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Showing 7431 - 7440 of 18273 results for "Plan"

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
The Financial Planning Association of Australia (FPA) has argued that a Royal Commission into financial services would waste millions of tax payer's dollars if it were to include advice. The FPA argues that the industry has undertaken and is implementing ...

CPA granted AFSL

KERRIE SYDEE  |  MONDAY, 18 APR 2016
ASIC has granted CPA Australia an Australian Financial Services licence (AFSL) and an Australian Credit Licence (ACL) for its wholly owned subsidiary, CPA Australia Advice. The granting of the licences is an important step in the establishment of the ...

Australians pessimistic about retirement lifestyle

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... to manage the risk that they will outlive their savings and combat rising costs of living, 81.2% of pre-retirees said they plan to keep working in some capacity upon retiring from full time work. The report found that awareness and understanding of the ...

More numerate less likely to open SMSF

DARREN SNYDER  |  FRIDAY, 15 APR 2016
Early findings from new self-managed superannuation fund research is showing people with higher numeracy skills are less likely to be an SMSF member. That said, the research also shows SMSF members are highly knowledgeable about running their own super ...

JBWere and Moelis forge new research and distribution alliance

WHITNEY FITZSIMMONS  |  FRIDAY, 15 APR 2016
... equity research and access to our pipeline of Equity Capital Market transactions." The alliance is part of JBWere's strategic plan to diversify its research and distribution arrangements.

Former CFP GM joins industry super fund

DARREN SNYDER  |  FRIDAY, 15 APR 2016
Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ...

Wealth management left out of data discussion

DARREN SNYDER  |  FRIDAY, 15 APR 2016
Data aggregator InvestmentLink believes wealth management is being left out of the conversation around better access to financial services data feeds, interrupting the growth of financial advice and superannuation fintechs. Although InvestmentLink supports ...

Is tapping into super to pay off student debt a good idea?

WHITNEY FITZSIMMONS  |  THURSDAY, 14 APR 2016
As the discussion about the 'objective of superannuation' continues it has now circled around to the issue of whether people should be allowed to tap into their super in order to pay-off current student debt or to pay for tertiary education which has ...

Aussie agtech the focus for US fund

DARREN SNYDER  |  THURSDAY, 14 APR 2016
A California-based venture capital firm has announced it is fundraising in Australia as part of a final closing for its US$150 million fund investing in agriculture technology. The Finistere Ventures II fund is targeting Australian institutional investors ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
Australians want more collaboration with their financial advisers but only 21% are getting in touch monthly, according to new research from Salesforce. According to the Salesforce Connected Investor report, 77% of Australian respondents listed collaboration ...