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Showing 6371 - 6380 of 18271 results for "Plan"

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
The Australian Securities and Investments Commission reaffirmed its position on terminology used to describe the independence of financial advisers. ASIC's latest update to Regulatory Guide 175 (RG 175) confirms that terms such as "independently owned" ...

Grant Thornton affirms indigenous commitment with new partner

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... corporations Anthony Beven was appointed to play a key role in further developing Grant Thornton's Indigenous Reconciliation Action Plan. He will also be integral to the firm's 2020 strategy to be a leading provider of services to business, government ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
A former head of group strategy and planning at AustralianSuper is the latest addition to the KPMG asset and wealth management strategy team. Rohit Mendiratta, who led the development of a five-year strategy and strategic blueprint for the $120 billion ...

TelstraSuper names new technology executive

EMMA RAPAPORT  |  MONDAY, 13 NOV 2017
Corporate superannuation fund TelstraSuper is driving ahead with its technology and business transformation with the appointment of a new executive general manager technology. Karen Symes, who has been the chief information and innovation officer at ...

Cryptocurrency interest underwhelming: Poll

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... trade in cryptocurrency such as bitcoin and ethereum. A small number (17%) however, are curious about digital currency and plan to transact in some form of cryptocurrency in the future. One-in-five (20%) are investing in cryptocurrency itself, but it ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
Mental health is an issue growing across Australia and the financial services industry is responding. AMP recently refreshed its mental health training program for financial advisers and the content now exceeds the minimum standards set by the Financial ...

Taxing times

BENJAMIN ONG  |  MONDAY, 13 NOV 2017
... entails time for compromises to be made and eventually resolved before a bill is passed and signed into law. Trump's tax cut plan may have been delayed but, it won't be denied. Self-interest and self-preservation dictate that neither political party ...

FS Power50 announces most influential advisers

STAFF WRITER  |  MONDAY, 13 NOV 2017
Financial Standard has launched its FS Power50 guide today, recognising the 50 most influential financial advisers in Australia as voted by the industry. The special edition, available on print, app and e-book, reflects the depth and diversity of Australia's ...

Janus Henderson sends 100 staff to custodian

ALEX BURKE  |  FRIDAY, 10 NOV 2017
... seamless transition for clients." BNP Paribas explained that the extended partnership represents part of its 10-year growth plan for the Securities Services business, which includes boosting the capabilities of its fund services hub in Denver. "We are ...