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Showing 8771 - 8780 of 18276 results for "Plan"

Korean military fund puts $40m in Aussie infrastructure

JAMES FERNYHOUGH  |  TUESDAY, 22 JUL 2014
South Korea's $8.5 billion Military Mutual Aid Association (MMAA) has become the first overseas investor to invest in industry super investment vehicle The Infrastructure Fund. As well as being the only non-Australian stakeholder in The Infrastructure ...

SMSF service industry comes of age: Survey

MARK SMITH  |  TUESDAY, 22 JUL 2014
... those surveyed (85%) said they are looking to take on new partners or acquire a new business or client base while only 15% plan to sell all or part of their business. Despite a subdued economic climate, more than two thirds of SMSF businesses (68%) achieved ...

Shartru completes first book builds in DomaCom fund

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
The first book builds in the DocmaCom Fund to crowd fund property syndicates was completed by Sydney financial planning firm Shartru Wealth Management. Shartru introduced 30 people into the residential property investment market through the fund's crowdfunding ...

ASIC cancels 8 AFSLs after review

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
Eight advice businesses have had their Australian financial services (AFS) licenses cancelled after an Australian Securities and Investments Commission (ASIC) review into licensees that failed to lodge audited annual statement. The review has resulted ...

Market Wrap AM

AAP  |  TUESDAY, 22 JUL 2014
The Australian market looks set to open flat after Wall Street fell as geopolitical worries weigh on sentiment. At 0811 AEST on Tuesday, the September share price index futures contract was down four points at 5,496. Geopolitical concerns, with the ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
BT Financial Group chief executive Brad Cooper said raising adviser education standards is not enough and demanded that consumers be able to get full access to information about all Australia's financial planners. "Education is critical but assessed ...

Group risk sales jump by 88.3% in a year

LAURA MILLAN  |  MONDAY, 21 JUL 2014
Group risk sales experienced a jump of 88.3% in the twelve months to March 2014, the latest Plan for Life insurance risk market inflows report shows. Overall annual risk sales were up by 25.7%, with MetLife leading the pack and reporting a sales increase ...

Zurich extends daily data feeds offer

STAFF WRITER  |  MONDAY, 21 JUL 2014
Users of the AdviserLogic platform will have access to Zurich Financial Services' daily data feed service as a result of a partnership between the two companies. The service automatically updates client and policy information to the financial planning ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
Record inflows of $320 million to Praemium's separately managed account platforms in the June quarter has seen the company post new highs for funds on platform. The group's Australian SMA platform grew $200 million in the three months to end of June ...

HIP Super's Ross Bernays launches new business

JAMES FERNYHOUGH  |  MONDAY, 21 JUL 2014
Former Health Industry Plan (HIP) Super chief executive Ross Bernays has re-entered the financial services industry with the launch of a new business. The business, called Investment and Financial Services Logistics, aims to facilitate "the promotion ...