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Showing 7891 - 7900 of 18273 results for "Plan"

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
Managed discretionary account (MDA) operator Managed Account Holdings Limited (MGP) has noted a significant increase in the MDA structure from advice firms. In a statement, it noted that ten new advice firms have signed an agreement with MGP this year ...

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants. The partnership will enable BGL clients to apply online for an AFSL via a ...

FPA awards open to submissions

ALEX BURKE  |  MONDAY, 3 AUG 2015
The Financial Planning Association of Australia (FPA) has opened its 2015 awards to submissions. In addition to the FPA Certified Financial Planner Professional of the Year, FPA Financial Planner AFP of the Year, and Future2 Community Service awards ...

Action plans for Indigenous super

DARREN SNYDER  |  MONDAY, 3 AUG 2015
HESTA is the first industry superannuation fund to launch a Reconciliation Action Plan (RAP) aiming to further build its relationships with Aboriginal and Torres Strait Islander stakeholders. HESTA executive people strategy, Sophie Sigalas, said the ...

AustralianSuper builds in-house global equities team

LAURA MILLAN  |  FRIDAY, 31 JUL 2015
AustralianSuper has already hired four people to its internal global equities team and is on track to manage over $10 billion in international stocks in-house. Australia's largest industry super fund has appointed Richard Ginty to lead the global equities ...

AMP Capital to invest in Garden City Shopping Centre

STAFF WRITER  |  FRIDAY, 31 JUL 2015
AMP Capital has lodged a development application with the City of Melville for the $750 million redevelopment and expansion of Perth's Garden City Shopping Centre. Garden City is owned by investors in the $4 billion AMP Capital Diversified Property ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
Approached as a game, financial advice is boring and unappealing for prospective clients, argued PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney ...

Pay rises better at non-aligned firms

MARK SMITH  |  THURSDAY, 30 JUL 2015
Advisers at independent firms received better pay rises in the last financial year than those at institutionally aligned groups, according to the latest remuneration survey from industry consultancy The Dawson Partnership. While salaried financial planners ...

Market to open higher

AAP  |  THURSDAY, 30 JUL 2015
The Australian share market is set to open higher after another positive session on Wall Street. The Dow Jones Industrial Average rose 0.7 per cent after the US Federal Reserve kept its benchmark interest rate at near-zero per cent and gave no fresh ...

Social adviser implores positivity for planners

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... professionals have set about creating a campaign to do something to change the public perception of financial advice. "Their plan, their work and their approach is brilliant and it has (in my professional opinion) a great chance of success. The problem? ...