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Showing 3301 - 3310 of 18263 results for "Plan"

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
The massive accumulation bubble that Australia has experienced for years is coming to a close with a shift to a deaccumulation bubble sparking the need for advice processes to change, according to CoreData. Speaking at the Association of Financial Advisers ...

Stephen Jones changes tack on risk advice

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
Speaking at the Association of Financial Advisers' (AFA) national conference, shadow minister for financial services and superannuation Stephen Jones said his views on life insurance have been challenged. Jones said he has reflected on arguments ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
The newly appointed chief executive of the Association of Financial Advisers remains realistic about the challenges the industry faces, but assured members that there is hope in overcoming them. In her first address as chief executive at the AFA's ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
At the Association of Financial Advisers' annual conference, general manager of policy and professionalism Phil Anderson dived into the regulatory overwhelm facing advisers. Anderson started his speech by asking, "Who is feeling overwhelmed by the level ...

Montreal Exchange extends trading hours

JAMIE WILLIAMSON  |  TUESDAY, 21 SEP 2021
The Montreal Exchange (MX) is making a play for superannuation fund assets by syncing its trading hours to accommodate Asia Pacific investors. The Canadian derivatives exchange has extended its trading hours to allow Asia Pacific investors to manage ...

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
Nearly 1700 financial advisers jumped from one practice to another in the year to August, Rainmaker's adviser movements pipeline shows. The newly launched database found 1689 advisers moved from one employer to another, while the month to August saw ...

Hume puts finfluencer followers on notice

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
Senator Jane Hume is warning consumers who fall victim to bad advice from finfluencers not to rely on the government for compensation. Speaking on the first day of the Association of Financial Advisers national conference, the minister for superannuation ...

ASIC worried about finfluencers

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
ASIC is concerned that Australians are turning to financial influencers for advice because professional financial advice is too expensive. New ASIC chair Joe Longo spoke at the Association of Financial Advisers' annual national conference. Longo said ...

AMP reduces super fees

JAMIE WILLIAMSON  |  MONDAY, 20 SEP 2021
... indirect fees. There will also be a simplified investment menu and enhanced online functionality, AMP said. "As part of our plan to simplify our business, we committed to lowering our fees, reducing our costs and returning the benefits to members. Our ...

Australian Ethical makes strategic investment

ELIZABETH MCARTHUR  |  MONDAY, 20 SEP 2021
Australian Ethical has made a strategic investment in Main Sequence, a deep technology investment fund founded by the CSIRO. Main Sequence welcomed the investment, saying that it will apply venture capital to play a role in solving challenges in health ...