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Showing 7801 - 7810 of 18273 results for "Plan"

Lift Janet lift

BENJAMIN ONG  |  FRIDAY, 11 SEP 2015
We're now heading into the home stretch people - the weekend before the week the Fed meets and decides. The FOMC has a full week from today to make up its mind and us, lesser mortals, the same time to speculate and rumour-monger about what on Janet ...

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
NAB has unveiled its new digital advice service for internet banking customers. NAB Prosper will initially be made available to 40,000 NAB internet banking users, who will be surveyed about their financial status and goals. Based on that information ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
Implemented Portfolios has appointed a new executive chair. Greg Kirk has been on the firm's board since 2013. Prior to that, he held chief executive roles at Genesys, Challenger Financial Planning, and was also managing director, financial planning ...

China stimulates

BENJAMIN ONG  |  THURSDAY, 10 SEP 2015
It couldn't have come soon enough. Hopes that China's powers-that-are would counter the slowdown in their economy with more stimulus measures - any stimulus measure - just turned into reality. Yes folks, Beijing's topping up last month's monetary policy ...

AIA outlines adviser support plan

ALEX BURKE  |  WEDNESDAY, 9 SEP 2015
AIA Australia has announced its plans to support financial advisers in the transition to the new life insurance framework. Following on from TAL's announcement that it would invest $150 million in adviser support services - including education programs ...

BTFG adds managed funds to platform

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
BT Financial Group (BTFG) has added over 300 managed funds to its investment platform Panorama. This update offers an open architecture menu with access to funds from over 70 managers across a range of diversified, sector, specialist and wholesale managed ...

FIIG offers Apple bonds

MARK SMITH  |  TUESDAY, 8 SEP 2015
Fixed income specialist FIIG Securities has added Apple bonds to its DirectBonds Service, giving private investors, SMSFs and clients of financial planners their first chance to access the bonds. Like the 300-plus other bonds on the DirectBonds list ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
Zurich has launched Wealth Index, a client-facing survey tool part of its robo-advice offering. Wealth Index is integrated into Zurich's Adviser Flipchart program, which, as reported in Financial Standard on July 15, allows advisers' clients to project ...

Advisers key to encourage charitable giving

LAURA MILLAN  |  MONDAY, 7 SEP 2015
Less than 10% of Australians leave a charitable gift in their will, but financial advisers could help change that. According to Perpetual, 87% of Australians support a charity during their lifetime, but the percentage shrinks to 29% for people that ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
Net establishments of new self-managed super funds have steadily declined since mid-2014, according to ATO and APRA data. Specifically, net establishments have fallen by 24% to 22,822 in the 12 months to June 2015. While this can be partly attributed ...