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Showing 11021 - 11030 of 18276 results for "Plan"

Investors at risk of disengaging from advice

RACHEL DAVIS | THURSDAY, 17 NOV 2011

A new survey has found that some investors who currently have a financial adviser are increasingly disengaged with the value of financial advice, with younger investors among the most dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey ...

Political debate defers FOFA clarity

CLAIRE MCGREAL | THURSDAY, 17 NOV 2011

With only one more round of sitting days currently scheduled for both chambers of parliament, it seems increasingly unlikely that the proposed FOFA legislation will pass through both houses before Christmas. Added to this is the fact that the government ...

ASIC cancels South Australian financial services licence

CLAIRE MCGREAL | THURSDAY, 17 NOV 2011

ASIC has cancelled the financial service license of Adelaide based firm Mark Power Financial Ltd, along with the license of its responsible manager Mark Raymund Power. The move follows concerns Mark Power Financial (MPF) didn't comply with ASIC's obligations ...

Research houses in regulatory spotlight

CLAIRE MCGREAL | WEDNESDAY, 16 NOV 2011

ASIC has put down proposals to completely separate research houses from their business units to ensure conflicts of interest are properly managed. The consultation paper was developed over concerns about the independence and quality of research reports. ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL | WEDNESDAY, 16 NOV 2011

... financial planners looking to retire can now avail of a new package aimed at helping them to develop a successful succession plan. The ANZ Wealth succession package gives planners a range of tools including a loan facility for business growth through ...

AXA Gorilla to retire

ALEX DUNNIN | WEDNESDAY, 16 NOV 2011

... following his own advice and is about to retire. "The 800lb gorilla has spent a lifetime 'in the room,' reminding you to plan for your retirement. Now he's about to go out and embark on his own retirement," said AXA Equitable in a statement. But the ...

LGS first fund to sign iqBoard solution

ELISE BURGESS | TUESDAY, 15 NOV 2011

Local Government Super's governance now operates in the Cloud after moving to the iPad and signing with newly-launched trustee office solution, iqBoard, from The IQ Business Group's iqCloud. The first super fund to sign up its board governance to the ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS | TUESDAY, 15 NOV 2011

Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL | MONDAY, 14 NOV 2011

Accountants are partnering up with AXA and MLC to provide the Institute of Public Accountants' 6,300 public practice members with a financial services package. The move comes in response to planned FOFA reforms, which will remove accountants' exemption ...

Carbon-tilted indices planned for Aust

ELISE BURGESS | MONDAY, 14 NOV 2011

Australia will receive new carbon-tilted indices early next year which use an overweighting/underweighting strategy based on exposure to climate change risk as used in UK markets. David Harris, director of Responsible Investment, FTSE Group, told Financial ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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