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Showing 9491 - 9500 of 18276 results for "Plan"

van Eyk completes rebrand following NZ acquisitions

MARK SMITH  |  WEDNESDAY, 25 SEP 2013
Research and investment house van Eyk Research has completed its rebrand of Perpetual Asset Management and Perpetual Portfolio Management following its purchase of the two New Zealand businesses earlier this year. Perpetual Portfolio Management Limited ...

Accountant gets 6 years jail for promoting tax avoidance scheme

MARK SMITH  |  TUESDAY, 24 SEP 2013
A Gold Coast accountant has been sentenced to 6 years jail for promoting a tax avoidance scheme to clients after the case was successfully brought forward by Project Wickenby, a cross-agency Government taskforce fighting against tax evasion, avoidance ...

ASIC accepts EU from two advice firms

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
... authorised representatives Spring Financial must now appoint an independent consultant to review its business and develop a plan to rectify the deficiencies. The independent expert will report regularly to ASIC over the next year on Spring Financial's ...

Judge orders end of class action against WealthSure

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Federal Court of Australia has ordered the class action against WealthSure to stop, but it will allow members to continue the proceedings individually. Members of the class action were former clients of Colin James Oberg, a former WealthSure adviser ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
The Financial Planning Association has revealed the names of this year' winners of the Best Practice Awards. James Kenny has been awarded the Queensland and the National FPA Professional Best Practice Award. Kenny is a mentor to undergraduate students ...

ASIC, "twin peaks" model faces review

LAURA MILLAN  |  MONDAY, 23 SEP 2013
Evidence that it took at least 16 months for ASIC to act on whistleblowers' information about misconduct within the Financial Planning division of Commonwealth Bank became a turning point in the long-running debate around the effectiveness of the current ...

Russell and Matrix outcome-focused funds achieve solid start

MARK SMITH  |  FRIDAY, 20 SEP 2013
Russell Investment has partnered with Matrix Planning Solutions to develop and launch five actively managed portfolios designed to deliver different outcomes depending on the investor's life stage and needs. The PartnerShip Funds, as they will be known ...

AMP's Hillross grows network with 'relaxed' branding

JAMES FERNYHOUGH  |  FRIDAY, 20 SEP 2013

Consumer at centre of this year's AFA Conference

STAFF REPORTER  |  FRIDAY, 20 SEP 2013
Following widespread industry reforms aimed at putting the needs of the client first, this year's AFA Conference will focus on the "Age of the Consumer". Twitter co-creator Dom Sagolla, customer service guru, New York Times best-selling author Ron Kaufman ...

QE infinity

BENJAMIN ONG  |  FRIDAY, 20 SEP 2013