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Showing 6111 - 6120 of 18266 results for "Plan"

CBA advice failures unacceptable: Comyn

DARREN SNYDER  |  FRIDAY, 13 APR 2018
Commonwealth Bank chief executive Matt Comyn apologised for the group's financial advice failures as two CBA planning subsidiaries entered an enforceable undertaking with ASIC - all before the financial services Royal Commission tackles advice on Monday. ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
Self-managed super fund trustees seeking financial advice jumped 6% last year, and they are hungry for further advice, according to AMP Capital research. Sixty-three per cent of SMSF trustees told AMP Capital they would entertain further financial advice ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
A CountPlus financial planning member firm will acquire 100% of a New South Wales accounting practice. Robson Partners will acquire Walker & Andrews with the process finalising on May 1. CountPlus described the acquisition as "earnings-accretive" for ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 2018
More than 1700 of the FPA's membership have joined calls for the Financial Adviser Standards and Ethics Authority to take a more realistic approach to its development of professional standards. Just last week the FPA issued a questionnaire to its 13,700 ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
Australian retail investors are more likely to trust human financial planners over robo-advisers - and by an overwhelming majority, according to the CFA Institute's 2018 survey of investor trust. More than 80% of the Aussie retail investors surveyed ...

Default options safeguard retirement savings: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... diversification incorrectly," Bateman said. Research previously undertaken in the United States analysing Prescription Drug Insurance Plan choices made by consumers demonstrates the vast majority of consumers make 'confused' choices. They place too much ...

FASEA announces leadership transition

DARREN SNYDER  |  TUESDAY, 10 APR 2018
Financial Adviser Standards and Ethics Authority (FASEA) chief executive Deen Sanders is stepping down after about seven months in the role. An announcement on FASEA's website today said Sanders will continue his long-standing career in professional ...

Global pension fund appoints APAC lead

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... fund with increasing investment in Asia Pacific appointed a managing director for the region. The Ontario Teachers' Pension Plan will welcome Datuk Ben Chan as regional managing director, Asia Pacific in June. Chan joins from Malaysian sovereign wealth ...

AustralianSuper boosts digital capabilities for engagement

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
Australia's biggest industry superannuation fund is seeing greater member engagement by way of its recently launched chatbot and new in-app messaging capability. Having launched in December 2017, AustralianSuper's partnership with digital messaging ...

Westpac appoints new general manager

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... Westpac Group's Climate Change Solutions Committee, driving the group's sustainability strategy and Climate Change Action Plan. Van Not will report directly to Cobley.