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Showing 7681 - 7690 of 18273 results for "Plan"

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...

Treasurer calls for planners to enter China

DARREN SNYDER  |  WEDNESDAY, 18 NOV 2015
Federal Treasurer Scott Morrison has reignited calls for financial services and planners to enter the Chinese market and further develop competitive advantages established in Australia's sophisticated system. Morrison made the comment at a Bloomberg ...

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
Independent dealer group Madison Financial Group has experienced a 20% increase in adviser numbers over the last year. The group has now 88 advisers across 50 practices and it manages over $3.5 billion in funds under advice and $70 million in risk premiums. ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
Findex has announced it will transition to a new operating model which will be carried across to all businesses in the group. Under the new model, Findex businesses including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants ...

Appetite for international shares up 50% with major broker

MARK SMITH  |  TUESDAY, 17 NOV 2015
... Rayson said. This trend is backed up by a recent Investment Trends report stating that more than 20% of Australian traders plan on increasing their exposure on international equities, a significant rise from less than 5% in 2011. "We've seen our clients ...

CalPERS sells $4.2bn in real estate assets

LAURA MILLAN  |  TUESDAY, 17 NOV 2015
... that "no longer align with the strategic goals of CalPERS' real estate program," the fund said. The sale is part of CalPERS' plan to reduce the number of external investment managers from the current 200 to approximately 100 by 2020. This will result ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... Partners, from founding partner Robert Lipman, who will now become executive chair. In accordance with the company's succession plan, Lipman will move into a non-executive chair position by 2020. "Current director Paul Burgon will move into the role ...

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
Legal document provider Topdocs has developed a quick and easy way for new SMSFs to register for an ABN and Tax File Number through its new Instant SMSF online application. Topdocs director Michael Spakman said the new feature, available in Topdocs' ...

Macquarie to enter robo-advice sector

ALEX BURKE  |  MONDAY, 16 NOV 2015
Macquarie will soon offer a digital advice service across all standard asset classes. Macquarie's OwnersAdvisory service is designed to reach the "more than 80% of Australian adults don't currently access professional financial advice," according to ...

StatePlus talking to super funds of all sizes

DARREN SNYDER  |  MONDAY, 16 NOV 2015
StatePlus is looking to grow its financial planning business, beginning new discussions at several funds about outsourcing advice. At a time when StatePlus is completing its $50 million digital transformation and super funds, as well as banks' wealth ...