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Showing 6211 - 6220 of 18268 results for "Plan"

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
The Financial Planning Education Council (FPEC) chair has stepped down from his post. Mark Brimble was appointed to the role in November 2013 and currently serves as a board director of the Financial Adviser Standards and Ethics Authority (FASEA). Sharon ...

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
SuperConcepts acquired a self-managed superannuation fund administration provider in an attempt to expand its market share. MORE Super joins SuperConcepts' growing network comprising AMP SMSF, Ascend, Cavendish, SuperIQ, superMate and yourSMSF. MORE ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
The Association of Financial Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website ...

Planners vital to closing super gap: Research

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
... females obtain their superannuation through their employer and as a result are generally not likely to receive a financial plan or overall advice on their retirement savings." The research shows that with fewer women having super and those that do having ...

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... (25%) firms that are using fintech services have yet to see any real benefits. Almost the same number (21%) said they don't plan to engage with fintechs at all. Despite the Federal Government's effort to champion fintech initiatives to boost competition ...

Super property trust appoints GM

DARREN SNYDER  |  FRIDAY, 9 FEB 2018
... Industry Superannuation Property Trust (ISPT) said Simpson will be working closely with chief executive Daryl Browning. The plan is for Simpson and the wider ISPT team to work on several new initiatives. The trust generates returns for Australian industry ...

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
Industry super fund CareSuper has appointed a new investment manager. Frank Russo joins the $13 billion super fund from SILC Group, a boutique strategic adviser and investment solutions provider specialising in wholesale private, commercial and institutional ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
The concept of financial wellness is beginning to drown traditional advice models and a new platform is looking to help save advice practices in need of futureproofing. Your Financial Wellness is an online client engagement platform designed to bridge ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE  |  THURSDAY, 8 FEB 2018
Following on from its comprehensive reinsurance program for its wealth protection business in 2017, AMP said it is considering "all alternatives" for its life insurance portfolio and is in discussions with "a number of interested parties." The wealth ...

Industry fund appoints Whitehelm as investment consultant

DARREN SNYDER  |  THURSDAY, 8 FEB 2018
Whitehelm Capital's advisory arm is the new investment consultant for a $900 million industry superannuation fund which dedicates itself to education and related sectors. Combined Super appointed Whitehelm Advisers as its new investment consultant in ...