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Showing 461 - 470 of 808 results for "Group of 20"

GSA an affordable alternative to DLAs: APRA

JAMES FERNYHOUGH  |  TUESDAY, 2 SEP 2014
Group self-annuitisation (GSA) may provide a more affordable alternative to deferred lifetime annuities (DLA) when it comes to dealing with longevity risk, according to the Australian Prudential Regulation Authority (APRA). In its second submission ...

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
A group of financial planners and financial services entrepreneurs have united to create an online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete ...

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
The financial planning industry is on the verge of a golden era, but it must do everything it can to be seen as a fully-fledged profession, according to AMP executive director of financial planning Steve Helmich. The senior planning executive argued ...

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
The number of consumers unaware that their financial adviser works for a dealer group aligned with the big institutions has significantly increased over the past year. In 2013, 51% of the clients using Commonwealth Bank-owned Financial Wisdom thought ...

Select brings Neuberger Berman hedge fund strategy to Australia

MARK SMITH  |  FRIDAY, 25 JUL 2014
Select Fund Services has made a Neuberger Berman fund-of-hedge-funds strategy available to retail and self-managed super fund (SMSF) investors. The launch of the Neuberger Berman ARMS Trust gives local investors access to the firm's Absolute Return ...

Global body calls for Asia Funds Passport rethink

MARK SMITH  |  MONDAY, 14 JUL 2014
The Asia Funds Passport initiative has received public support from ICI Global but the global investment industry body said the model needed to be rethought to improve its chances of long-term success. ICI Global, the international arm of US body the ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
The financial advice landscape is likely to be shaken up again by a merger between two medium-sized firms that would put the new group among Australia's top ten providers. Infocus Wealth Management and Patron Financial Services are expected to merge ...

Affinia hires regional business consultants

AAP  |  MONDAY, 23 JUN 2014
TAL-backed Affinia Financial Advisers has appointed one business consultant for Victoria and Tasmania, and one for Western Australia and South Australia. Nadia Docker will be in charge of Victoria and Tasmania, while Natalie Pegg will look after Western ...

Lonsec reveals new CEOs

STAFF WRITER  |  MONDAY, 23 JUN 2014
Lonsec Fiscal Holdings, which includes Lonsec Research, Lonsec Broking, SuperRatings, Toowards, Advisor Network, MPF Ratings and Lonsec Direct Investment Service is pleased to announce the appointment of Amanda Gillespie and Nathan MacPhee as joint ...

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
Commonwealth Bank-owned Financial Wisdom will face a class action started by Shine Lawyers for inappropriate investment advice to more than 3,000 clients. Shine Lawyers confirmed to Financial Standard that the law firm is now collecting evidence to ...