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Showing 7661 - 7670 of 18273 results for "Plan"

Telstra Super CIO to leave fund

MARK SMITH  |  TUESDAY, 24 NOV 2015
Telstra Super's chief investment officer is leaving the fund to join an Australian funds management giant. Jim Christensen will join the Queensland Investment Corporation (QIC) as managing director, global multi-asset on 11 January, reporting to the ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
The Parliament has approved a Government motion to repeal key amendments to the Future of Financial Advice (FoFA) reforms in a move that has taken other MPs and industry stakeholders by complete surprise. The repeal affects the Government's proposed ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
Financial planners need to see robo-advice as a friendly, helpful tool, such as Pixar's WALL-E, rather than as the destructive machine pictured in Terminator. The rise of technological tools that automate some parts of financial advice was one of the ...

New mobile broking platform launched in Australia

MARK SMITH  |  TUESDAY, 24 NOV 2015
... manager for Australia and New Zealand, Simon Smyth, said. "There really hasn't been a viable alternative until now and we plan to leverage our strengths to go aggressively after a large chunk of market share. We have already signed some significant contracts ...

Mercer enters new engagement era

DARREN SNYDER  |  MONDAY, 23 NOV 2015
Mercer believes superannuation administration as a record-keeping service is no longer a sustainable business plan and has reshaped its administrative services to "an era of engagement". Launching the Super Genome Project, Mercer has rolled out of a ...

AIRA calls for fast-tracked reporting season announcements

MARK SMITH  |  MONDAY, 23 NOV 2015
The Australasian Investor Relations Association (AIRA) wants the release to market of important financial results announcements and other price sensitive information to be fast tracked during profit reporting seasons. Under AIRA's proposal, a fast track ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
The Australian Securities and Investments Commission (ASIC) warned that a flaw in an algorithm could lead to "large scale loss" for clients of robo-advice systems. Speaking at the Financial Planning Association (FPA) Congress in Brisbane, ASIC senior ...

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
The Financial Planning Association (FPA) awarded its top accolade, the FPA CFP Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high ...

MLC takes axe to life insurance premiums

DARREN SNYDER  |  MONDAY, 23 NOV 2015
MLC has announced it is cutting premiums for two life insurance products by up to 15% as part of a reinvigoration aimed solely at attracting new customers. The premium cuts come into effect at the same time MLC is beginning its customer smartwatch fitness ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
It says something about the sweeping remit of financial advice that Paul Fog credits both commercial property law and playing water polo for Australia as steering him towards the profession. From his perspective, though, both are equally important. ...