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Showing 6741 - 6750 of 18271 results for "Plan"

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

The growth-inflation divide

BENJAMIN ONG  |  FRIDAY, 28 APR 2017
Bullish on growth, not so on inflation. This is the unifying message from three of the world's major central banks that met over the past 24 hours. As widely expected, the Bank of Japan (BOJ) kept monetary policy settings unchanged - discount rate at ...

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
The founder and chair of Countplus is retiring today and his successor is stepping up to the plate. Barry Lambert, who established and chaired the ASX-listed wealth management firm as a subsidiary of the now CBA-owned Count Financial in 2006, said his ...

We must lead by example: Loane

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... boost women's wealth is by boosting their engagement with their savings. Because as we all know, a man is not a financial plan," Loane said.

Bennelong loses head of distribution

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
Bennelong Funds Management has said goodbye to its head of distribution after almost nine years of service. Andrew Aitken left this month, with a brief statement from the fund manager citing family reasons as the driver. "Andrew Aitken, previously head ...

Markets ignoring climate crisis: Hewson

ALEX BURKE  |  WEDNESDAY, 26 APR 2017
... could be classified as low-carbon investment. Now, more than 50% of these investors have a climate change risk management plan. "The state of play when the project started represented a 55-2 punt against the impact of climate change. It's been great ...

PayLogic signs new AFSL client

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
An independent advice dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
A new advertising campaign launched by the Financial Planning Association of Australia is attempting to bust the myth that financial advice is just for the wealthy. The nationwide initiative is designed to demonstrate the value of financial advice ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... client's total needs (not only their superannuation and insurance needs) and seeks to develop and implement a holistic financial plan that maximises the probability of them achieving their goals will not only lead to improved client outcomes, it'll help ...

O Canada

BENJAMIN ONG  |  WEDNESDAY, 26 APR 2017
With friends like these, who needs Kim Jong-un! Just when the drumbeats of war - the nuclear kind - have recently been withdrawing from the headlines, US president Donald Trump could be starting another, a trade war. Sure, Trump's protectionist' policy ...