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Showing 10831 - 10840 of 18276 results for "Plan"

AFS launches mobile platform for advisers

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Independent dealer group Australian Financial Services has launched a mobile platform designed to work on a B2B and B2C level. Working globally on smartphones and tablets, the two components of the platform are 'Mi AFS,' the B2B version to connect advisers ...

KRudd comeback biting

BENJAMIN ONG  |  THURSDAY, 23 FEB 2012
Now that Greece has again been relegated to a mere afterthought, the latest PMI update from Markit Economics reminded all and sundry that, Greece bailed out or not, a recession is still waiting in the wings in Europe. The Markit Economics preliminary ...

ALP leadership issues will delay FOFA: Chikarovski

MELANIE TIMBRELL  |  WEDNESDAY, 22 FEB 2012
The ALP leadership stoush is detracting from the government's responsibility and will likely cause further delays in gaining certainty around FOFA, said Kerry Chikarovski at an AFA event last night. The political strategist for the Association of Financial ...

Planners need to commit to the social media conversation

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
Financial planners are missing out on the opportunity to connect with clients via best-practice websites and social media, according to one expert. Colin Williams, managing director of The Humble Investor, points to over 74,000 Australian searches for ...

Bendigo Wealth opts for scaled advice ahead of FOFA

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
Bendigo Wealth has announced a scaled-advice capability to drive down the cost of financial advice in an effort to address key FOFA issues such as accessibility. In a fact-sheet to planners circulated with the announcement, Bendigo Wealth wrote, "FOFA ...

Conflict of interest still key issue: ASIC shadow shop

CLAIRE MCGREAL  |  TUESDAY, 21 FEB 2012
ASIC has revealed conflict of interest has again emerged as a problem for consumers in its latest shadow shop research on financial advice. The results of the 2011 survey, carried out to test the quality of advice given to consumers in or nearing retirement ...

Shorten locks down accountant timeline

ELISE BURGESS  |  MONDAY, 20 FEB 2012
Financial Services Minister Bill Shorten has committed to a two week deadline for legislation surrounding the role of accountants in the advice industry, in addition to reaffirming his plans to raise contribution caps. Speaking at the Self-Managed Super ...

BEN announces solid results

ELISE BURGESS  |  MONDAY, 20 FEB 2012
... purchase of the Bank of Cyprus Australia with plans to raise an additional $50 - $70 million in a February Share Purchase Plan. "Focusing on the bank's long-term performance and sustainability is central to our strategy and requires us to continually ...

IE Group appoints chief executive, Liddy exits

RACHEL DAVIS  |  MONDAY, 20 FEB 2012
Randal Williams has been appointed chief executive of IE Group, the efficient cash management and superannuation fund diagnostics subsidiary of La Trobe Financial, following the resignation of Patrick Liddy. Williams is the vice president of International ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... "HUB24 will enable us to achieve greater efficiencies in managing our Model Portfolios and the scope of services, which we plan to extend to the IFA market," said Stephen Romic, head of DFS Portfolio Solutions. The groups cited HUB24's capability to ...