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Showing 1391 - 1400 of 2042 results for "TAI"

Legg Mason restructures distribution

BEN COLLINS  |  WEDNESDAY, 5 SEP 2012
Fund manager Legg Mason will shift its focus to institutional and intermediary markets, with a restructure of its distribution, client service and market functions. Legg Mason said the restructure was a direct response to the increased blurring of the ...

We're revolutionising financial planning: Mortgage Choice

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
Mortgage Choice is set to expand into financial planning by opening up 60 franchises by 2015 to sit along side its 380 countrywide home loan businesses. The mortgage broking group plans to be Australia's fastest growing branded financial planning organisation ...

netwealth cost focus pays off

MELANIE TIMBRELL  |  WEDNESDAY, 22 AUG 2012
netwealth Investment Wrap is CoreData's Platform of the Year for 2012 on the strength of advisers allocating client funds on the basis of perceived value. The number of respondents surveyed by CoreData who selected value as the basis for allocation ...

Lifecycle discussion needs context: Milliman

MELANIE TIMBRELL  |  MONDAY, 20 AUG 2012
The increased discussion of lifecycle products in a MySuper context needs to take into account lessons from overseas failures, including target date funds in the US, according to one consultant. Wade Matterson, practice leader at Milliman said the whole ...

Untargeted tax subsidies inept

ALEX DUNNIN  |  MONDAY, 20 AUG 2012
... concessions - the mainstay of Australia's universal superannuation system - make them highly inefficient. The Australia Institute's (TAI) recently released study, 'Can the taxpayer afford 'self-funded' retirement", reveals that within five years - according ...

Untargeted tax subsidies inefficient

ALEX DUNNIN  |  THURSDAY, 16 AUG 2012
The Australia Institute (TAI) has just released a study, 'Can the taxpayer afford 'self-funded' retirement", where they reveal that within five years, according to the Commonwealth Budget Papers, the costs of the nation's taxation subsidies will climb ...

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
Macquarie has renamed its financial planning software for independent advisers Visor, following last week's sale of the COIN business to Rubik. The sale saw the business divided into two software offerings. While Rubik Financial will service the institutional ...

ASIC targets securities dealers

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
The Australian Securities and Investments Commission is honing in on securities dealers after discovering evidence of insufficient steps to ensure clients receive appropriate advice. ASIC's fourth market supervision report is the first to include information ...

ASIC unveils primary school teaching package

ALEX DUNNIN  |  MONDAY, 13 AUG 2012
Financial literacy is taught across most states' curricula throughout primary school and across subject areas in secondary school but this package includes tailored material for primary teachers that has been mapped into the Australian National Curriculum. ...

CommCentral launches FOFA revenue management solution

LINDA HAUSKEN  |  MONDAY, 13 AUG 2012
Melbourne based financial technology company CommCentral has launched Revex, a remuneration solution designed for advisers and dealer groups to manage revenue and Future of Financial Advice reform requirements. The new web based software solution, Revex ...