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Showing 7881 - 7890 of 18273 results for "Plan"

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
The current legal and regulatory environment is not equipped to deal with potential issues arising from robo advice. According to Herbert Smith Freehills partner Michael Vrisakis, the wording of current legislation only considers the administration ...

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
NAB-aligned licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said. Speaking to Financial Standard, Johnson explained that working with ...

Independent advice licensee under ASIC radar

LAURA MILLAN  |  THURSDAY, 6 AUG 2015
A Queensland advice group has seen its Australian financial services licence questioned by the Australian Securities and Investments Commission (ASIC). The regulator has imposed new licence conditions on Sentinel Private Wealth following concerns over ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
State Super Financial Services (SSFS) has partnered with a technology provider to add efficiency to the advice process and bypass paraplanning completely. SSFS managing director, Michael Monaghan, said the company is pursuing a growth strategy that ...

Most members actively choose MySuper: research

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
... choosing to enter a deafult option. From the study 'Delegation, trust and defaulting in retirement savings: Perspectives from plan executives and members', it appears far fewer members than popularly believed are passively "ending up" in default funds ...

Suncorp Life super channel leads profit growth

ALEX BURKE  |  WEDNESDAY, 5 AUG 2015
Suncorp has posted the full-year results for its life division, with its superannuation channel seeing the biggest in-force growth: 23.4% on the previous 12 months to $496 million. Suncorp said this was because of "strong growth in sales in both WealthSmart ...

AdviserLogic enlists Rice Warner for RiskLogic upgrade

STAFF WRITER  |  WEDNESDAY, 5 AUG 2015
AdviserLogic has partnered with Rice Warner to upgrade RiskLogic, its insurance quoting and comparison service. Rice Warner has provided new data which includes legacy insurance product research and quoting on 1,200 products in the group, platform and ...

SelectingSuper rejects claim small funds should merge

ALEX DUNNIN  |  WEDNESDAY, 5 AUG 2015
... use Australian benchmarks, should instead refer to overseas best practice such as the 3 basis points the US Thrift Savings Plan - a US industry fund equivalent for federal employees and members of the military - charges for its services.

FIIG launches fixed income MDA service

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income ...

ASFA concerned about board governance timeline

DARREN SNYDER  |  TUESDAY, 4 AUG 2015
... Authority (APRA), the association has asked that all RSE licensees be given until 31 December 2016 to prepare their transition plan. ASFA chief executive Pauline Vamos said it was the association's view the industry needed 12 months from the finalisation ...