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Showing 191 - 200 of 292 results for "Freedom"

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... about her experience finding a financial planner. "My financial planner made me competent and confident, which gave me freedom," she explained. Byrne said that she was looking for a female financial planner and that was referred to her by her accountant. ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
... not all advisory groups wish to mandate software across their entire business, preferring to allow their advisers the freedom of choosing their own software applications," said Midwinter managing director Julian Plummer. "As technology providers, we ...

UK moves away from annuities: research

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
... savings in one lump sum due to factors such as the standard of living in retirement, tax hurdles and other charges. "Pension freedom has given us the potential for a more flexible and better standard of living in retirement, however, it has also given ...

Australia: which way now?

BENJAMIN ONG  |  WEDNESDAY, 19 AUG 2015
... government spending on "physical infrastructure" infrastructure", and on "skills, education, technology, the ability and freedom to respond to incentives, the ability to adapt and the willingness to take on risk". But alas! The Prime Minister and the ...

GBST wealth management performance drives 52% profit boost

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... result was impressive. Regulatory change continued to drive sales, and deployment of GBST Composer to support UK Pensions Freedom legislation helped win new clients. Australian Wealth Management operations successfully completed several large migration ...

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... is quite different, and being affiliated with Synchron was a bit limiting. So having our own AFSL meant that we had the freedom to conduct business in the way that best-suited our model." Boles explained further, saying that Wealth Enhancers' business ...

Minimum $200k SMSF balance "completely incorrect"

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... argued that there are reasons for having an SMSF irrespective of the balance, such as free choice of life insurer or more freedom to design the member's estate planning strategy. Hallinan added that some investment strategies are only available to SMSFs. ...

Labor demands to see Treasury papers on super

DARREN SNYDER  |  WEDNESDAY, 1 JUL 2015
... allegedly show the government received advice on options to vary superannuation tax concessions prior to this year's budget. A Freedom of Information request by Labor to federal Treasury allegedly shows the Expenditure Review Committee, chaired by Prime ...

Almost everyone got a bonus this year, report reveals

MARK SMITH  |  THURSDAY, 11 JUN 2015
... the same, while a smaller percentage of 21% felt the same way when comparing with other financial institutions. With the freedom to choose more than one option when asked what were the factors impacting bonus, 62% chose team/business unit performance ...

Labor backs ASIC data retention authority

ALEX BURKE  |  MONDAY, 23 MAR 2015
Shadow Attorney General Mark Dreyfus voiced his support for amendments to the Government's data retention bill which authorise the Australian Securities and Investments Commission (ASIC) to retain telecommunications data for the purposes of investigating ...