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Showing 5161 - 5170 of 18266 results for "Plan"

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
Rice Warner says technology is likely to forever alter how people expect to receive and pay for retirement advice. New insights from the research house suggest robo-advice is not the only channel through which the advice industry will be changed by ...

IOOF completes Ord Minnett sale

JAMIE WILLIAMSON  |  TUESDAY, 24 SEP 2019
A consortium of private investors led by Ord Minnett management have bought IOOF's 70% stake in the firm for $115 million. IOOF announced today the completion of the sale, saying the buyer was a consortium of investors led by current Ord Minnett ...

Super expert re-joins Mercer

HARRISON WORLEY  |  TUESDAY, 24 SEP 2019
A former Mercer executive has returned to the firm after a brief stint leading superannuation consulting at Rice Warner. Tim Jenkins has been appointed partner in Mercer's institutional wealth division, just over six years after he left behind a ...

Purdue bankruptcy vindicates ESG screens

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Purdue Pharma has filed for bankruptcy after facing a slew of lawsuits for the mismarketing of its product OxyContin. The company's marketing and mislabelling of OxyContin has seen it accused of causing the opioid addiction crisis in the US. Purdue ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Financial advisers are increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has made a submission to the Financial Adviser Standards and Ethics Authority, questioning its consideration of conflicts of interest in the Code of Ethics. IMAP said Standard 3 in the FASEA Code ...

Super trustees must do better: Byres

HARRISON WORLEY  |  FRIDAY, 20 SEP 2019
APRA will soon need to have some difficult conversations with poorly performing superannuation funds, according to chair Wayne Byres. Speaking at a Gilbert + Tobin event in Sydney this week, Byres said the ability of the prudential regulator to hold ...

Intrust Super revamps robo-advice

KRISTI CHENG  |  FRIDAY, 20 SEP 2019
... superannuation fund has upgraded the offering to simplify the digital advice experience, delivering a personalised financial plan three times quicker than its previous service. The new user interface draws from the individual member's data and requires ...

Support staff should meet FASEA standards

ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
BT head of financial literacy and advocacy Bryan Ashenden told the Financial Standard and Challenger Technical Services Forum that FASEA standards should raise questions for support staff as well as advisers. Appearing at the event yesterday, Ashenden ...

Thousands strike from work for climate

ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
Today's global climate strike has resulted in 2568 Australian businesses giving their employees the day off to protest, including Australian Ethical, Future Super and IRESS. The protests,scheduled for September 20, are happening three days out from ...