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Showing 6671 - 6680 of 18271 results for "Plan"

Review life insurance ahead of super reforms: BT

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
With the end of financial year and 1 July superannuation reforms fast approaching, advisers shouldn't overlook the value of life insurance arrangements inside superannuation. Keeping in mind concessional and non-concessional contribution limits are ...

Veteran WTW investments head departs

ALEX BURKE  |  TUESDAY, 6 JUN 2017
Willis Towers Watson's head of investments for Asia-Pacific will leave the company after 23 years, and a successor has been appointed. Naomi Denning originally joined WTW in 1994. She also worked as an asset consultant at Mercer for five years, and ...

Hunter Hall funds and LIC receive makeover

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
The investment strategies for Hunter Hall's international equities funds will be updated following its merger with Pengana Capital, while the Hunter Hall Global Value board has also received a shakeup. Maintaining the current ethical screens in their ...

Value of advice still unclear: IOOF

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Australians are still dissuaded by the cost of seeking financial advice, despite those that receive financial advice being 21% more likely to have greater piece of mind. A whitepaper from IOOF found the benefits of advice must outweigh the cost in order ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... often also take the funds they need for their lifestyle and aged care, along with their dignity and the inheritance they plan to leave loved ones, resulting in the final insult - inheritance being stolen or taken as well," McGowan said. Resources from ...

AMP improves life insurance offering

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
... to existing AMP Elevate insurance plans, giving advisers the ability to alter a cover without the need to take out a new plan. One of the new features includes linking members' standard income protection plans in super to plans held outside superannuation. ...

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
Financial data provider InvestmentLink appointed a chief commercial officer to help grow its wealth management platform. Owen Joyce is the new chief commercial officer of CashDeck and is responsible for developing solutions that will assist financial ...

Former Garvan adviser banned for $2.4m theft

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
A jailed former authorised representative of Garvan Financial Planning was permanently banned by ASIC for misappropriating client funds. Patrick Simon Mitchell was banned by the regulator, having been sentenced to eight years in prison after pleading ...

Last chance to have your say: Financial Standard weekly spot poll

DARREN SNYDER  |  FRIDAY, 2 JUN 2017
A little more than one in 10 financial advisers will be reviewing client fee structures in the next financial year according to the latest Financial Standard weekly readership survey. This week the publication asked "If you are a financial adviser ...

Super funds condemn Trump climate withdrawal

ALEX BURKE  |  FRIDAY, 2 JUN 2017
The Australian Council of Superannuation Investors (ACSI), representing $1.5 trillion in funds under management, has condemned US President Donald Trump's decision to withdraw the country from the Paris Agreement on climate change. Trump justified the ...