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Showing 7351 - 7360 of 18273 results for "Plan"

Minutes to disaster

MARK SMITH  |  MONDAY, 23 MAY 2016
Here we go again folks! It's back on again. Yes Virginia, not unless you've spent all of last week touring Mars would you not notice that the US Federal Reserve had been busily preparing planet earth for another lift... as soon as next month and by ...

Australia joining global retirement focus: Challenger

DARREN SNYDER  |  FRIDAY, 20 MAY 2016
A quick look at Challenger's share registry will tell you the importance and interest in Australia's superannuation system moving from an accumulation focus to retirement income. Speaking at a Ranstad Lecture Series event in Sydney yesterday, Benari ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... fees from pension providers for their employees' 401(k) plans. As new disclosure rules allow companies to learn more about plan fees, they've been able to step up their bargaining power in negotiations with fund providers. A string of lawsuits attacking ...

New retirement income calculator more accurate than ever

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
Mortgage Choice has launched a new retirement income calculator in a bid to help Australians understand how to reduce their reliance on the age pension and build enough wealth to live comfortably in retirement. According to Mortgage Choice chief executive ...

ASIC orders HSBC remediation plan for "deficient" advice

ALEX BURKE  |  TUESDAY, 17 MAY 2016
... about clients' relevant personal circumstances," according to ASIC. As a result of the EU, HSBC will implement a remediation plan for affected clients; develop an assessment plan to determine whether this kind of advice affected clients invested in "other ...

Financial planners improve standing in annual trust survey

MARK SMITH  |  TUESDAY, 17 MAY 2016
Financial planners have improved their standing in the Roy Morgan Image of Professions survey but still have some way to go before they can be considered one of the most trusted professions. Of the 30 professions included in the survey, financial planners ...

Boomers driving interest in PAFs

MARK SMITH  |  TUESDAY, 17 MAY 2016
Baby boomers are driving an increase in the establishment of private ancillary funds (PAFs) following liquidity events such as the sales of a business, according to national accounting and advisory firm William Buck. A PAF is a philanthropic trust structure ...

Banned former CBA planner charged with forgery

MARK SMITH  |  TUESDAY, 17 MAY 2016
A banned former Commonwealth Financial Planning adviser has been charged for forging client documents. Following an ASIC investigation, Gold Coast man Ricky David Gillespie, 38, has appeared in the Southport Magistrates Court on one rolled-up charge ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ...

Economic Wrap

BENJAMIN ONG  |  TUESDAY, 17 MAY 2016
US Empire State manufacturing survey The latest update on the state of the manufacturing sector in New York State was both disappointing and surprising, particularly as it follows stronger-than-expected retail sales and consumer sentiment reports released ...