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Showing 3681 - 3690 of 6514 results for "Jul"

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Large financial institutions are raising education standards for their financial advisers. For those already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide ...

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
Count Financial has launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing SMSF advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...

I wish I may, I wish I might

BENJAMIN ONG  |  FRIDAY, 10 OCT 2014
Uh-oh, looks like the Wall Street seesaw has just been whipsawed. Wall Street's action - and their presumed causes -- over the past three days are summed up in Bloomberg's headlines over the past three days: S&P 500 Falls to Nine-Week Low on Global ...

Two-fifths forced into retirement before financially ready

MARK SMITH  |  THURSDAY, 9 OCT 2014
The best laid retirement plans are often outdone by illness or redundancy with new research from Mercer showing that 40% of Australians are forced into retirement before they are financially ready. According to the report, retirees will outlast their ...

PROFILE: UniSuper CEO Kevin O'Sullivan

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
In July 2013 Kevin O'Sullivan became chief executive of one of Australia's largest superannuation funds, UniSuper. Just over a year on, he catches up with James Fernyhough to talk retirement income, the value of asset consultants, and the future of ...

Business as usual for PIMCO Australia

MARK SMITH  |  THURSDAY, 9 OCT 2014
The head of PIMCO's investment business in Australia expects no changes to processes, investment strategy or personnel following the shock exit of 'bond king' Bill Gross last month. "The Australian portfolio management team continues to invest for our ...

Seesaw on Wall Street

BENJAMIN ONG  |  THURSDAY, 9 OCT 2014
In droves they returned... the bargain hunters, the bottom fishers and the dip buyers - turning the previous day's see on Wall Street into last night's saw. All are thanking the friendly International Monetary Fund (IMF) for opening up another entry ...

Damien Mu elected to FSC board

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
AIA chief executive Damien Mu has been elected to the board of the Financial Services Council (FSC). Mu has been with AIA since 2007, and was appointed as chief executive in July this year. Prior to his time at AIA Mu was operations manager for AustralianSuper ...

Now where have I heard that before?

BENJAMIN ONG  |  WEDNESDAY, 8 OCT 2014
Houston, we've got another one. Another one of those big falls on Wall Street - yup, those ones that almost always begs the question, is this the one (the start of a bigger correction) or another dip begging to be bought? This time it's the International ...