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Showing 3051 - 3060 of 5379 results for "Association"

Advisers, get ready to manage the baby boomer wave

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
... boomers coming into retirement, KPMG partner and demographer Bernard Salt said. Speaking at the Financial Planning Association (FPA) Conference, Salt said that the number of people that retire annually went from 40,000 per year in 1950 to 140,000 in ...

SIFMA talks up Wall Street cyber defences

ALEX DUNNIN  |  WEDNESDAY, 23 OCT 2013
The US Securities Industry and Financial Markets Association (SIFMA) has released its assessment report of their Wall Street cyber attack simulation and while it confirms their protocols performed adequately, it was the soft attack weapons that were ...

TAL life chief actuary to head global association

MARK SMITH  |  TUESDAY, 22 OCT 2013
... former Actuaries Institute president Fred Rowley will take up office as president-elect of the International Actuarial Association (IAA) from 1 January 2014 and is expected to become president in 2015. The International Actuarial Association (IAA) is ...

Cbus, FPA explain their referral deal

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
The Financial Planning Association of Australia (FPA) and Cbus explain how their pilot professional advice referral service will work. First of all, it will run from January to June 2014 and be available to Cbus members in Queensland, South Australia ...

Challenger reports big boost in annuities sales

JAMES FERNYHOUGH  |  MONDAY, 21 OCT 2013
... same tax concessions to annuities as it does to other retirement products. Ross Clare, director of research at the Association of Superannuation Funds of Australia (ASFA), said that ASFA is due shortly to have discussions with the Government on this ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
The Financial Planning Association (FPA) has confronted advisers at the annual Conference with the case of a young disabled woman who took $800,000 to a financial planner and lost it all due to bad advice. The client became disabled after a car accident ...

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH  |  FRIDAY, 18 OCT 2013
Financial Planning Association (FPA) chair Matthew Rowe has dismissed the idea of introducing a Medicare-style financial planning service, saying it would be too expensive. The idea was put to a panel of advisers and clients at the FPA Inaugural Professionals ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... financial adviser, but they don't trust that amorphous thing called financial advice." Maye said at the Financial Planning Association (FPA) Conference that advisers need to overcome this stigma and regain the trust of consumers and the regulator. "Advisers ...

Pre-retirees won't meet goals without equities

MARK SMITH  |  THURSDAY, 17 OCT 2013
... on bonds and cash," Wingate Asset Management chief investment officer Chad Padowitz said in a presentation at the Association of Financial Advisers (AFA) National Conference on the Gold Coast on Tuesday. The important consideration with equity strategies ...

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... seeing more people going out from those big groups and getting their own license." Micallef and Cargakis spoke at the Association of Financial Advice (AFA) 2013 Conference in a session chaired by Pinnacle Practice head of Corporate & Licensee Partnerships ...