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Showing 4591 - 4600 of 10553 results for "BEI"

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The Association of Financial Advisers' New Financial Advice Competency Framework white paper reveals a consensus among financial services professionals to understand knowledge, attitudes and behaviours. The white paper, produced in partnership with ...

Derivatives specialist opens Sydney office, appoints Australia head

ALEX BURKE  |  FRIDAY, 6 OCT 2017
One of the world's largest derivatives marketplaces is establishing a local presence in Sydney, appointing a head of Australia in the process. CME Group's new Sydney office will be led by Simon Raybould, who was previously a non-executive director at ...

Life insurance complaints down: FOS

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
Disputes surrounding investments, advice and life insurance accounted for 9% of all disputes accepted at the Financial Ombudsman Service of Australia last financial year. In its annual report FOS outlined that of the 22,475 disputes it accepted over ...

Time to start factoring in an RBA rate cut?

BENJAMIN ONG  |  FRIDAY, 6 OCT 2017
Forget about the ANZ and NAB's call for the RBA to remove at least the "emergency accommodation" that brought the official cash rate to a record low of 1.5%. If the recent trend in Australian consumer spending - or in this case, not spending - continues ...

First Super appoints board member

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
First Super recently appointed a Djab Wurrung elder and indigenous leader as an independent director to its board. Joining the $2.6 billion fund's board from September is Tim Chatfield. He is currently the chief executive of a successful Aboriginal ...

Small cap veteran joins listed equities manager

ALEX BURKE  |  THURSDAY, 5 OCT 2017
A small cap specialist whose credentials include senior roles at BNP Paribas, Citigroup and Bligh Capital has taken on a portfolio manager role at an ASX-listed boutique. In his new role at Glennon Capital, Tim Powditch will focus on small and mid-cap ...

Prime accounts called into question by auditor

ALEX BURKE  |  TUESDAY, 3 OCT 2017
Listed wealth and accounting firm Prime Financial Group's directors said they were "deeply disappointed" that the group's independent auditor was unable to provide an opinion of Prime's annual report due to insufficient audit evidence. William Buck ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

Expansion everywhere

BENJAMIN ONG  |  TUESDAY, 3 OCT 2017
"They float. They all float!" Nah, not scribbling to spook the bejeesus out of you ala Pennywise the clown of "It" fame. Au contraire, the quote refers to the manufacturing PMI survey releases showing that the world's biggest economies are all - not ...