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Showing 6011 - 6020 of 18266 results for "Plan"

Chief economist update: Should have sold in May and gone away

BENJAMIN ONG  |  TUESDAY, 29 MAY 2018
... in oil prices (because Trump pulled out of the Iran nuclear deal), the fall in oil prices (because Saudi Arabia and Russia plan to increase output), and lately, a developing crisis in Italy (which has led to speculations of an Italian exit). Don't ...

Grandfathered commissions on the outer: Poll

DARREN SNYDER  |  MONDAY, 28 MAY 2018
Six in 10 Financial Standard readers believe grandfathered commissions on superannuation and investment advice should be phased out. Starting May 14, the publication's latest spot poll asked readers whether grandfathered commissions on superannuation ...

Socio-emotional wealth key to keeping business in the family: KPMG

HARRISON WORLEY  |  MONDAY, 28 MAY 2018
... identify and promote the development of potential successors. The survey found 29% of family businesses had no succession plan from current to future leaders in place, but added this usually occurred because the current leader was under the age of 55. ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

Industry fund awards currency mandate

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... and continuing scale benefits to the combined membership," Fraser said. "The two funds have transitioned successfully to plan and on time in just over 12 months, which is a credit to the exemplary cooperation between the funds."

Chief economist update: Fed will go hiking in June

BENJAMIN ONG  |  THURSDAY, 24 MAY 2018
Another rate hike is coming soon! This is the almost unanimous verdict financial markets and the intelligentsia gave after reading the minutes of the US Federal Reserve's 1-2 May FOMC meeting. Can't blame them, it was there all for everybody ...

Netwealth affirms value of financial literacy

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
Netwealth sponsored financial literacy program Banqer has partnered with 150 schools to deliver financial education to Australian children. Just over a year since the partnership between the platform provider and Banqer began, the program has reached ...

VOFF asks Medcraft to "face the music"

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
Victims of Financial Fraud (VOFF) are calling on former ASIC chair Greg Medcraft and deputy chair Peter Kell to answer for alleged mishandling of financial services regulation. VOFF wants Medcraft and Kell to be recalled to the Royal Commission so they ...

CBA advice executive departs

JAMIE WILLIAMSON  |  TUESDAY, 22 MAY 2018
A senior advice executive at Commonwealth Bank has taken a new role at Bank of Queensland. CBA's executive general manager, wealth management advice Lyn McGrath has been appointed to lead BOQ's retail banking division. Announced as part of a ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ...