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Showing 361 - 370 of 1102 results for Elise Burgess

IOOF takeover receives 99% approval

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
Eligible DKN shareholders have expressed full support for the proposed takeover by IOOF Holdings, voting 99% in favour of the move. In a shareholder meeting to vote on the proposed Scheme of Arrangement, 98.2% of DKN shareholders registered their vote ...

Westpac launches virtual planning service

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
Financial planning services are seemingly limitless in distance after Westpac launched its first virtual financial planning service, linking Sydney-based planners to residents in a lucrative mining district. Using video-link and real-time technology ...

Zurich drops PMAR to speed up cover

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
New trauma upgrades, financial requirements and ditching compulsory PMAR for death cover, are all part of Zurich's latest insurance upgrade to streamline underwriting for greater adviser flexibility. Zurich has dropped compulsory Practising Medical ...

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
Banned South Australian financial adviser, Trevor Wayne Carll, is facing 28 charges from ASIC, including deception, with a possible jail time of ten years for each offence. Carll, of Port Pirie, South Australia, was banned from the industry in February ...

SMSFs in share buying mood

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
A self-managed super fund survey has found trustees are buying or holding their shares with only 8% interested in selling, despite the current market conditions. The survey also found that fixed interest still dominates. The inaugural Australian SMSF ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
Hedge fund, Signature Capital Investments, has partnered up with a Sydney-based family office. The strategic alliance between Signature Capital Investments (SGI) and with AR Management (ARM) was made official on September 26. ARM is the management and ...

Apostle partners with US risk management specialist

ELISE BURGESS  |  MONDAY, 26 SEP 2011
US risk management specialist, Windham Capital Management, is breaking into the Australian market through a distribution partnership with Apostle Asset Management, with its sights on retirement income portfolios. With an ageing population and the associated ...

Super funds see hybrid opportunity

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Superannuation funds and asset consultants want hybrid longevity risk products on the market, according to a PIMCO research paper, in an effort to keep super members and address issues of ageing populations. Research paper, Addressing Longevity Risk ...

New online super tracking portal

ELISE BURGESS  |  MONDAY, 26 SEP 2011
The Federal Government has announced plans for a new online lost super tracking system, to relocate 5.8 million lost Australian superannuation accounts holding $18.8 billion. In a bid to make super consolidation an easier process, the Australian Taxation ...

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...