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Showing 7971 - 7980 of 18273 results for "Plan"

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 3 JUL 2015
The biggest industry moves this week are Suncorp Life's chief executive stepping down after seven years in the position and Victorian Funds Management Corporation appointing a new chairman. Suncorp Life boss to step down - Geoff Summerhayes will step ...

Superannuation specialist joins Catholic Super

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
Catholic Super recently appointed Catherine Muller as a senior superannuation specialist. Muller left a sales and relationship management role at Computershare and was previously member education and advice consultant at Kinetic Super. She has more ...

Australian Ethical to list on mFunds platform

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
... Australian Ethical's lowering its minimum investment amount for retail funds to $1000. For investors with a regular investment plan, they can access the retail funds for an initial investment of $500. Australian Ethical's range of products with wholesale ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice ...

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Sunrise co-host David Koch has become a shareholder in financial adviser review service Adviser Ratings. The Adviser Ratings platform lets consumers search, compare and review their financial advisers, and was recently revamped to make use of the data ...

CSSA guided by new name and code of conduct

DARREN SNYDER  |  THURSDAY, 2 JUL 2015
An association that represents workplace superannuation specialist advisory businesses has rebranded to better reflect its business. The Corporate Super Specialist Alliance (CSSA) will be now known as Workplace Super Specialists Australia (WSSA). WSSA ...

PROFILE: Stanford Brown chief executive Jonathan Hoyle

ALEX BURKE  |  THURSDAY, 2 JUL 2015
There are two things that arguably led Jonathan Hoyle to where he is now: Michael Lewis's autobiography, Liar's Poker, and the sight of fresh blood. The chief executive of Stanford Brown was 20 years old and studying biochemistry when he picked up a ...

A Greek offer that cannot be refused

BENJAMIN ONG  |  THURSDAY, 2 JUL 2015
... creditors still refuses to deal... and financial markets remain nonchalant, i.e. small contagion at the most? What's Tsipras' Plan B? Whoopsie! Sorry about that for he already has a Plan B - litigate the beejesus out of 'em. "The Athens government has ...

Griffith, FPA launch academic advice journal

STAFF WRITER  |  WEDNESDAY, 1 JUL 2015
Griffith Business School and the Financial Planning Association (FPA) will publish an academic journal dedicated to financial planning. The Financial Planning Research Journal will publish academic research around financial advice and it is aimed at ...

Labor demands to see Treasury papers on super

DARREN SNYDER  |  WEDNESDAY, 1 JUL 2015
The federal opposition is calling for documents to be released that allegedly show the government received advice on options to vary superannuation tax concessions prior to this year's budget. A Freedom of Information request by Labor to federal Treasury ...