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Showing 11571 - 11580 of 18276 results for "Plan"

Super fund drives member awareness

ALISON BEVEGE  |  MONDAY, 9 MAY 2011
Truckies, bus drivers and couriers will soon be very aware of who manages their super if all goes to plan for transport industry superannuation fund TWUSUPER. The industry super fund is putting advertisements on more than 80 billboards around the country ...

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
Russell Investments has appointed former Ipac Securities head of advice capabilities as its new practice development manager intermediaries, with a brief to roll out its practice management program. John Nolan has taken on the role and will be responsible ...

ASIC bans "deceptive" planner for five years

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Corporate watchdog ASIC has banned a financial planner for five years after he tricked his clients with shonky advice which included arranging margin loans for them, it said today. ASIC said Ian John Weaver of Clear Island Waters, Queensland, broke ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Financial planners have reacted in fear to the Future of Financial Advice reforms, anticipating less pay for more work - and would pass costs on to clients, research firm CoreData has found. The independent research canvassed the views of 358 advisers ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
Investment platforms use innovation to compete for adviser business in a $397 billion industry, with advisers the main winner. Australian platform providers are now competing at a higher level, according to the 2010 Investment Trends Platform Report ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management launched its inaugural AFA Female Excellence in Advice Award in Sydney last night. Tackling the gender gap that exists in retirement savings ...

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings. The independent dealer group said the cut of ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Advisers should be using managed accounts to be adviser, manufacturer and the central figure in their clients' financial lives, attendees were told at yesterday's Financial Standard Managed Accounts forum held in Sydney. Advisers can use managed accounts ...

Sunsuper appoints ESG specialist

MATT WOODINGTON  |  THURSDAY, 5 MAY 2011
The $17 billion industry fund Sunsuper is actively increasing its focus on environmental, social and governance (ESG) investment by creating a new management role. Stuart Wilson, former chief executive officer at the Australian Shareholders' Association ...

Talent shortage needs attention

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Talent shortages in the financial services industry needs to be addressed by senior executives with gender diversity the answer, according to a global finance careers firm. Discussed in Melbourne last week, firm eFinancialCareers said that financial ...