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Showing 4281 - 4290 of 18263 results for "Plan"

Link suffers in COVID environment

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
Link Group has posted disappointing FY20 results across the board weighed down by tough trading conditions and increased regulatory costs. Compared to last year Link posted a 12% fall in statutory net profit, a 27% fall in operating net profit after ...

Australian Ethical benefits from seismic cultural shift

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
Australian Ethical has seen almost 10,000 new members invest in its super and managed funds offerings in the past financial year, while institutional players - including other super funds - have also been knocking at the door. "We are fielding calls ...

Pandemic heightened need for SG increase: ASFA

ELIZA BAVIN  |  WEDNESDAY, 26 AUG 2020
... committing to the SG increase to 12%, abolishing the $450 per month earnings threshold for payment of SG, and adopt a six-step plan to "cut red tape" and improve productivity in the super sector. Additionally, ASFA said the industry needs to work on ...

AFA to host virtual conference

JAMIE WILLIAMSON  |  WEDNESDAY, 26 AUG 2020
The Association of Financial Advisers will host a virtual conference via live broadcast from October 14-15. The AFA VISION Conference will be filmed at the Museum of Contemporary Art in Sydney and broadcast live to delegates across Australia. Sessions ...

Sam Henderson pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
... said that Henderson also made the false claim about his qualifications publicly. Henderson's book One-Page Financial Plan: Everything you need to successfully manage your money and invest for wealth creation allegedly contains the false claim about ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the ...

Corporate climate risk disclosures must show more: IGCC

ANNABELLE DICKSON  |  MONDAY, 24 AUG 2020
Investors using companies' climate change risk disclosures to manage investment decisions and portfolio risk want more changes to understand how the risk information translates into action. The latest report by the Investor Group on Climate Change (IGCC) ...

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
ASIC has commenced proceedings in the Federal Court against RI Advice for failing to have adequate cyber security systems. ASIC said its action is in response to a number of alleged cyber security breaches through authorised representatives of RI Advice. ...

ASIC takes action against BTFM, Asgard, StatePlus

JAMIE WILLIAMSON  |  THURSDAY, 20 AUG 2020
... to provide an annual review to. The conduct occurred when StatePlus was the RSE licensee for StatePlus Fixed Term Pension Plan and the StatePlus Retirement Fund. As at 30 June 2017, the two funds had a combined $17 billion under management on behalf ...

Dealer group eyes aggressive expansion

ELIZABETH MCARTHUR  |  THURSDAY, 20 AUG 2020
Centrepoint Alliance has reported its annual revenue grew 11% as it plots an aggressive growth plan. Centrepoint said its plans for growth are to "aggressively pursue inorganic opportunities". The dealer group said 79 new financial advisers had joined ...