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Showing 6791 - 6800 of 18271 results for "Plan"

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Goldman Sachs launches junk bond ETF

EMMA RAPAPORT  |  TUESDAY, 28 MAR 2017
New-York based financial firm Goldman Sachs is planning to launch an ETF which will invest in high-yield corporate debt, according to documents filed with the US Securities and Exchange Commission. The ETF will track an index of dollar-denominated bonds ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing management or annual retainer fees should ...

Global healing

BENJAMIN ONG  |  TUESDAY, 28 MAR 2017
... states, "With demand expected to improve, firms are confident that the burden of rising costs can be shared with customers and plan to raise their selling prices. February saw the highest net percentage of companies planning to increase output prices ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
Self-managed superannuation fund trustees have high growth expectations for the next 12 months yet more than 50% have moved to more defensive asset allocations amid continuing market volatility, the latest statistics from AMP Capital show. AMP Capital's ...

Super trustees need better vigilance: APRA

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
APRA's deputy chair Helen Rowell hit out at superannuation trustees who incur "inappropriate expenditures" saying that unnecessary costs negatively affect outcomes for members. Speaking to delegates at the 2017 Conference of Major Super Funds (CMSF) ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge ...

Obamacare one, Trump nil

BENJAMIN ONG  |  MONDAY, 27 MAR 2017
... very interesting experience. But in the end, I think it's going to be an experience that leads to an even better healthcare plan." - Remarks by President Trump on the Health Care Bill. Yes Virginia, US President Donald Trump learned a lot last week. ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
AMP upgraded its superannuation and investment platform MyNorth, which hit $6.7 billion in funds under management since it was launched last year. Enhancements to the platform promises greater efficiency for advisers to manage multiple client activities ...

'Retire ready' is more than a large super balance

EMMA RAPAPORT, STEPHEN FAY  |  THURSDAY, 23 MAR 2017
... presented her findings of an industry sponsored study which explored how mature aged workers configure their employment and plan for retirement. According to Irving, significant differences in retirement age exist based on factors including a retiree's ...