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Showing 7301 - 7310 of 18271 results for "Plan"

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

PROFILE: Vanguard Australia managing director Colin Kelton

MARK SMITH  |  THURSDAY, 16 JUN 2016
... stick to what your mandate is so your client knows what they are getting." Moving to Australia was never part of Kelton's plan, and he says not many in the business would have expected him to say yes. But he describes the opportunity in Australia as ...

QSuper calms super raid fears

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... no apology for it. This is the right decision to respond to the current economic conditions and continues our Debt Action Plan. Let me be very clear once again that there will be no change for Defined Benefit Scheme members. "Around 3500 people left ...

State governments must divest energy networks: CEDA

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
The Committee for Economic Development of Australia is recommending each state government divest or privatise the provision of energy network services, a move that would open opportunities for infrastructure investors. CEDA says to usher in a new phase ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
MyPlanner has debuted its new end-to-end back-office solution for its network of 175 financial planners. Following a pilot program, the new system has been rolled out to the entire MyPlanner network: it provides statement of advice templates, document ...

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
A new survey from Mentor Education and Core Data has revealed that 75% of financial advisers support a bachelor of financial planning over a related bachelor's degree. The survey of over 500 financial advisers, including 400 financial planners, 86 accountants ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Dealer group Elders Financial Planning is adding two firms to its national adviser business. Queensland-based Legacy Planning and Victoria-based Ellhan Financial Services have signed with the Elders dealer group. Legacy Planning owner and director JosA(C) ...

Decimal appoints new chair

ALEX BURKE  |  TUESDAY, 14 JUN 2016
Listed robo-advice provider Decimal Software has appointed a new chair. Mark Potts is currently chief technology officer, corporate strategy at Hewlett-Packard. He has held other roles at HP, including vice president, portfolio strategy - HP software ...

Energy Super hires three general managers

MARK SMITH  |  FRIDAY, 10 JUN 2016
Energy Super has appointed three new general managers to manage its member engagement, digital communication and strategic direction as part of a restructure at the $6 billion industry super fund. Michael Abbott, Phil McCarthy and David Beal have been ...

Aspen Group CEO, CFO and chair depart in restructure

ALEX BURKE  |  FRIDAY, 10 JUN 2016
The chief executive, chief financial officer and chair of listed property investment firm Aspen Group will leave the company following a planned management restructure. In an ASX statement, Aspen's board said that the group's strategy "can best be pursued ...