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Showing 6381 - 6390 of 18271 results for "Plan"

Industry funds must renew aged care investment focus

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... roundtable, including representatives from AustralianSuper, Cbus and IFM Investors discussed services that would help consumers plan for their aged care and better understand and navigate the complex system. Australia, like most developed countries ...

NAB hastily recruits after announcing job cuts

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... and acknowledge the war for talent is intense, but these are the essential skills and roles we need in order to deliver our plan." It remains to be seen how many of the 2000 roles will be filled by NAB staff impacted by the planned job cuts, though NAB ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

Xero consolidates stock exchange listings

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Global cloud accounting software provider Xero will delist from the New Zealand Stock Exchange and transfer all shares to the Australian Securities Exchange. Announcing the move via its half-year results, Xero said it would consolidate its listing on ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
Pinnacle outlined its medium-term growth plan at a Wilsons Advisory conference today, flagging partnerships with new boutiques and launching new listed vehicles. Pinnacle chair Alan Watson and managing director Ian Macoun explained the business has ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
A former BBY financial adviser has been banned for 10 years, while an ex-CBA adviser pleaded guilty to forging client documents, corporate regulator ASIC said. ASIC banned Perth-based Sergio Nicolo Belardo, a former authorised representative of stockbroking ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Some of the biggest names in investment, technology and financial advice will work together to develop efficient standards for the exchange of managed account data. An industry working group led by the Institute of Managed Account Professionals has ...