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Showing 3091 - 3100 of 18263 results for "Plan"

OnePath Custodians sued over fees for no service

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... 2019, OnePath incorrectly charged financial adviser service fees of about $500,000 to 2508 members who did not have a linked plan adviser. Annual statements sent to these members until October 2019 represented that OnePath was entitled to the fees and ...

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... to make long-term financial decisions. Designed to motivate and empower members, Future Planner allows them to experiment, plan and take action to improve their financial future. "We know from supporting our members for more than three decades that financial ...

ASIC bolsters leadership

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
The corporate regulator is adding an executive director of operations, chief financial officer and chief people officer. Announcing the appointments today, ASIC said they are intended to strengthen its capability and effectiveness. Joining in January ...

PIMCO revives local LIT plans

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
After almost two years of delay, PIMCO is planning to launch its first Australian listed investment trust in March next year. PIMCO, which has been managing listed funds globally for about 25 years, said the new offering will seek to address Australian ...

ISA releases pre-election wish list

CHLOE WALKER  |  TUESDAY, 14 DEC 2021
Industry Super Australia (ISA) has released a four-point plan to put members and their future economic security at the forefront of any debates over superannuation policy during the forthcoming election. Noting various discrepancies within the current ...

Aussies less confident about retirement age

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
Australians are less optimistic about retiring at their desired age compared to their global counterparts, a new study shows. The latest Global Defined Contribution Participant Survey by MFS Investment Management of 4000 respondents found that only ...

State Super sets net zero targets

JAMIE WILLIAMSON  |  MONDAY, 13 DEC 2021
... an ambitious net zero target, which includes reducing greenhouse gas emissions across its portfolio by 45% come 2030. In a plan formulated with TCorp and Mercer, State Super is looking to achieve net zero status across its pooled fund by 2050, hoping ...

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
The Association of Independently Owned Financial Professionals (AIOFP) has criticised 'elitist young financial advisers' for opposing Labor's suggestion older financial advisers shouldn't have to complete a university degree. Last week at the AIOFP's ...

More advisers fail FASEA exam

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Only half of the financial advisers who sat the November exam passed, making this the lowest pass rate on record. Fifty-two percent of the 2129 advisers who sat the Financial Adviser Standards and Ethics Authority exam were successful. The pass rate ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Labor promises it will dump educational requirements for financial advisers with over a decade's experience if it comes to power. Shadow minister for financial services Stephen Jones said such advisers with a clean record will not be required to ...