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Showing 7251 - 7260 of 18271 results for "Plan"

AIA launches adviser self-service portal

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
AIA Australia has launched an online self-service portal to allow financial advisers to manage client insurance administration. The portal allows financial advisers to update their clients' contact information and bank and credit card details directly ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
Independent SMSF administrator MORE Super will move the administration of its 5,000 SMSFs from BGL's Simple Fund Desktop to Simple Fund 360. "We compared alternate cloud based SMSF administration solutions and whilst Simple Fund 360 was not the first ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
Challenger and CommInsure annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made ...

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
Dealer group Elders Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network. A joint venture company (Elders 49%, ANZ 51%), Elders Group have one the largest ...

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering ...

Sponsored adviser survey: two chances to win $500 prize

This study looks at how financial advisers are coping with an increasingly challenging environment with regard to technology, product selection, communication and regulation. There is a cash prize of $500 for the two most insightful answers. Are you ...

Industry fund appoints new CSO

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
A risk executive manager from Colonial First State will join an industry superannuation fund as its chief strategy officer later this month. Joining Mine Wealth + Wellbeing from 25 July is Vasyl Nair. He will lead a new corporate strategy and be responsible ...

Register for the Financial Standard ETF Forum

MARK SMITH  |  FRIDAY, 8 JUL 2016
Time is running out for financial advisers and other industry professionals to register for the inaugural Financial Standard Best Practice Exchange Traded Fund Forum on 26 July. The all-day event at Sydney's Four Seasons Hotel will feature presentation ...

ASFA backs super boost pledge

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
Several superannuation industry heavyweights are throwing support behind an ASFA and Money magazine initiative aiming to better connect Australians with their super. Eight super funds are joining the Super Booster Day initiative that encourages Australians ...