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Showing 7061 - 7070 of 18271 results for "Plan"

Super and innovation: a glass half full

DARREN SNYDER  |  MONDAY, 10 OCT 2016
... can really step up and do a lot more of this." By this time next year Innovation Australia will have developed a national plan and recommendations to turbocharge Australia as "a truly innovative nation by 2030." Ferris said it's obvious the nation's ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
Peita Diamantidis of Caboodle Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
ASIC has permanently banned a Tasmanian financial adviser from providing financial services. Director and former financial adviser at Directions Wealth Management, Andrew Williams, has been permanently banned by ASIC for dishonestly providing financial ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Findex Group and Financial Index Australia (FIA) have each paid $10,800 in penalties following the issuing of infringement notices by ASIC for potentially misleading claims on the Findex website. Between August and December 2015, FIA published posts ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Adviser group Godfrey Pembroke has revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... "Longevity risk is something that financial planners are increasingly considering as pensioners' life expectancy rises. To plan for the long term requires expert financial planning and the inclusion of long term solutions including indexed annuity bonds ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
NGS Super has partnered with a new financial advice partner. Guideway Financial Services has been awarded the mandate by NGS following a tender process that sought to align the fund with a provider that would support its future growth strategy. A key ...

StatePlus appoints new CEO, boosts board

ALEX BURKE  |  FRIDAY, 7 OCT 2016
StatePlus has appointed a new chief executive. Graeme Arnott has been acting chief executive since the business was acquired by First State Super in June. Prior to that, he was chief operating officer at FSS; he took this role having previously spent ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
Businesses are living organisms and they will die without nourishment, according to Kearney Group chief executive Paul Kearney. Speaking as part of a focus session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
If the superannuation draft legislation released last week is passed high net-worth investors may need to consider alternatives to supplement their super such as investment bonds, according to Centuria Capital. Centuria's Neil Rogan, general manager ...