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Showing 7651 - 7660 of 18273 results for "Plan"

Aged care, gold opportunity for advisers

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
More than half of the people who need to deal with aged care management find it either "somewhat" or "very difficult," an attitude that creates a gold opportunity for advisers to help their clients. The Association of Superannuation Funds of Australia ...

Governance becoming key investor concern

ALEX BURKE  |  FRIDAY, 27 NOV 2015
Corporate governance is becoming a key differentiator for investors, according to Aberdeen Asset Management. Based on a survey of 293 institutional investors, trustees, managers and consultants in the UK, Europe, North America, Canada and Asia-Pacific ...

Treasurer commits to improve after-fee super returns

DARREN SNYDER  |  FRIDAY, 27 NOV 2015
Federal Treasurer Scott Morrison has committed to doing more to reduce superannuation fees and improve after-fee returns for members even though super tax incentives are a cost to the government. As an approach to deliver super tax concessions that ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... matters such tax or estate planning or insurance. Possibly we will see traditional advice operating to create the financial plan, with robos dealing with ongoing transactional needs." Ultimately, Resnik recommended embracing the new technology and incorporating ...

GE Capital to exit Australia

ALEX BURKE  |  THURSDAY, 26 NOV 2015

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
Paul Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker ...

Super fund tech investment to increase 20%

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
More than half of superannuation funds are planning to increase the amount of money they spend on technology by 20% over the next year, a Link Group survey has found. The survey questioned major super fund chief executives about their plans to spend ...

Midwinter makes hire ahead of product launch

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
Midwinter Financial Services has appointed a senior business development manager of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial planning ...

Super funds should engage in pub theory

DARREN SNYDER  |  THURSDAY, 26 NOV 2015
... with it. "It doesn't give you all the answers. You don't put electrodes on people's brains and come out with a marketing plan. You come with answers that say you should explore this area because this is what people are actually feeling (opposed to thinking)," ...

Suncorp to drop aligned advice businesses

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
Suncorp Life has announced it will transition out of managing Guardian Advice and Suncorp Financial Planning. The process will take place over the next six months, and the decision was made, according to the company's statement, "in order to simplify ...