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Showing 7741 - 7750 of 18273 results for "Plan"

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice. The FPA's comprehensive Life Insurance Advice guide had input from members ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
UBS Asset Management has added a suite of funds to the ASX's mFund settlement service. Eleven UBS funds are now available through mFund. These are: the UBS Australian Small Companies Fund, UBS Microcap Fund, UBS HALO Australian Share Fund, UBS Australian ...

Are Aussies super know-it-alls?

DARREN SNYDER  |  MONDAY, 12 OCT 2015
... simple and transparent as possible so that people can see how much they are likely to have accumulated by retirement and plan accordingly." Eighty per cent of respondents supported increasing compulsory superannuation contributions to 12% of income. ...

Super to fund Aussie infrastructure: Shorten

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... last night, Shorten said the predicted $4 trillion in super savings by 2025 should be put to "work on nation-building." The plan is to have Infrastructure Australia backed by a $10 billion funding facility that deploys equity to jumpstart new projects. ...

Equity Trustees appoints new CFO

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
ASX-listed Equity Trustees has announced its new chief financial officer to replace Terry Ryan who will retire in 2015 after 12 years with the company. Joining Equity Trustees is Grocon chief financial officer Philip Gentry who begins his new role in ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ...

Australian Catholic Super launches retirement income product

STAFF WRITER  |  THURSDAY, 8 OCT 2015
Australian Catholic Superannuation and Retirement Fund has launched RetireSmart, a new account-based pension product. RetireSmart is an automated retirement income solution based on the "bucket" strategy used by financial planners. Australian Catholic ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
American portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and memorandum of understanding with wealth management firm myonlineadvisers. The joint venture provides wealth advisers with online tools which will ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
The Commonwealth Bank has publicly welcomed the Australian Securities and Investment Commission's (ASIC) decision to ban former CFPL financial planners, Sharnie Kent and Stuart Jamieson. In a press release issued by the bank it said it reported concerns ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm ...