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Showing 6891 - 6900 of 18271 results for "Plan"

Morningstar appoints research analyst

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
... responsibility across all sectors of Morningstar, including helping investors, financial advisers, asset managers, and retirement plan providers identify investment products. "We're very pleased to welcome Sarah to our team," said Morningstar's ...

Swell in advisers seeking higher education

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
As the buzz around professional standards continues into 2017, financial advisers are increasingly cognisant of higher education being conducive to future success. According to Kaplan, enrolments into its Master of Financial Planning program's first ...

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
The Commonwealth Bank has responded to reports by Fairfax claiming a CBA bank teller had provided personal advice to a now-deceased customer. Last week Fairfax revealed CBA is working through a $68,000 compensation claim as part of its Open Advice Review ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
A Queensland financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families ...

NAB appoints research veteran to head retirement arm

ALEX BURKE  |  FRIDAY, 13 JAN 2017
... of Clydesdale and the selling down of its life insurance business to Nippon Life. He explained: "We have had a very clear plan over the last two years and have taken the action required to execute that plan. We have made progress, our customers are noticing ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
Lending specialist La Trobe Financial gets a headstart in the aged care sector with a new product that has attracted more than $30 million since launch. A year ago, La Trobe launched a new retirement lending product unseen in the Australian market. ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
Engaging the next generation and creating awareness of financial planning as a career is crucial to ensuring the future of the industry, according to the Financial Planning Association of Australia. Speaking to Financial Standard, FPA chief executive ...

Spending and debt, Australia's biggest test

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
... while over-65s reported a desire to save between $1000 and $5000. In turn, 55.9% of respondents said creating a financial plan and tracking their spending would help them in reaching their goals. The research shows that the biggest test for Australians ...

Legg Mason launches new bond fund

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
A new global bond fund for Australian investors will be launched by Legg Mason today. The Legg Mason Global Bond Fund, which is managed by Western Asset, offers investors exposure to an actively managed global bond fund, benchmarked to the Bloomberg ...

Sydney planners topping salary figures

ALEX BURKE  |  MONDAY, 9 JAN 2017
Based on data available from Melbourne, Adelaide and Sydney, financial planners working in the latter city earn more than their interstate peers. The 2017 Robert Walters Salary Survey found that Sydney planners can expect to earn up to $160,000 annually ...