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Showing 6531 - 6540 of 18271 results for "Plan"

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... regulator has formed an internal working group to address financial issues of older Australians. In its 2017-18 Corporate Plan, ASIC highlighted it will examine financial products and services provided to older Australians - especially how these products ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
Financial advisers will see a raft of new courses around ethics and integrity as these issues come to the fore ahead of the code of ethics to be introduced from the industry's new regulatory body. Ramping up efforts in ethics education is a bold move ...

APRA issues warning to underperforming super funds

EMMA RAPAPORT  |  FRIDAY, 1 SEP 2017
The Australian Prudential Regulation Authority is pressing ahead with its aim to remove the superannuation industry of underperforming funds, penning a warning letter to all RSE licensees to shape up or ship out. In the letter APRA deputy chair Helen ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
Bennelong Funds Management recruited a Betashares account manager for a newly created distribution role. Taking on the new position of director - wholesale sales NSW, David Whitby will provide additional support to high-net-worth and independent advisory ...

Netwealth expands managed accounts offering

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... Heine said he was optimistic about Netwealth's future as it is strongly positioned for continued expansion. "We have a clear plan for our future, and the solid growth and success we've achieved to date is a testament to the strength and competitiveness ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
Three of Australia's most influential couples will share their stories with planners at the Financial Planning Association of Australia's 2017 Professional Congress, encouraging them to reassess the ways in which they establish and develop meaningful ...

Experienced executives chasing fintechs, start-ups

DARREN SNYDER  |  THURSDAY, 31 AUG 2017
One of the biggest challenges facing financial services employers is the ability to motivate and retain key talent, meaning development and progression planning programs must become more structured. This is the view of digital, sales and marketing recruitment ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
Countplus' chief financial officer has resigned during a period of transformation and lower reported earnings at the financial services firm. John Collier will depart in November after two years with the firm. Countplus' board said it will commence ...

Rethink the great Australian dream: Report

EMMA RAPAPORT  |  WEDNESDAY, 30 AUG 2017
Failure to address housing affordability issues could have long term national implications, with more Australians entering retirement without owning their home and low socioeconomic households forced out of cities, according to CEDA. In its latest report ...

Pre-retirees risk significant shortfalls: MLC

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
An alarming number of pre-retirees are at risk of falling short of what is required for a 'comfortable retirement', according to research from MLC. More than half of those aged between 50 and 70 are on course to fall beneath the ASFA standard ($545,000 ...