Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 7831 - 7840 of 18273 results for "Plan"

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
An executive from the Association of Financial Advisers (AFA) will join netwealth as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Intra-fund advice can be improved: WSSA

DARREN SNYDER  |  WEDNESDAY, 26 AUG 2015
Workplace Super Specialists Australia (WSSA) chief executive Douglas Latto believes more can be done to improve intra-fund advice for superannuation members in a system that is currently reactive and lacking penetration. Speaking at the inaugural WSSA ...

ClearView life insurance drives $20m profit

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
ClearView has boosted its net profit after tax to $20.5 million in FY2015, up 4% on the previous year. This growth was primarily driven by the company's life insurance division, which boosted net profit by 41% to $15.3 million, thanks to a 26% in new ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
An industry superannuation fund has set up a nationwide network of advisers accredited under the Financial Planning Association (FPA) Professional Practice program. UniSuper is the first not-for-profit fund to have all of its advice offices accredited ...

Asia: Between fortune and fate

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... other economy has done in the past: it has experienced massive growth and now is stabilising at more rational rates. China's plan to liberalise its economy is complex and affects its currency, equities and lending markets. "It's a new market, it's a ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award. Next Step Financial Group's Crystal Broadfoot, Perspective Financial Services' Esther Althaus, Carrington Financial ...

Liquidator appointed in suicide case

MARK SMITH  |  TUESDAY, 25 AUG 2015
ASIC has appointed a liquidator for six investment management companies linked to a Perth-based promoter, who is believed to have taken his own life after defrauding investors for years. The Federal Court of Australia has made orders appointing EY partner ...

Managers pressured by more demanding clients

STAFF WRITER  |  TUESDAY, 25 AUG 2015
... with investors based on a transparent dialogue around risk and performance." Nearly two-thirds (62%) of regional respondents plan to expand their offering of fixed income alternative strategies while 57% will increase their use of derivatives to hedge ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
One in five financial planners is in the market for new insurers according to the latest data from wealth management researcher Investment Trends. The Investment Trends' 2015 Planner Risk Report also found that planners are likely to continue their ...