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Showing 6151 - 6160 of 18266 results for "Plan"

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
The Financial Adviser Standards and Ethics Authority released its proposed degree equivalence guidelines for existing advisers, as well as its draft Code of Ethics. Under the proposed requirements, existing financial advisers with a bachelor's degree ...

Government reappoints ASIC executives, creates new role

KANIKA SOOD  |  MONDAY, 19 MAR 2018
The Federal Government has reappointed ASIC's deputy chair and a commissioner in addition to creating a new role for a second deputy chair. Federal Minister for Revenue and Financial Services Kelly O'Dwyer said ASIC deputy chair Peter Kell and commissioner ...

Asset managers gearing for growth in 2018

KARREN VERGARA  |  MONDAY, 19 MAR 2018
The asset management and wider wealth management industries are confident about growth prospects in 2018 but remain realistic about responding to intense fee pressures, a PwC global survey shows. The majority (87%) of the 126 asset and wealth management ...

SMEs shun banks, turn to fintechs

KARREN VERGARA  |  MONDAY, 19 MAR 2018
Small-to-medium enterprises are increasingly shunning banks and turning to fintechs and alternative sources to fuel growth and operational needs, an SME growth sentiment index shows. The proportion of SMEs planning to use banks dropped from 38% to 24% ...

Chief economist update: Plotting the dots

BENJAMIN ONG  |  MONDAY, 19 MAR 2018
... noted on previous occasions, participants' projections for the federal funds rate, including the median path, are not a fixed plan for future policy. Policy is not on a pre-set course. These forecasts represent participants' individual assessments of ...

TAL named top life insurer for 2017

DARREN SNYDER  |  FRIDAY, 16 MAR 2018
... business support services. The insurer also picked up the Trauma Product of the Year for its TAL Life Critical Illness Premier Plan. CommInsure also won three awards: Investment Bond of the Year; Annuity and Income Stream Innovation Product of the Year ...

Fidante forms partnership with $500m firm

ALEX BURKE  |  FRIDAY, 16 MAR 2018
Fidante entered into a strategic partnership with and acquired a minority stake in a New York-based hedge fund firm with more than $500 million in assets under management. As part of the agreement with Latigo Partners, Fidante parent company Challenger ...

Industry fund and CommInsure unveil digital claims process

KARREN VERGARA  |  FRIDAY, 16 MAR 2018
A $3.5 billion industry superannuation fund has launched an end-to-end online insurance claims capability to benefit its 115,000 members. Prime Super members now have the ability to access claims for income protection, total and permanent disability ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
Financial advisers and superannuation funds understand the stakes behind cyber incidents but it's not reflected in business preparation and protection processes. This is a key finding in the latest industry survey from Kamino Cyber Security, a division ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
Financials advisers have less than seven months to transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited ...