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Showing 11181 - 11190 of 18276 results for "Plan"

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...

Legal threats loom over poor SMSF advice

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
Some financial advisers and accountants that call themselves 'SMSF specialists' are ill-equipped to adequately advise on running a self-managed super fund - making them prime targets for litigation and causing reputational damage to the SMSF sector. ...

Australian bullion exchange to launch

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
Australian investors in precious metals will soon have their own physical local exchange with the upcoming launch of the Australian Bullion Exchange. The Australian Bullion Exchange (ABX) is an exchange for physical bullion that connects buyers and ...

AXA introduces split insurance premiums

MATT WOODINGTON  |  FRIDAY, 23 SEP 2011
AXA Australia has upgraded its Elevate insurance product with a particular focus on longevity risk and delivering cover to those working beyond the age of 65. AXA Elevate will now provide level premiums to age 70 for life, total and permanent disability ...

Market Wrap - Morning

AAP  |  FRIDAY, 23 SEP 2011
... amid high unemployment, slow growth and a depressed housing market. The warning overshadowed the Fed's announcement of a plan, dubbed "Operation Twist", to shift $US400 billion in its shorter-term debt portfolio holdings to longer-term bonds in a bid ...

Qantas Super makes delayed fund departure

MATT WOODINGTON  |  THURSDAY, 22 SEP 2011
Qantas Super has sold its 50% stake in value manager Constellation Capital, three years after deciding it wanted to exit the business. In September 2008, Qantas announced plans to sell its private equity stake and withdraw $250 million of investments ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
Planners want freedom to run their own practice while dealer groups are on the attack trying to lure competitor's planners to their own ranks, according to an industry survey, which also rated planner opinions on the handling of reforms. The Midwinter ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
Concerns that the US Department of Labor's new definition of fiduciary duty for financial advisers is too demanding has prompted the retirement savings regulator to re-initiate industry discussions, a process that some believe may take up to two years. ...

Market Wrap - Morning

AAP  |  THURSDAY, 22 SEP 2011
... holdings to longer-term bonds in a bid to lower long-term interest rates and stimulate the economy. Markets had expected the plan, a version of the Fed's 1961 "Operation Twist," as well as the Fed's decision to hold ultra-low interest rates unchanged ...

Suncorp Life appoints new risk head

MATT WOODINGTON  |  WEDNESDAY, 21 SEP 2011
Sean Carroll has been formally appointed as executive general manager of Suncorp Life Risk Australia after five months acting in the role. Carroll is moving across from New Zealand where he was executive general manager (EGM) for Suncorp Life's operations ...