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Showing 1451 - 1460 of 2357 results for "Stage"

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... Rising Tide Financial Services, Robina Financial Solutions and Tribeca Financial. The Semi-Finalists now proceed to the next stage of assessment, with three finalists in each award to be announced in mid-September.

SPAA rejects compulsory annuitisation

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
The SMSF Professionals' Association of Australia (SPAA) has spoken against the introduction of compulsory annuitisation in Australia in its submission to the Financial System Inquiry (FSI) "SPAA does not support policy incentives that encourage retirees ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
Financial planning group netwealth Advice has completed the stage one build of its overhaul of its technology program. Over the last nine months the group has been improving its Model Office program through its Pathway Licensee Services business. According ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... spokesperson said that the tertiary qualification requirement for advisers has not been adopted within the group yet. "At this stage, all of our financial planners hold the required [RG146] qualification. However we are moving to require a CFP accreditation ...

Mortgage Choice booms, invests in planners

AAP AND ALICE URIBE  |  FRIDAY, 22 AUG 2014
... 30 June 2015, with 33 already in place," Mortgage Choice chief executive Michael Russell said. "We are in a very exciting stage of the business. At present, we are successfully transitioning the business into a diversified financial services powerhouse ...

Brumbie: Super idea, super silly reaction

ALEX DUNNIN  |  MONDAY, 18 AUG 2014
... grasp how the Australian residential property and mortgage market operates differently to the US and Europe. Meanwhile on stage right we have most economists telling us that the real problem with housing is we don't have enough construction and it's ...

Lump sum rules 'utterly unsustainable': Sherry

JAMES FERNYHOUGH  |  THURSDAY, 7 AUG 2014
... against compulsory annuitisation. But according to Desmond Chan, director of Pension Strategy at AIA Group, who shared the stage with Sherry, even with a change in rules, building a vibrant fixed annuity market would not be easy. "Everyone in the market ...

Fortnum ready to recruit advisers after ANZ stake buyout

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... independently-owned licensee," he added. "We will be selective but we want to attract high quality advice firms as we move into the next stage of our growth. We have spent the last two years consolidating the business and developing a range of innovative ...

Folkestone acquires land for planned community

STAFF WRITER  |  TUESDAY, 5 AUG 2014
Listed real estate funds manager Folkestone has entered into a joint venture with ID_Land to establish the Folkestone Truganina Development Fund. The Fund has acquired an 80% interest in a 52.5 hectare residential master planned community in Melbourne's ...

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... stages and that seems to be enough," he noted, and added that "it's not sustainable anymore." "Looking at the client's life stage is not going to make the cut." Advisers will need to take into account the client's buying preferences, technology options ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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