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Showing 7361 - 7370 of 18273 results for "Plan"

Govt underestimates SMSF Budget impact: BGL

MARK SMITH  |  MONDAY, 16 MAY 2016
Changes in the Federal Budget may affect as many as 85,000 SMSFs with 160,000 members, SMSF administration provider, BGL Corporate Solutions - many more than suggested in the budget papers. BGL is concerned the proposed $1.6 million pension cap will ...

MyState appoints technology provider

DARREN SNYDER  |  MONDAY, 16 MAY 2016
Banking and wealth management group MyState has appointed a financial services technology company to transform its digital channels and customer experience offerings. Rubik Financial will run its technology solution at MyState from August, offering ...

PROFILE: Mercer senior partner David Knox

DARREN SNYDER  |  MONDAY, 16 MAY 2016
He holds one of the first doctorates of superannuation in Australia and has developed some of the country's most innovative retirement ideas and products. Darren Snyder discovers what really drives industry veteran and Mercer senior partner David Knox. ...

Bank love affair with wealth management waning

KERRIE SYDEE  |  MONDAY, 16 MAY 2016
The wealth management industry has been embroiled in one scandal after another and as it struggles to meet both shareholder and customer demands, a number of big players are re-evaluating their commitment to wealth management. Unlike many international ...

Advisers beware the uncomfortable truth of the ageing brain

MARK SMITH  |  FRIDAY, 13 MAY 2016
... do, damned if I don't' situation when they have a client who begins to show signs of cognitive decline but does not have a plan in place. They face legal risks if they take orders from a client who has diminished capacity; they face potential loss of ...

ASIC makes two permanent bans

KERRIE SYDEE  |  FRIDAY, 13 MAY 2016
ASIC has permanently banned a former AFS licensee employee and former chairman of collapsed lender Wickham Securities and founder of Sherwin Financial Planners (in liquidation), from providing financial services. Former AFS licensee employee Nicolai ...

Charter Hall announces unit registry mandate

ALEX BURKE  |  THURSDAY, 12 MAY 2016
Charter Hall has announced it has selected its unit registry partner for its institutional property funds. OneVue Fund Services, which currently administers over 400 funds representing $400 billion in assets, will now provide unit registry services ...

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
Over a third of Australians (36%), who otherwise wouldn't or couldn't afford to see a financial planner, want their super funds to provide robo-advice services, according to the Investment Trends 2015 Direct Client Report. The report, based on a survey ...

Research places State Super on top

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
State Super's 2015 Member Satisfaction Research has named State Super as the leading superannuation fund in providing superior member services. In its third year, the research benchmarked State Super against the general superannuation industry and revealed ...

IFM Investors appoints independent chair

MARK SMITH  |  THURSDAY, 12 MAY 2016
IFM Investors has appointed an independent chair to the investment advisory committee of its IFM Australian Infrastructure Fund. Brad Vann is a legal practitioner with almost 35 years' experience in the delivery of infrastructure projects. He has advised ...