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Showing 5171 - 5180 of 18266 results for "Plan"

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... Advisor will provide online financial planning tools to users and allow them to create a personalised, goal-based financial plan. In order to develop those goals, users will create a profile within the Digital Advisor interface that provides Vanguard ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000. ClearView's review and remediation program for over 200 clients who received poor life insurance advice resulted in the figure. ...

Chief economist update: Plenty of oil

BENJAMIN ONG  |  WEDNESDAY, 18 SEP 2019
Oil prices soared after a drone attack on September 14 on Saudi Arabia's Abqaiq oil-processing plant (estimated to produce around 5% of global oil supply). WTI and Brent crude oil prices jumped by 14.6%, to US$62.88 per barrel and US$69.03/barrel ...

La Trobe Financial expands executive team

KRISTI CHENG  |  WEDNESDAY, 18 SEP 2019
... experience" in leadership makes him a valuable addition, and he will play a major role in executing La Trobe Financial's strategic plan. Completing the trio of appointments is Annie Sestito, who has been appointed senior executive head of people, PR ...

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
Allianz Retire+ is partnering with Macquarie University in a three-year research project to better understand the impact of holistic advice on retiree happiness. Macquarie University associate professor Joanne Earl will lead the project, and will work ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit. The Australian Financial Review reported yesterday that stockbroking firm Ord Minnett is planning to purchase CommSec Advisory. It reported Ord Minnett was asked ...

FinPal and MiiiA merge, announce rebrand

ELIZA BAVIN  |  MONDAY, 16 SEP 2019
Financial advice software providers FinPal and MiiiA have announced plans to merge their technologies and services before rebranding as Fin365. FinPal founder and chief executive Stephen Handley said he is confident the merger will lead to accelerated ...

Dealer group to fight grandfathered commissions ban

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
Lifespan Financial Planning has thrown its financial support behind the fight to retain grandfathered commissions. It has contributed $10,000 to the Adviser Regulatory Fund set up by the Association of Independently Owned Financial Professionals to ...

One regulatory regime enough: FSC

HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
The Financial Services Council echoed the advice of Commissioner Kenneth Hayne in its call for a "significant" simplification of the regulatory system for tax and financial advisers. In a submission to the independent review of the Tax Practitioner's ...

Industry Fund Services adopts regtech solution

KRISTI CHENG  |  FRIDAY, 13 SEP 2019
Industry Fund Services has partnered with a regulatory technology company to automate its risk management and compliance processes. IFS will work with Advice RegTech to pioneer the launch of a "leading-edge" regulatory compliance checking technology ...