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Showing 11321 - 11330 of 18276 results for "Plan"

AMP/AXA's Integra moves to MLC's Garvan

ELISE BURGESS  |  THURSDAY, 4 AUG 2011
Integra Financial Services has changed licensees, swapping AMP/AXA for MLC, citing a better business model as the driving force behind their decision. Integra has joined MLC owned dealer group, Garvan Financial Planning after 14 years with dealer group ...

Market woes cause adviser headache

ALISON BEVEGE  |  THURSDAY, 4 AUG 2011
... adviser's job is as a coach," he said. Bell said advisers need to go back to the basics of why the client has a financial plan: to retire, and then focus on whether the market falls are going to impact their long-term retirement goals.

Government bowing to pressure on super risk commissions

MATT WOODINGTON  |  THURSDAY, 4 AUG 2011
The government looks set to revoke plans to altogether ban commissions on risk insurance within superannuation as it prepares to submit draft legislations on the future of financial advice in September. Speaking at the Financial Services Council conference ...

Industry looks to draw line under reforms

MATT WOODINGTON  |  THURSDAY, 4 AUG 2011
By comparing the government to a gestating sperm whale at the FSC conference, Assistant Treasurer Bill Shorten made light of slow progress implementing financial services reforms but patience is wearing thin within the industry. Shorten himself has ...

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
Diversified financial group IOOF has appointed MLC star platform manager Chris Weldon to head its platform products division as it moves to expand its presence in the financial advisory market. Weldon started work yesterday as the new head of platform ...

Former AIST chief takes on age discrimination

RACHEL DAVIS  |  WEDNESDAY, 3 AUG 2011
Former president of the Australian Institute of Superannuation Trustees (AIST), Susan Ryan has been appointed as the new age discrimination commissioner. The role will be allocated $4 million over four years through the Australian Human Rights Commission. ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
The reorganised BT Financial Group will go head to head with the newly merged AMP/AXA and focus on its insurance and super products, developing a new platform and adding planners to its advice business. Brad Cooper, chief executive, BT Financial Group ...

Snowball launches advice centre of excellence

ELISE BURGESS  |  TUESDAY, 2 AUG 2011
Snowball Financial Group has launched a Best Advice Centre of Excellence, a collection of some of the advice industry's leading minds to hash out ideas and new ways to improve the delivery of advice. The project is part of Snowball's Project Best Advice ...

Mercer chief scores plum promotion

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
Investment services and consulting group Mercer has promoted its global chief operating officer to the plum role of global head of wealth management consulting. London-based Cara Williams previously spent six years as global chief operating officer ...

Intrafund advice a sticking point for Stronger Super group

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
No agreement was reached by representatives of the Stronger Super Peak Consultative Group on the contentious issue of intra-fund advice, a source present at the meetings has said. The 15-member group could not reach common ground as to what constituted ...