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Showing 41 - 50 of 103 results for "Plan C"

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
The AFA has partnered with a robo-adviser to assist financial advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
Love him or loathe him, Donald Trump remains the stuff of headlines going into and since he won the 8 November 2016 US presidential election. Reports abound about Trump versus Kim, Trump versus NATO, Trump versus the NFL, Trump versus Alec Baldwin and ...

Goodments outshines at WAMTech PitchFest

EMMA RAPAPORT  |  MONDAY, 3 JUL 2017
Tom Culver, chief executive and co-founder of Goodments, was named the winner of the inaugural EY WAMTech PitchFest. Goodments, which uses environmental, social and governance data to help retail investors screen for stocks based on sustainability factors ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
In the wake of new Budget measures to ease pressures on housing affordability, the Financial Planning Association of Australia reinforced its stance that superannuation should not be made accessible to first home buyers. Under proposals made in the ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
Ignition Wealth partnered with an XPLAN specialist to launch a new consultancy division, appointing a head of advice in the process. Rob Corben will take on the role as part of Ignition Wealth's partnership with PlanFocus, of which Corben is a director. ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
Participants who complete four new financial planning subjects under a program from Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146. According to the CPA Australia website, the Financial Planning Fundamentals ...

Swell in advisers seeking higher education

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
As the buzz around professional standards continues into 2017, financial advisers are increasingly cognisant of higher education being conducive to future success. According to Kaplan, enrolments into its Master of Financial Planning program's first ...

Tasplan and RBF merger confirmed

KERRIE SYDEE  |  WEDNESDAY, 20 JUL 2016
The Tasplan and RBF Tasmanian Accumulation Scheme successor fund transfer will go ahead following support from the Tasmanian government. Tasplan currently manages $3.4 billion on behalf of 106,000 active members, with the merger and transfer of RBF ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
A group of researchers have developed strategies to advance superannuation member engagement with retirement plan choices, particularly focusing on fee and return disclosures. In a working paper recently published by the Centre of Excellence in Population ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
Greater transparency and increased competition, as well as the risk of legal proceedings, have driven companies in the US to demand lower fees from pension providers for their employees' 401(k) plans. As new disclosure rules allow companies to learn ...