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Showing 7991 - 8000 of 18273 results for "Plan"

Advisers waiting on the sidelines with smart beta

LAURA MILLAN  |  MONDAY, 29 JUN 2015
Smart beta strategies are gaining popularity among investors, but financial advisers are exercising caution and waiting for the market to develop further in Australia. Financial Keys principal, Mark Causer, told Financial Standard that he tends to recommend ...

Cost cuts put research at risk

DARREN SNYDER  |  MONDAY, 29 JUN 2015
Concerns are mounting that the push to lower operating costs in reaction to FoFA and competitive pressures will drive wealth groups to keep pruning their research capabilities, driving clients to source third-party solutions or reduce the role of research ...

Australian Unity to acquire estate planning firm

ALEX BURKE  |  FRIDAY, 26 JUN 2015
Australian Unity Personal Financial Services will acquire estate planning firm Flinders Australia. As per the agreement, the acquisition will complete on July 1 and will give Australian Unity access to Flinders' estate planning, executor and trust administration ...

IOOF execs asked to face Senate

LAURA MILLAN  |  FRIDAY, 26 JUN 2015
The Senate Economics Committee has invited IOOF executives to appear in a hearing set to be held in Sydney on July 7. The invite has been sent today to IOOF chief executive Chris Kelaher and to the business' head of research Peter Hilton, a spokesperson ...

Trowbridge salutes risk reforms package

ALEX BURKE  |  FRIDAY, 26 JUN 2015
Life Insurance and Advice Working Group (LIAWG) chair John Trowbridge has applauded the industry-led risk reforms package. After the industry bodies behind the LIAWG - the Association of Financial Advisers, Financial Planning Association of Australia ...

Qantas Super chief executive to retire

ALEX BURKE  |  FRIDAY, 26 JUN 2015
... implementation of the Stronger Super suite of initiatives, the successful transition of more than 32,000 member accounts to a new plan administrator, the appointment of an external insurer to provide standard insurance benefits and day-to-day management ...

Industry super warns against uniform laws

AAP  |  FRIDAY, 26 JUN 2015
The most successful superannuation operations would be hit hardest by the federal government's planned changes, industry funds warn. But the government says millions of retirees are expected to benefit from proposed new laws to improve the way superannuation ...

Sherwin principal faces court for SMSF fraud

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
Sherwin Financial Planners principal, Bradley Thomas Sherwin, has faced court for causing self-managed superannuation fund (SMSF) trustees to lose $10 million. Sherwin was also chairman of failed business Wickham Securities and was banned from financial ...

Risk reforms ignore key adviser concerns

ALEX BURKE  |  THURSDAY, 25 JUN 2015
Risk advisers expressed concern that the industry-led risk reforms package ignores the problem of vertical integration and client-driven policy churn. Synchron director Don Trapnell told Financial Standard that the reform improved on the initial Trowbridge ...

Legg Mason appoints sales director

ALEX BURKE  |  THURSDAY, 25 JUN 2015
Legg Mason has appointed a new director of sales. Rosa Huddy joins the firm from Perpetual, where she was most recently NSW/QLD regional manager. She has also held a senior financial planning role at CBA. Huddy will be based in Legg Mason's Melbourne ...