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Showing 7541 - 7550 of 18273 results for "Plan"

Fiducian reports solid funds under management growth

MARK SMITH  |  MONDAY, 22 FEB 2016
Fiducian Group has boosted its after tax net underlying profit as well its funds under management, advice and administration in the half year to December 2015. The listed financial services company saw its net underlying profit after tax rose 15% while ...

Behavioural coaching is the best route to 'adviser alpha'

MARK SMITH  |  FRIDAY, 19 FEB 2016
Advisers are the solution to the question of why retail investors leave so much of the possible return available in markets on the table, according to Vanguard head of investment strategy group Asia Pacific, Jeff Johnson. Addressing an audience of financial ...

Financial services to be a greater part of "economic narrative"

ALEX BURKE  |  FRIDAY, 19 FEB 2016
... employment growth in 2015 was above average, even though GDP growth was not," he said. "If we want to be forward-looking and plan for the future sources of our growth, it's clear that the services sector should be our focus. For one thing, it's perfectly ...

Treasurer hints at super concession adjustments

MARK SMITH  |  FRIDAY, 19 FEB 2016
Treasurer Scott Morrison has given the clearest indication yet that tax incentives in superannuation will be adjusted when it announces the result of its tax and spending review shortly, especially for very high earners. Speaking to an audience of industry ...

KPMG boosts wealth management with industry fund veterans

ALEX BURKE  |  FRIDAY, 19 FEB 2016
KPMG has hired two directors for its wealth management and superannuation advisory business, both having held senior roles in the industry fund sector. David Bardsley joins KPMG from AustralianSuper, where he headed up the super fund's investment program. ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
... tool to understand prospective clients, and ultimately, help them recognise the transformative power of a good financial plan. There are more than 19,500 financial advisers in Australia as at September 2015, up 5.7% from the previous year, according ...

Zurich launches LIF support initiative

MARK SMITH  |  THURSDAY, 18 FEB 2016
Zurich Financial Services Australia is launching a life insurance framework (LIF) support package for financial advisers, via a national roadshow. The 'Blueprints for the Future' comprise five pillars of LIF support, designed to help advisers position ...

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
After forming a new partnership, Colonial First State (CFS) and University of Technology Sydney (UTS) will collaborate on a range of projects to better understand how Australians engage with their superannuation and wealth. The agreement means both ...

ASIC bans former Guardian Advice planner

ALEX BURKE  |  WEDNESDAY, 17 FEB 2016
ASIC has permanently banned a former Guardian Advice representative. Andrew Moroney worked under the Guardian Advice licence from 2006 to 2014, during which time ASIC alleged he engaged in deliberate "policy churn" - annually recommending clients replace ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...