided a mixed lead on Friday night, with the main indices only marginally changed heading into a three-day weekend. At 0758 AEST on Monday, the June share ...