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Showing 10201 - 10210 of 18276 results for "Plan"

PAS Lodges MySuper application

BEN COLLINS  |  WEDNESDAY, 9 JAN 2013
Industry fund Professional Associations Super yesterday lodged its application to offer a low-cost product to members, under the Federal Government's MySuper reforms. The fund applied for a MySuper license ahead of the "average industry time frame," ...

Retail Super Funds tank in satisfaction-stakes

MARK STORY  |  FRIDAY, 21 DEC 2012
Satisfaction with the financial performance of Retail Super Funds in November 2012 was 41.6%, the lowest level since July 2004, well behind Industry Funds (49.0%) and Self Managed Super Funds (69.1%), a new report reveals. Based on over 30,000 interviews ...

Family office and HNW clients overlook best cash deposit rates

MARK SMITH  |  FRIDAY, 14 DEC 2012
Many private banking clients are missing out on the best rate on their cash deposits, according to Harris Fraser Group's Marc Geary. The private wealth expert says that some banks are taking advantage of the large sums held in some accounts to charge ...

FOFA guidance released

BEN COLLINS  |  FRIDAY, 14 DEC 2012
... advice. "Many consumers want specific advice on a single issue or a limited number of issues, not a comprehensive financial plan," Kell said.

CEO succession unveiled at Threadneedle

BEN COLLINS  |  THURSDAY, 13 DEC 2012
International investment manager Threadneedle has revealed plans for its current boss Crispin Henderson to move across to parent company Ameriprise Financial. Threadneedle announced today that subject to regulatory approvals, chief executive officer ...

APRA releases final Prudential Standard for MySuper transition

MARK STORY  |  THURSDAY, 13 DEC 2012
... ORFR target amount were to breach this limit, would require the RSE licensee to notify APRA and implement a replenishment plan. Ensure that the financial resources held to meet the ORFR target amount are only used to address an operational risk event ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
Melbourne-based Matthews Steer Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move ...

AIA improves platform distribution with new launch

MARK SMITH  |  THURSDAY, 13 DEC 2012
AIA Australia has launched it Priority Protection for Platform Investors insurance product on the Personal Private Platform. The move is aimed at making it easier for advisers to get access to the insurance product for their clients. The platform is ...

Bendigo to offer Challenger annuities in new deal

MARK SMITH  |  WEDNESDAY, 12 DEC 2012
... Challenger's Liquid Lifetime Annuity was named by Rainmaker as 'best innovation of the year' in 2011 and awarded the AFA/Plan for Life 'income stream - innovation' award in 2010. Rommel Hacopian, general manager for key accounts and platforms at Challenger ...

FoFA reforms dilute platform pricing power: Centurion

MARK SMITH  |  WEDNESDAY, 12 DEC 2012
Price pressure instigated by the future of financial advice (FoFA) reforms on planning licensees will be passed on to administration platforms and related services, according Centurion Market Makers' Chris Wrightson. The financial advice business broking ...