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Showing 7931 - 7940 of 18273 results for "Plan"

Big four prepared for APRA capital adequacy changes

ALEX BURKE  |  MONDAY, 20 JUL 2015
... significant steps to boost our capital position, including partially underwriting the First Half 2015 dividend reinvestment plan and the recent sale of shares in BT Investment Management."

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
Findex's Centric Wealth and Financial Index Wealth Accountants divisions will now only recommend commission-free life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ...

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space. Speaking at the National Council of Small Business Australia Conference in Sydney, Tanzer noted that small businesses, with fewer than 20 employees ...

AIA sees $1.9bn premium growth

DARREN SNYDER  |  FRIDAY, 17 JUL 2015
... highest percentage growth among Australia's life insurance risk premium inflows during the 12 months to March 2015 according to Plan for Life data. AIA grew 20.2%, recording $1.87 billion in inflows, seeing them jump from fifth to third in terms of a ...

AMP expands US credit research team

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
... media and telecommunications sectors across investment grade and high yield markets. "These appointments are in line with our plan to build a comprehensive high yield fixed income capability in the US," AMP Capital head of global fixed income Simon Warner ...

Adviser Ratings provides planner endorsements

ALEX BURKE  |  THURSDAY, 16 JUL 2015
Consumer-driven adviser review website Adviser Ratings has added the ability for advisers to endorse each other on the platform. The review service, which was recently revamped to make use of ASIC's Financial Adviser Register, added the planner endorsement ...

ANZ ETFs added to BT, Asgard platforms

ALEX BURKE  |  THURSDAY, 16 JUL 2015
The exchange-traded funds developed jointly by ANZ and ETF Securities have been added to the BT and Asgard investment and super platforms. Specifically, investors using the BT SuperWrap, BT Wrap and Asgard eWRAP platforms now have access to the ANZ ...

Annuities to become more competitive

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... 15%. So straight away there is a tax strain and you're not optimising the return you're giving to the retiree." Lytas said Plan for Life projections suggest the annuities market will grow from its current market of $11 billion to $23 billion by 2024. ...

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
Advisers should master digital communications channels before they lose business to other industries, according to Association of Financial Advisers chief executive Brad Fox. Speaking in Sydney at the launch of the AFA/Zurich/Beddoes Institute white ...