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Showing 5321 - 5330 of 18266 results for "Plan"

Advice associations weigh in on member interests bill

HARRISON WORLEY  |  FRIDAY, 19 JUL 2019
The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms. In submissions to the Senate Economics Legislation Committee on the Putting Members' Interests First Bill ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
Chartered accountants and CPAs will now be able to claim credits for prior learning towards meeting the FASEA education standards for financial advisers. The Financial Adviser Standard and Ethics Authority will approve one credit for advisers who have ...

ISA lays out $416bn super saving plan

HARRISON WORLEY  |  THURSDAY, 18 JUL 2019
... workers' retirement savings follow them from job to job by automatically rolling over into a single fund. Laying bare its plan to save $416 billion in retirement savings, Industry Super Australia today released research conducted by KPMG advocating for ...

Franklin Templeton boosts retail distribution

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
Franklin Templeton announced a key appointment in its Australian retail advice market business. Paul Ramsay steps into the role of retail key account manager, based in Franklin Templeton's Melbourne office. Ramsay will focus on building and maintaining ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
Russell Investments launched what it is calling a "next generation" suite of multi-asset managed accounts - the first managed accounts offering for the investment giant. The offering comes in response to the growing adviser and investor preference for ...

NEOS grows sales teams

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2019
NEOS Life has established its footprint in the South Australian market with two new hires. Andrew Bridgland joined NEOS in July as a business development manager, representing South Australia and Northern Territory. He was most recently at Asteron ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... certified financial professional that can provide personalised financial advice and a comprehensive, customised financial plan that clients can access 24/7. Charles Schwab vice president Cynthia Loh said: "The move to subscription-based financial planning ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...

FASEA exam was fair: Poll

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
Less than a third of the financial advisers surveyed in Financial Standard 's spot poll found the inaugural FASEA exam questions difficult, while the majority said it was reasonable. Less than half (44%) of the survey participants said the questions ...