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Showing 9721 - 9730 of 18276 results for "Plan"

Investors warned off making extra super contributions

MARK SMITH  |  THURSDAY, 11 JUL 2013
Anyone under 50 should invest the absolute minimum amount into their superannuation fund, according to well-known stock-picker Roger Montgomery. The fund manager's advice flies in the face of consensus thinking which says investors should take advantage ...

Former Perpetual exec to head Market Vectors

MARK SMITH  |  THURSDAY, 11 JUL 2013
... Australian ETF market is growing rapidly reaching A$7.7 billion in June 2013 - almost a 50% increase from 12 months ago. We plan to participate and contribute to that growth by providing Australian investors with ETFs offering targeted exposure to important ...

Advisers hitting SMSF service targets

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
Adviser success in addressing the needs of self-managed superannuation funds (SMSF) is on the rise according to a new study by Macquarie Adviser services. This year's Cash Satisfaction Survey has revealed that advisers' self-evaluation for meeting the ...

Two-fifths of Australians upping overseas exposure

MARK SMITH  |  THURSDAY, 11 JUL 2013
... according to the latest Certitude Global Investing Intentions Index (CGIII). The survey showed that a greater number of investors plan to increase their investments in overseas assets than those intending to decrease. Meanwhile, investors are becoming ...

Adjusting for adjustments

BENJAMIN ONG  |  THURSDAY, 11 JUL 2013
After all the build up, the anticipation and the suspense, Wall Street had only a minute reaction to the FOMC minutes. The Dow was down a little and the S&P 500 up a bit for there was hardly anything new to inspire that animal spirit in you, I and Irene ...

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Planner satisfaction with platforms reached the highest level recorded in an annual Investment Trends' study's ten-year history, surpassing the high that was achieved in 2012. The study is based on a survey of 1,141 financial planners and concluded ...

PIS sees dramatic drop in adviser numbers

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
Independent dealer group Professional Investment Services (PIS) has experienced a significant drop on adviser numbers in the last two years. PIS has seen its advisers drop by more than half in the last two years and it now has 559 advisers, according ...

netwealth expands its board of directors

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
Wealth manager netwealth Group has appointed a new board member in the shape of Kate Mulligan. Mulligan, who earlier this year founded King Irving Consulting Group, is the third non-executive director to join the netwealth board. Mulligan has served ...

Self-education cap could prevent professional development

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
The government's proposal to impose a $2,000 cap on tax deductions for self-education has raised concerns that the measure will impede professional development. The Institute of Chartered Accountants Australia (ICAA) and CPA Australia are two of the ...

AdviserEdge Melbourne kicks off on 14 July

STAFF WRITER  |  TUESDAY, 9 JUL 2013
Financial services think tank The Social Adviser will be holding an encore version of its inaugural AdviserEdge Social Advice Summit in Melbourne from 14 July - 16 July. The event aims to provide advisers with practical solutions so that they can effectively ...