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Showing 7791 - 7800 of 18273 results for "Plan"

AMP restructures China Fund to reduce discount

LAURA MILLAN  |  THURSDAY, 17 SEP 2015
... Stock Connect trading platform to increase the fund's liquidity. It will also alter the current default dividend reinvestment plan (DRP) election to allow new investors to opt-in, rather than requiring them to opt-out. This is expected to reduce the ...

IOSCO releases retail investor education report

ALEX DUNNIN  |  THURSDAY, 17 SEP 2015
IOSCO, the International Organisation of Securities Commissions, has released its final report on investor education for retail consumers. In a statement, IOSCO said it has long recognised investor education as a key strategy for enhancing investor ...

FEATURE - Retirement income: Finding the right path

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... seniors were not using a formal budget to manage their household expenses. The same percentage of retirees also had no specific plan for later life expenses such as medical treatment. "Planning for and in retirement is still a mixed bag," the report ...

Turnbull expected to dust off shelved policies

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
The financial services industry sees the leadership change as an opportunity for the government to finally issue its response to the Financial System Inquiry (FSI) report and other policy issues that have remained shelved for months. A number of industry ...

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
ANZ senior manager of mandate research will set up his own consultancy, as the bank streamlines the Office of the CIO division. Nigel Douglas confirmed to Financial Standard that he has set up Douglas Funds Consulting, a firm that will provide consultancy ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... for delivering support services into the IOOF advice network and his role will include technical support, advice policy, X-Plan support and paraplanning services. Cullen was most recently head of Cortex Advice Solutions at IOOF-owned SFG Australia. Cortex ...

ANZ completes $720m capital raising

STAFF WRITER  |  MONDAY, 14 SEP 2015
ANZ has announced it has completed its $720 million share purchase plan offer. The bank's statement to the ASX said it will "accept all eligible applications and issue approximately $720 million of ANZ shares at $26.50 per share." The offer was originally ...

AMP loses risk lump sum market share

ALEX BURKE  |  FRIDAY, 11 SEP 2015
AMP lost risk lump sum market share to OnePath, TAL and others, according to Plan For Life research for the year to June 2015. Plan For Life's risk market report for the year ended June 2015 shows that overall inflows into the lump sum sub-market grew ...

Pension and retirement strategies a global problem

DARREN SNYDER  |  FRIDAY, 11 SEP 2015
... financial needs," Pallisco said. The survey also showed a gap between the views of government and policymakers and pension plan providers in a number of areas, including having clear strategy and the effectiveness of their communications, with the public ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 11 SEP 2015
This week's top industry moves include NAB appointing a general manager for Antares Equities and executives from Zenith and BlackRock joining UBS. - UBS hires Zenith, BlackRock senior execs A - Zenith's Jonathan Baird and BlackRock's David Redford-Bell ...