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Showing 8501 - 8510 of 18276 results for "Plan"

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... and shareholder agreement with NGA that included the acquisition of a 93% stake in the Australian business and a long term plan to increase adviser numbers. Azimut Luxembourg sub-holding company AZ International Holdings is planning to finance the business ...

Spring FG set to launch IPO

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
Spring Financial Group has confirmed that pre-registration for an initial public offer (IPO) of shares is now open, following a number of key acquisitions during the past few months. Spring FG is working towards lodging a prospectus with the Australian ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
A partnership between IRESS and Class Super will allow XPLAN and Class users to access up-to-date member and investment information on both platforms. The information available includes fund details, member details and contribution limits. A range of ...

Lonsec acquires van Eyk's iRate business

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Lonsec Research has acquired iRate's technology and client base from the van Eyk group of companies, currently in liquidation. The acquisition confirms Lonsec's strategy to fast track their technology offering to the financial planning and fund manager ...

Adviser Ratings attracts mostly positive reviews

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Adviser Ratings has seen 850 advisers signing up three weeks after launching, with most profiles attracting positive reviews from clients. "I like him because he doesn't come over as 'pushy'," one client wrote in a Sydney-based adviser profile. "We ...

netwealth dealer group expands to Canberra

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states. Empire Financial Planning has funds under advice of approximately $100 ...

PROFILE: Lonsec Fiscal Holdings joint chief executive Amanda Gillespie

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Lonsec Fiscal Holdings joint chief executive Amanda Gillespie joined Lonsec in early 2000, when it employed three analysts and provided research only to the Lonsec dealer group. For the last 14 years, Gillespie has seen Lonsec grow and become one of ...

Why the eurozone cannot afford cheap oil

BENJAMIN ONG  |  WEDNESDAY, 5 NOV 2014
I wonder, wonder if there's anyone on this planet that's wishin' and hopin' and prayin' for higher and forever rising crude oil prices - except, that is, for the producers and the sellers of the slick black stuff... and of course, the climate changers. ...

Van Eyk spin-off signs first major client

MARK SMITH  |  TUESDAY, 4 NOV 2014
InvestSense, the company established by van Eyk's former asset consultant team, has signed its first major client. Sentry Group, a national dealer group headquartered in Perth, has signed up to the new service. Established in 2005 by industry stalwart ...

Super returns dip to 9.0 pct

STAFF WRITER  |  TUESDAY, 4 NOV 2014
... AUSCOAL and Kinetic Super with 10.5%. The top five Personal funds (by balanced options over 12 months) were Zurich Super Plan with 12.4%, Statewide with 11.2%, both Telstra Super and AustSafe with 10.7% and Equipsuper with 10.0%. The top five Retirement ...