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Showing 301 - 310 of 1102 results for Elise Burgess

Super strategy needed for retirees

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
Relying on a transition to retirement strategy is not enough, with a new approach to superannuation and changing income needs required to address a lack of understanding in super savings options, said an advice firm. According to Michael Hutton, wealth ...

Mortgage funds to rise post-govt guarantee

ELISE BURGESS  |  THURSDAY, 27 OCT 2011
Mortgage funds will soon be a favourite for investors and advisers if market conditions remain the same and once the bank guarantee is reduced, according to investment group, Equity Trustees. A mortgage fund will be the attractive alternative to term ...

Govt infra paper opens investment doors

ELISE BURGESS  |  THURSDAY, 27 OCT 2011
The Government has announced plans to remove tax disincentives and encourage more private investment in infrastructure projects in a bid to entice investments into the local market. As stated in a discussion paper on the 2011-12 Budget measure introducing ...

AMP Financial Services posts strong results

ELISE BURGESS  |  THURSDAY, 27 OCT 2011
AMP Financial Services has recorded strong results with a 21% increase in platform growth for its 2011 third quarter results and a 24% rise in superannuation product, AMP Flexible Super. Announced today by AMP Limited, AMP Financial Services assets ...

Fidelity, UBS GAM directors join FSC

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
Gerard Doherty, managing director of Fidelity Australia, and Ben Heap, managing director of UBS Global Asset Management in Australia and New Zealand, have joined the FSC board of directors. Announced yesterday at the Financial Services Council (FSC) ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
West Australian financial planner, Troy MacMillan, has taken out the top gong at the Association of Financial Advisers (AFA) annual conference and been named Adviser of the Year for 2011. The award, sponsored by Zurich Financial Services Australia ...

Industry funds not our focus: Cormann

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
Opt-in, best interest duty and the renewed call for pressure on public policy were under the spotlight as advisers gathered to hear from the Opposition on the introduction of reforms in the advice industry. Senator and shadow assistant treasurer, Mathias ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
Medium-sized financial planning licensees will be the first to fall by the wayside as the sector restructures over the coming decade, according to a panel of advice experts speaking at the AFA national conference. The new market leaders will be both ...

ASIC releases equity market structure paper

ELISE BURGESS  |  MONDAY, 24 OCT 2011
Submissions are now being received for ASIC's second-phase consultation paper on equity market structure issues assessing the latest developments in Australia's financial markets. Looking at proposed market integrity rules for a variety of products ...

Perennial lands Mercer mandate

ELISE BURGESS  |  FRIDAY, 21 OCT 2011
In a revision of its Australian Socially Responsible shares manager line up, Mercer has appointed a mandate to Perennial Growth Management to manage its Australian shares sectors. Perennial Growth now has about 37.5% of the Australian Shares Socially ...