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Showing 5741 - 5750 of 18266 results for "Plan"

FPA and AFA aim to administer adviser standards

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The Financial Planning Association of Australia and the Association of Financial Advisers are putting cases forward to manage adviser compliance schemes resulting from the industry's new education and ethics standards. The FPA told its member base ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
The head of sales and relationship management at Diversa Trustees has moved to a managed accounts provider with the task of expanding its superannuation solution, following an acquisition. Joining Managed Accounts Holdings (MGP) as its head of trustee ...

NAB signals more bad advice remediation

KARREN VERGARA  |  THURSDAY, 1 NOV 2018
... potential impact on NAB and total costs associated also "remain uncertain." As for superannuation customers who were charged plan service fees (PSF ) but did not receive a service, NAB noted refunds have been finalised. However, ASIC has investigated ...

ANZ wealth flows decline

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
ANZ's divested pension and investment businesses continued to record net outflows as it passed the baton to IOOF, the bank's full-year results show. In its financial results for the year ending 30 September 2018, released this morning, ANZ reported ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...

Chief economist update: Eurozone growth slowing fast

BENJAMIN ONG  |  WEDNESDAY, 31 OCT 2018
Uh-oh! Borrowing a quote from Robert Burns: "The best-laid plans of mice and men often go awry." It appears to be heading that way looking at the third quarter economic scorecard in the Eurozone. Advance estimates show that the single currency region's ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
A $3.5 billion industry superannuation fund is the first to implement IRESS' new digital advice solution. The rollout of WA Super's digital advice tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick ...

Super-size me: Latest employment trends

DARREN SNYDER  |  MONDAY, 29 OCT 2018
Wealth management recruiters and their prospective job candidates are beneficiaries of businesses looking to "super-size" roles in digital and customer engagement positions. The 2018 market trends and salary review from Perceptor shows skilled candidates ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown. In the past fortnight, a JPMorgan quantitative model predicted a 60% chance ...

Cybersecurity fit for a $16bn insurer

KANIKA SOOD  |  FRIDAY, 26 OCT 2018
The SIBOS audience got a glimpse into how an ASX-listed insurer set up its safety net against cybersecurity threats in partnership with Ernst and Young, and the side benefits that came with it. IAG underwrites $11.4 billion of premiums every year across ...