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Showing 361 - 370 of 566 results for "ProActive"

Equip eyes merger with Rio Tinto plan

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... profit-for-member fund, Equip has an absolute commitment to putting members' interests first. Our fund embodies robust governance, proactive risk management, and a skilled investment framework, and these attributes have been critical in our discussions ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... financial planning as a profession for the next generation," De Gori said. To combat this, the FPA has implemented a proactive strategy targeting university students, consulting with 25 universities around Australia on syllabuses for financial planning ...

Industry fund recovers millions in lost super

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2016
An industry superannuation fund recovered more than $5 million in lost super for members in the three months to September 2016. Vision Super reunited 236 of its members with lost super in the quarter and consolidated multiple accounts of 85 members ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... Stanford Brown chief executive Jonathan Hoyle said: "The benefits of managed accounts to our clients are clear; far more proactive money management, a better tax outcome and lower fees. The feedback from our clients to date has been extremely positive ...

Pillar sold to Mercer

DARREN SNYDER  |  FRIDAY, 2 DEC 2016
... acquisition is on point for the firm's superannuation outsourcing business strategy. "We know many super funds are seeking a proactive and sustainable business partner who can provide superior administration and related services, reduce costs and help ...

Shadow Treasurer slams governance bill

DARREN SNYDER  |  WEDNESDAY, 23 NOV 2016
... offering of insurance inside superannuation with the potential erosion of member's balances," O'Dwyer said. Welcoming the proactive nature of the working group, O'Dwyer said she hoped "these issues will be taken seriously and we will see practical recommendations ...

Super funds lagging on group insurance

ALEX BURKE  |  MONDAY, 14 NOV 2016
... insurance arrangements." She encouraged ASFA to "take these issues seriously and to consider how the industry can both take proactive steps to improve the current system and make practical recommendations to government on areas for regulatory reform ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

CBA partners to finance clean energy

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
The Commonwealth Bank has partnered with the Clean Energy Finance Corporation (CEFC) to launch a new $100 million energy efficient equipment finance program to provide lower cost finance to Australian businesses and not-for-profits that meet certain ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... many opportunities and we have a lot to be proud of. But we also must accept the necessity to think differently - to be proactive and better prepared for the challenges, innovations and opportunities that continue to present," she said. "The AFA has ...