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Showing 421 - 430 of 1206 results for "Switch"

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... product, such as broader investment options." These insights from ASIC explain the kind of justification that is required to switch products in a compliant manner, Docker said. ASIC is wary of product switching with flimsy reasoning behind it, she said. ...

Retail fund swaps out K2

KANIKA SOOD  |  MONDAY, 25 NOV 2019
... option, the trustee determined that it was in the best interest of the members to terminate the investment option, and switch members into Schroder Australian Equity investment option," AMP told members in an October update. The K2 fund's assets ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... Power in Queensland which taught high schoolers important life skills such as how to manage conflict in relationships. The switch to finance came after a speaking event where he addressed about 700 people and the next day received a letter from a mutual ...

Media Super winds up income investment option

ELIZABETH MCARTHUR  |  MONDAY, 18 NOV 2019
... has advised members that the Stable option has a similar risk/return profile to that of Income Plus. If members do not switch their Income Plus balance to a different option by the end of January next year they will be defaulted into the balanced MySuper ...

Nuveen switches up executive team

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
Nuveen has appointed a new chief executive from inside the company as it switches up its executive team, and has announced a permanent head of real estate for the Asia Pacific region. Current president Jose Minaya will move into the role of chief executive ...

Defined contribution: A global perspective

HARRISON WORLEY  |  THURSDAY, 14 NOV 2019
... are the key problems that we're facing, along with the fact that people can take their money out of their plans as they switch jobs." Lucas said leakage was an issue in the US - with people withdrawing or taking loans from their retirement savings - ...

Cbus enters corporate super

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
... products that our members doing manual work rely upon and claim against." There is significant interest from firms looking to switch their corporate super offerings post-Royal Commission, Atkin added. "A lot of companies were disappointed with the poor ...

Industry fund changes insurer

KANIKA SOOD  |  FRIDAY, 8 NOV 2019
... year. It has so far provided income protection insurance to members through Hannover. Starting end of this month, NESS will switch income protection cover to Chubb. The old IP cover was calculated on a fixed cost per unit basis. Members paid a premium ...

What finance professionals are really paid

ELIZABETH MCARTHUR  |  THURSDAY, 7 NOV 2019
A new salary benchmarking report for 2020 from Michael Page has revealed what various finance professionals in Australia can expect to be paid, including distribution leads and investment directors. According to the report, legal, risk and compliance ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... circumstances. He also failed to give adequate consideration to their existing insurance products before making a recommendation to switch, which resulted in his clients being worse off. Rothnie is a former authorised representative of GPS Wealth and ...