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Showing 8981 - 8990 of 18276 results for "Plan"

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
A new round of submissions to the Senate inquiry into the Future of Financial Advice (FoFA) amendments has seen consumers, academics and industry bodies holding increasingly opposing positions. Most stakeholders focused on the most controversial topics ...

Blue Sky launches first listed investment company

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
Blue Sky Alternative Investments has launched an initial public offering (IPO) to raise up to $100 million to list Australia's first diversified, alternatives-focused Listed Investment Company (LIC) on the ASX. With the listing, the company is aiming ...

ISA and FSC prepare for Federal Court clash

JAMES FERNYHOUGH  |  WEDNESDAY, 7 MAY 2014
A Federal Court face-off between the Financial Services Council (FSC) and Industry Super Australia (ISA) looks likely over the Fair Work Commission's (FWC) involvement in workplace superannuation. The FSC yesterday lodged an application with the Federal ...

YBR poised to acquire mortgage aggregator

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
Wealth management firm Yellow Brick Road (YBR) will grow its distribution channel with 700 new mortgage broker groups, following the acquisition of Vow Financial Holdings. YBR is set to acquire the mortgage aggregator following the board's acceptance ...

Fiducian acquisition adds $66 million in FUA

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
Fiducian Group has acquired a financial planning business that will add $66 million to its funds under advice. The listed company did not disclose the names of financial planners or dealer groups joining or selling their businesses to Fiducian. The ...

Promises promises and broken promises

BENJAMIN ONG  |  WEDNESDAY, 7 MAY 2014
Were you not as surprised as I was? I bet you weren't Virginia, not even your uncle and his dog, when the Reserve Bank of Australia (RBA) announced that it was doing nothing - it left the official cash rate steady at 2.5%. While the RBA mostly stuck ...

Tens of thousands flock to Omaha

MARK SMITH  |  TUESDAY, 6 MAY 2014
More than 40,000 Berkshire Hathaway investors flocked to Omaha, Nebraska for the company's annual general meeting. Legendary investor and Berkshire chairman Warren Buffett, 83, sat with his 90-year old business partner Charlie Munger for more than five ...

New business targets investors' bad habits

JAMES FERNYHOUGH  |  TUESDAY, 6 MAY 2014
As the number of individual investors skyrockets with the growth of the self-managed super fund (SMSF) sector, a new business is about to be launched which aims to help investors overcome bad psychological habits. Behavioural Finance Australia (BFA) ...

ECP Asset Management expands to Sydney

MARK SMITH  |  TUESDAY, 6 MAY 2014
Boutique Australian equities manager, ECP Asset Management, has announced that it has established its national office in Sydney. ECP, which launched less than 12 months ago, has also appointed Andrew Dale to the investment team as a portfolio manager ...

New entrants drive growth in global equities sector

STAFF WRITER  |  MONDAY, 5 MAY 2014
Over the past 12 months the global equities sector has seen the highest number of new entrants since before the onset of the global financial crisis, a report by investment research house Lonsec Research (Lonsec) has revealed. Lonsec's Global Equities ...