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Showing 16091 - 16100 of 18356 results for "Plan"

ING software roll-out to reduce the SoA burden

ING is set to roll-out a new online limited advice solution to reduce the Statement of Advice burden for advisers. Using a customised version of XPLAN's financial planning software, ING will launch the online limited advice solution as part of its substantial ...

New AFA chief eyes under-insurance and business succession

After a six-month long search, the Association of Financial Advisers (AFA) has appointed a new CEO, Richard Klipin, who hopes to increase the group's membership by addressing key issues including the nation's chronic under-insurance and business succession ...

ASIC too soft on AFSL applicants: Aud Gen

ASIC has issued Financial Services Licenses (FSLs) in a rush and without properly inspecting applications from a number of financial planners, dealers and insurance brokers, according to a new Auditor-General report. The report by the national Auditor-General ...

India is 30 per cent overvalued: Citigroup

The Indian market is suffering from too much of a good thing with huge foreign flow of funds into the country making it too expensive to invest in their equities, according to Citigroup. Ratnesh Kumar, head of India Research at Citigroup, said that ...

AIOFP forms Westpoint Recovery Fund

An estimated 4,000 investors are reported to have been caught out in the $300 million Westpoint sinkhole after ASIC forced it to shut down its finance companies Ann Street Mezzanine and York Street. But the finger pointing has intensified with Westpoint ...

Asgard puts cash first with eCASH and Cash Connect

In a move that cements Asgard Wealth Solution's role as a trendsetter in the platform sector, the group has announced the launch of two cash products designed to help financial planners manage the cash component of their client's accounts better. Asgard ...

FPA adds marketing man and banker to Board

The Financial Planning Association of Australia (FPA) has appointed new directors to its board commencing as current CEO, Kerrie Kelly, prepares for her departure. Bruce Foy, an investment banker, and Rob Gerrand, a marketing consultant, will replace ...

Macquarie fund units open for business

Macquarie Direct Property Management Limited (Macquarie Direct Property) has opened the first allotment of units in its open ended direct property fund since raising $236 million in its capital raising since October last year. The Macquarie Direct Propety ...

Senior Tax Offset makes super less attractive for older investors

The introduction of the Senior Tax Offset may make super less attractive for investors at retirement or pension age, which may be a deterrent for people being pushed to fast-track their super savings. Personal investments commentator Darryl Dixon told ...

Minchin weighs in on super tax cut debate

Senator Nick Minchin has joined industry body, ASFA, in pushing the government to cut the 15 per cent tax on super contributions in a move they claim could add an extra $30 per week to retirement savings. Addressing the Young Liberal Movement federal ...