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Showing 9881 - 9890 of 18276 results for "Plan"

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
A drop in investor concern to its lowest level during any point in the global financial crisis (GFC) has prompted a wave of investment into managed funds, according to a new survey from Investment Trends. The March 2013 Planner Direct Equities and SMA ...

Former Bell Potter adviser sentenced to 5 years jail

LAURA MILLAN  |  THURSDAY, 23 MAY 2013
A former Bell Potter Securities adviser has been sentenced in to five years jail with a non-parole period of three years and nine months for fraudulent conduct that cost investors more than $1.6 million. The sentence comes after an Australian Securities ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements ...

McLean Delmo comes under Bentleys umbrella

JAMES FERNYHOUGH  |  WEDNESDAY, 22 MAY 2013
Melbourne accountancy firm McLean Delmo has joined national accounting group Bentleys' network of independent firms. Under the arrangement, McLean Delmo will become 'McLean Delmo Bentleys' for a three-year transition period after which it will assume ...

UniSuper nearly ready to award $25m insurance contract

ALICE URIBE  |  TUESDAY, 21 MAY 2013
Industry superannuation fund UniSuper is in the final stages of a tender process for its insurance arrangements, with announcement of the new insurer imminent. UniSuper chief executive Terry McCredden told Financial Standard that the review was triggered ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
Global financial technology provider Rubik Financial Limited (Rubik) has further expanded into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area. The campaign to legalise gay marriage in Australia ...

Tyndall Aus Bond fund added to North platform

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Tyndall Australian Bond fund has been added to AMP's North platform. It is a diversified fixed interest fund designed to provide a stable income with the potential for capital growth. Despite falling Australian interest rates, Tyndall AM head of ...

PIMCO chief John Wilson hangs up his boots

MARK SMITH  |  MONDAY, 20 MAY 2013
PIMCO Australia chief executive John Wilson has left the company after 17 years to pursue personal interests. Wilson told Financial Standard that he has thoroughly enjoyed his time at PIMCO but was now ready to indulge some of his personal passions ...

SPAA, Deloitte join calls for SG deferral rethink

MARK SMITH  |  MONDAY, 20 MAY 2013
... of Australia (SPAA) and consulting firm Deloitte have joined calls from other industry bodies to criticise the Coalition's plan to defer the increase to the Superannuation Guarantee (SG) by two years. The debate centres on Opposition leader Tony Abbot's ...