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Showing 5871 - 5880 of 18266 results for "Plan"

Super funds cop governance grilling

HARRISON WORLEY  |  TUESDAY, 21 AUG 2018
... has been exposed is a blinkered focus on financial risk at the price of ignoring conduct risk," he says. Charging members plan service fees for access to a financial adviser which was never properly linked to their account, NAB superannuation trustee ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
The Association of Independently Owned Financial Professionals is urging all financial advisers to reunite and put an end to "repugnant" reforms proposed by the Financial Adviser Standards and Ethics Authority. The AIOFP announced it is taking a "politically ...

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
Latest research from the Financial Planning Association of Australia (FPA) shows parents accessing financial advice are more likely to discuss financial matters with their children. The FPA's 'Share the Dream' report explores the impact ...

ASIC defends enforceable undertakings at Royal Commission

KANIKA SOOD  |  FRIDAY, 17 AUG 2018
ASIC's favourite method of tackling misconduct came under fire as the Royal Commission capped off its round of superannuation hearings on Friday. First up was Tim Mullaly, a senior executive leader in ASIC's financial services enforcement division. ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... discovery you can find ESG solutions and other impact investment options that will align to an individual investor's financial plan - well before they amass millions of dollars and feel they want to write a large cheque," Williams said. "It is not an ...

T. Rowe Price names new APAC distribution head

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
... understanding of the Asia Pacific region and demonstrated investment knowledge make him the ideal candidate to lead our growth plan in the region," Keller said. "I am delighted that Nick will take over the reins in Asia Pacific after leading and growing ...

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
Fiducian Group has reported a 21% rise in underlying net profit and a $1 billion lift in funds under management, administration and advice. Releasing its full year results today, Fiducian recorded $10.5 million in UNPAT and an 18% increase in FUMAA ...

Swiss asset manager eyes Aussie instos

KANIKA SOOD  |  THURSDAY, 16 AUG 2018
A Swiss asset manager is offering two new sustainable infrastructure strategies with a combined capacity of about $1.7 billion to Australian institutional investors as it builds out its APAC presence. SUSI Partners currently has about $1.4 billion in ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
As the Association of Financial Advisers National Conference nears, the finalists for its 2018 Female Excellence in Advice Award were named this week. More than 370 nominations and 44 applications were received for this year's award, a record number ...

Hayne sees red over failed merger

KARREN VERGARA  |  THURSDAY, 16 AUG 2018
... ahead with the merger, it failed to prioritise members' interest - a similar case to Energy Super backing down on its plan to merge with the now $14 billion Equipsuper. Catholic Super director, deputy chair and member of the board Peter Haysey told ...