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Showing 7521 - 7530 of 18273 results for "Plan"

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
ASIC has requested that three Australian financial services licensees "remove or amend" claims about their independence. Wilson HTM, iSelect Life and Citywide Insurance Brokers and Financial Planners have complied with ASIC's request after the regulator ...

ANZ Wealth alternatives head departs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
The head of alternative investments at ANZ Wealth will leave the company tomorrow. Simon Ford has managed ANZ Wealth's real estate, hedge funds, private equity, infrastructure, credit, commodities and insurance investments for six years, having joined ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... quality and deliver value for clients as we do at UniSuper. Through these partnerships we are able to help members build a plan and execute it with quality, reliable partners," UniSuper executive manager advice Jack McCartney said. "The added benefit ...

Joyce Phillips leaves in ANZ restructure

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
ANZ has announced it is simplifying its wealth management business, with group executive wealth, marketing and innovation Joyce Phillips departing in the process. The group's full year 2015 results showed the Global Wealth division contributed 8% to ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

BetaShares eyes expansion with new hires

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
ETF provider BetaShares has added to its sales and operations teams with two new hires. Michael Tat has been appointed as operations analyst - investment operations. He joins the company from Platinum Asset Management and has also had roles with Perpetual ...

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
The new Financial Planning Association's new chief executive has commenced his appointment, succeeding Mark Rantall. Formerly general manager of policy and conduct since 2010, Dante De Gori was announced as Rantall's successor in November 2015; and ...

Survey shows people struggling to put more super away

MARK SMITH  |  MONDAY, 29 FEB 2016
... latest MLC Wealth Sentiment Survey also shows that 50% of Australians do not use a financial planner, or even have a financial plan. MLC general manager corporate super, Lara Bourguignon, finds that worrying. "Our recent Australia Today whitepaper showed ...

Tail risk hedging works for industry fund

DARREN SNYDER  |  MONDAY, 29 FEB 2016
... a tail risk hedging strategy. Vision Super chief investment officer Michael Wyrsch said management of the defined benefit plan "requires a balance between taking risks to meet demanding funding objectives to be able to make the defined benefit payments ...

FSC reveals six-point super plan

ALEX BURKE  |  MONDAY, 29 FEB 2016
The Financial Services Council has released its six-point plan to make Australia's superannuation system more robust. As per the FSC's statement, the first three points are: "Give every Australian saver cast-iron confidence in the system. Take it out ...