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Showing 10771 - 10780 of 18276 results for "Plan"

Market Wrap - Midday

AAP  |  MONDAY, 19 MAR 2012
The Australian share market has climbed higher, boosted by the resources sector. At 1200 AEDT on Monday, the benchmark S&P/ASX200 index was up 27.3 points, or 0.64 per cent, at 4,303.5 points, while the broader All Ordinaries index had lifted 27.9 points ...

Advisers urged to keep up pressure on FOFA change

CLAIRE MCGREAL  |  FRIDAY, 16 MAR 2012
As the dust settles on yesterday's FOFA start date announcement, the financial planning industry has pledged to keep pushing for changes to elements of the planned legislation. Leading the charge from the Opposition benches is shadow assistant Mathias ...

AAT confirms ASIC planner ban

ELISE BURGESS  |  FRIDAY, 16 MAR 2012
The Administrative Appeals Tribunal has agreed with ASIC's decision to ban former Commonwealth Financial Planner Don Nguyen from providing financial services for seven years. Nguyen of Dulwich Hill, New South Wales, was disqualified by the Australian ...

Latest Financial Standard iPad edition available now

RACHEL DAVIS  |  THURSDAY, 15 MAR 2012
In the new edition of Financial Standard we feature the recent AFA/Plan for Life awards and profile Peter Crewe, chief executive of AIA Australia, as well as all the latest industry news, views and regular features. For all the latest industry news ...

Flawed assumptions pushing RRR too high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2012
Superannuation advocates' claims that SG contribution rates need to keep rising to fund retirement income replacement ratios of up to 70% might be based on flawed assumptions. Debate among financial planners in the US on retirement income replacement ...

Macquarie sees managed accounts surge

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
Macquarie Private Portfolio Management has signed white label and co-branded product agreements to provide individually and separately managed accounts to two groups with its distribution now reaching over 30 financial advisory dealer groups. The managed ...

Gold Coast adviser faces criminal charges

CLAIRE MCGREAL  |  THURSDAY, 15 MAR 2012
A banned Gold Coast adviser is now facing criminal charges, accused of providing advice without reasonable basis and making false and misleading statements. Ian John Weaver appeared in court this week charged with 12 counts of failing to have a reasonable ...

Mandatory FOFA start date confirmed for July 2013

CLAIRE MCGREAL  |  THURSDAY, 15 MAR 2012
The financial services industry has been given another year to implement the FOFA reforms, with the mandatory industry wide start date confirmed as July 1, 2013. Financial Services Minister Bill Shorten announced the proposed FOFA changes will kick ...

Take advantage of current concessional caps: OnePath

CLAIRE MCGREAL  |  WEDNESDAY, 14 MAR 2012
Advisers should urge their clients to take advantage of current super concessional caps, with legislative uncertainty surrounding contribution limits for the over 50s from July 1. That's according to Andrew Lowe, head of technical sales strategy at ...

Retail trumps wholesale in managed funds

MELANIE TIMBRELL  |  WEDNESDAY, 14 MAR 2012
... under management, on the back of nervous investors and volatile markets. The latest analysis on the managed funds market from Plan for Life Actuaries identifies Schroders Australia as the only wholesale manager to report any significant growth in its ...