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Showing 171 - 180 of 240 results for "Planning for"

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... paper about the industry reaction to the impending introduction of the Future of Financial Advice (FOFA) reforms, Planning for Success by CoreData assessed industry opinion of the likely outcome of the reforms including the rise of professionalism of ...

Female SMSF trustees narrow gender gap

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
... it comes to retirement planning which means there needs to be a greater focus among advisers on educating women in planning for their retirement." According to SPAA, tax office figures also show SMSF females tend to be younger than male trustees, with ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
... comes from National Australia Bank where he spent more than ten years in senior roles including as head of financial planning for NAB Private and as a regional executive. Most recently, Ayres was a senior investment specialist with NABInvest. General ...

FuturePlus restructure creates new head role

ELISE BURGESS  |  TUESDAY, 11 OCT 2011
FuturePlus Financial Services continues its push for medium-sized super funds with the establishment of a new role focused on delivering targeted services in administration, financial planning and paraplanning for super funds. Hayden King will start ...

Challenger results prove annuity winner

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... its second stage of development with new initiatives planned, including a new online web tool for retirement income planning for advisers to use on PC or iPad and aligned activities focused on increasing sales for life and funds management to drive greater ...

St George names new planning heads in strategy push

ELISE BURGESS  |  TUESDAY, 9 AUG 2011
... midst of a strategy push to bring more financial planning services to Victoria. Ian Knight will be head of financial planning for Bank of Melbourne. His responsibilities will include bringing planners numbers from approximately 10 up to 50 within three ...

OnePath arms planners with post FOFA program

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
... According to recent figures from Roy Morgan Research, 66% of Australians that have superannuation have not started planning for retirement, including more than one million in the 50-64 age range. The research house also found that there was very little ...

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS  |  FRIDAY, 1 JUL 2011
The merged entity of planning groups Snowball and Shadforth will be FOFA equipped and ready. Shadforth shareholders have made it official this week and accepted the Snowball offer, with over 90% of votes in favour of the merger. The two non-aligned ...

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
... superannuation expect it to be their main source of income in retirement, only a small minority of them are actively planning for how they will achieve this goal. The contradiction is so entrenched that figures from the report imply that only 8 per cent ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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